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Company that operates in a semi-monopoly business. Not a growth business. They are growing in the high-speed internet side. As long as nothing comes from the technology side to disrupt the whole space, the company is safe for an income portfolio. It will be fine given the 5% plus yield.

Amazing company to watch to see how it went from selling books to basically everything and eventually run everything given the way it goes. As long as the investors agree with management to look at growth as opposed to short-term earnings and cash flow then they will continue to execute their strategy and disrupt areas. He thinks that a risk is if they fail in one or two areas they enter. That would be the time to take a second look.

(A Top Pick July 6/17 - Down 2%) Still like it. They have an advantage in having a great 3D design system and an automated order system. Save clients’ money and time. Some concerns with trade wars and NAFTA but they have the flexibility to deal with it. (Analysts’ price target is $7.17)

(A Top Pick July 6/17 - Down 30%.) Has not done as he expected to do. The story is that they built new facilities and expand in new areas. But they ran into some problems. The execution hasn’t been as good as he hoped for. Eventually he thinks it will work out, but it is taking longer than expected. He thinks the yield is safe.

(A Top Pick July 6/17 - Up 72%.) He still likes it. Oil has come up since last year and also the company has managed the budget wisely. Most business is done in Colombia. A good country to do business for oil. Stable. (Analysts’ price target is $31.95)

Has had a roller-coaster ride in the last year. It was one of the go-go stocks buying private dealerships, but they hit a downturn and then now new Management took over. He thinks new Management is eventually going to improve execution. There is concern also in terms of peak sales in automobiles. They continue to expand and diversify from Alberta. Depending on your view of auto sales you should look at the stock.

Has been a huge winner in the last couple of years. It has become one of the only players through acquisitions. Some concerns over NAFTA is affecting the stock. They have the structure to adapt. It looks interesting now.

Their biggest client is Air Canada. He thinks there is a good base for the company in the medium term. They are continuing to do reasonable well. Definitely worth owning for the income.

Now they have a lot of cash. The intention of the parent company is not very clear. They could use it for distribution or other things. We don’t know. Next step is doing what they are doing.

Their original business was to build houses for oil and gas business. They have diversified to construction houses. The biggest upside is if liquid gas projects get sanctioned here they have a good chance to get a contract on that. A good little business. Good upside. (Analysts’ price target is $3.31)

Company that stared in Canada and expending in the US. The yield is still abnormally high. He thinks that they can still sustain that. They have been great at selling assets at good valuations. He thinks the yield is crazy and should get [through price appreciation] to more normal levels like 5%. They won’t cut the dividend as they have funding. (Analysts’ price target is $28.95)

Natural gas company and natural gas hasn’t been done well in Canada lately. Production growth has not delivered as they projected. He thinks the company is going to stabilize and turn around. (Analysts’ price target is $23.50)

His son has abandoned Snap and Instagram. He thinks it is going to do better if they stop Facebook (FB-O) to continue stealing their best features. It is tempting to say they are too small to niche and they won’t making it. He wouldn’t buy it, but it is interesting to see.

Have to give a lot of credit to the whole Brookfield Group. They have been very good at opportunistically buying infrastructure assets. For long term capital appreciation, the parent company is better.

Still like it. They have an advantage in having a great 3D design system and an automated order system. Save clients’ money and time. Some concerns with trade wars and NAFTA but they have the flexibility to deal with it. (Analysts’ price target is $7.17)