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It has been in the good news box in the last couple of weeks. They have shown the stability of the model. We need pipelines. It has reasonable debt. It is a question of watching execution taking place.

This trend in demographics is going to benefit this company. He has not bought it and there is a better situation elsewhere in the REIT space. We don't have enough nursing home beds. The issue they have is the land grab in the neighborhoods where people want to move from. This is people moving from homes they own into facilities they rent. He has TCN-T as it is a slightly better investment.

It is a contrarian value play. They took on a lot of debt and made too many acquisitions last cycle but now they are not and it does not look that bad. This is a cash machine and they will return cash to shareholders. He thinks there will be a special dividend at some point. (Analysts’ target: $42.06).

This is a controversial name because it is a long term asset being valued on near term momentum and missed numbers last quarter. They don’t give projections on production numbers. They have no debt. It is a buy and hold kind of stock. (Analysts’ target: $32.07).

They dropped on fears of AMZN-Q getting into local delivery. There is a lot of internal momentum this stock can have. They acquired TNT. It is a cheap way to play logistics companies. (Analysts’ target: $284.92).

It is the most misunderstood company out there. It got tanked along with the airlines but they have a contract that is almost like a take or pay. They get paid to have the plane in service where there is a bum in the seat or not. They suffered where they did an issue while the stock was going down and people are not patient with them. He thinks the dividend is okay and is a good one. He thinks it is a contrarian name where you get paid while you wait.

5 times earnings. It might go to $18 a few years out, if oil does well. That is the bigger call. ECA-T got out of Canada, made an acquisition and paid the debt down. It is a decent play on energy. It is behaving much more like a US energy name.

He thinks it will be a steady grower over the long term but he would be going to NPI-T for this exposure. The acquisition they made in the US seems to be working well. This is single digit growth company and we won't see the same number of takeovers occurring in the future. As the acquisition is absorbed, the dividend will grow. It is a good company to hold onto. It pays a US$ dividend in case you need them.

Market. Longer term it is undeniable health care is one of the sectors benefiting directly from an aging population. This is a permanent non-cyclical thematic. Shorter term the political noise is changing with the FDA and the Administration and even with Amazon entering the space. But valuations haven’t been at these levels in the last 15-20 years. Because of that, he thinks it is a good entry point for somebody looking at the middle to long term horizon. He thinks this is not for the novice investor. You want diversity in the space. Individual stock risk could be very high.

Has owned it in the past. Primary business in orthopedics. Great company. Last quarter has been mixed. There is speculation that they are buying Boston Scientific. Valuation wise it is OK. Stryker (SYK-N) is taking leadership in the orthopedic space. Longer term he prefers Stryker (SYK-N).

What company is going to take the lead on oncology? Merck & Co (MRK-N) came with data at a recent conference in Chicago that puts them at the forefront in this area. He has been advocating this for a coupe of years. He would own a basket. Bristol-Myers Squibb (BMY-N) and Astrazeneca ADS (AZN-N) would also be part of that basket.

Shorter term the fact that Amazon said it is entering the space affects sentiment. He still doesn’t like the retail noise. He prefers United Health Group (UNH-N). (Analysts’ price target is $85.40)

Looking at the graph it has been in a very difficult position in the last coupe of years. They essentially cured hepatitis C. It was an expensive drug. $98,000 per patient. It has come off patent. Competitors came to produce it now. They have been on the penalty box for the past year and a half. But they are making inroads on other drugs. They have had meaningful trials. At this value there is a good opportunity.

Own widely. They had a number of missteps. They reduced their guidance. Great valuation. Some competitive threads coming in 2021-22. He would be cautious. (Analysts’ price target is $113.68)

(A Top Pick September 14/17 - Down 4%) Nothing has changed. Still good dividends and fundamentals. Solid holding.