(A Top Pick Sep 6/17, Up 96%) He continues to like it and thinks it is still at an attractive valuation given the business model. Since the acquisition they have continued to deliver the cash flow growth. They have a good growth trajectory still.

(A Top Pick Sep 6/17, Up 28%) He does not like it much anymore and sold it. You have to trust the execution of management. The fact was they had an issue and said it was fixed. They had a follow up issue and then another and he felt it was out of control. It rallied to an attractive sell price.

It is an auto play company. Very low capital intensity. When you look at their end markets, the transition to electric will benefit them. It is a well run company and they buy back a lot of their stock. It is attractively valued but they are exposure to certain end markets like construction.

He likes the business and the model and the valuation is good. They had to fix their reputation in Canada. They are taking that issue very seriously and are addressing it. He thinks the leverage is manageable in this company.

He still likes this name. It has performed well over time. They are selling some properties to build the attractive portion of the business. You get a fair build in the business. It is attractive but not a Top Pick today.

He does not own any Canadian banks. He looks at the level of consumer leverage and the economy. They have been good stocks over the long term but he thinks going forward there are better opportunities to invest money.

Chile and Western Canada are huge markets. They are starting to consume cash for working capital but they are a good business.