They focus more on personal insurance, but have been consolidating personal investment advisors with the largest network of advisors in Canada now. It trades at 9 times earnings and they are growing the dividend. It is cheaper than a Sunlife or Manulife. Yield 2.9%. (Analysts’ price target is $63.22)

The largest coal handling facility in the Western hemisphere. No debt with $58 million in cash. Most of the coal goes into steel manufacturing and they have blending capacity and will be doing another expansion, which will drop their payout ratio. A great infrastructure play that cannot be duplicated. Yield 2.6%. (Analysts’ price target is $26.50)

(A Top Pick May 31/17 Up 20%) A stable, old-school pharma company. They can still spin out some businesses and they have a lot good projects in the pipeline.

(A Top Pick May 31/17 Up 2%) This company provides the infrastructure and technology for the broadcasting industry. They have a good backlog of orders and they continue to hold it. They have no debt on the balance sheet.

(A Top Pick May 31/17 Up 15%) They sold out of it a while ago. This company focuses on the do-it-yourself auto repair business, which they think is seeing slowing growth due to the complexity of new cars.

Their focus is on mining, which seems profitable. The issue is blockchain is highly volatile. Ten years from now, blockchain will be revolutionary as bigger companies like Walmart delve into it. He's more focussed in the latter, the big guys, not the miners like Hive.

He did own it after it broke a technical level. He likes the company and its yield. There's uncertainty around the tariffs, which he'd like to see resolved before stepping back in. Pays a 5.6% yield.