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He owns Morguard Corp. (MRC-T). He likes it because they hold a large portion of the free cash that is generated which gives them much more opportunity to do something with it. It is an attractive compounder.

He really likes it as a company. He has not owned it in a while but it was a mistake. It was always out of his price range. He has a hard time with the valuation.

He likes it. It is well run. There are concerns around their balance sheet but feels they will get back to target ratios in the future.

He still likes it although it is not a bargain any more. The free cash flow conversion is quite high in this company. They have done a good job of high grading the quality of revenues of the last couple of years. You are paying a fair price for it and if you are in it for a long time you will be okay in the stock.

It is a real estate company that does triple-net leases. He likes it because they can acquire at attractive cap rates. They go through a proprietary network to find these deals. He has a lot of respect for management.

You have to look at the quality of the business behind the high dividend when selecting a dividend paying stock. On one hand they are increasing the dividend but on the other they are decreasing the debt. Just looking at the yield is over simplifying it. He would own if after knowing the risk is mitigated in the price of the stock.

He thinks the impact of AMZN-Q coming into the space is over stated. When you look at the valuation of WBA-Q today, the huge scale, he has a lot of trust in the management. They are generating a boat load of free cash flow. (Analysts’ target: $71.39).

It is very diversified through the US. He believes in this one even though you are getting a 7% yield. Management really knows how to allocate capital well. He likes their track record of allocating capital wealth. They can continue to grow free cash flow. (Analysts’ target: $21.20).

A can maker. They are very international and it is a very concentrated industry. They can continue to invest in places like south-east Asia and so on. The stock sold off because they made an acquisition that a lot of investors didn't like. They will spend 3 years paying down debt but the debt is very manageable. Tariffs on aluminum are a pass-through for them.

Market. The stock market has had a terrific run since the Financial Crisis of 2009. Things seem to be pretty good right now. The economy is doing well. Market continue to have momentum. On the other side there are some risks particularly the Fed taking out liquidity. But fundamentals are good now. Maybe it is time to look at stocks that have been out of favor and islands of defensiveness. He likes the Energy sector now. On the FAANG stocks is dangerous to say the run is over. He has been wrong in the past. He thinks the banks are going to do OK. He thinks the TSX is to the point that could break out.

Utility company mostly in the electrical distribution field. Solid name. Should be a core holding in your income portfolio. Short term there is nothing exciting about the name.

Since the Financial Crisis it has been a frustrating stock. The company has upside potential with the exposure in Asia and wealth management. Maybe with the new leadership it could break out and over to the new level releasing some capital. He still has faith in the longer term in the name, but it could be frustrating in the short term. (Analysts’ price target is $29.00)

They executed their base plan well. The drop in the stock price is probably unrelated to what they are doing. It is more the macro situation pushing the stock down including trade wars. Zinc is one of the earlier metals to move. Now perhaps people moved to other metals. If you have a favorable view of zinc you should buy the stock. (Analysts’ price target is $1.90)

If you are buying this company, you are buying the investment legend Warren Buffet. The biggest risk is Buffet himself and his age. For him that is too much risk.

He wishes he could see the long term. It is difficult in technology land. 10 years ago, the company didn’t exist. They demonstrated great success growing and helping small business online. But they still are not making money in the accounting sense. Maybe if they continue to grow their 200 times P/E is justified. It is a momentum stock.