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The stock has been really weak and there has been no news to justify it. They raised the distribution in January and the payout ratio is still okay. It looks like sellers are selling only because it is down. He believes management and thinks it is okay – although does not like buying into negative momentum on price. Yield 13%.

Should I roll my ENF-T into ENB-T? The acquisition by Enbridge Inc makes good sense as it will simplify the structure of the company. With Enbridge committing to increase dividend in the years ahead, he sees no reason why you would not roll this over into ENB-T shares tax free.

This is a company you do not have to worry about. They have done great acquisitions and management is excellent. You can continue to own it forever.

There are some US competitors who recently reported poor earnings. The mattress-in-a-box is a real threat to the industry. The recent earnings report showed same store sales growth of only 4.4%, from over 7% previously. He thinks there is an opportunity right now and would begin to step in as a buyer.

The company is in transition to get away from taking on direct interest rate risk. He really likes the valuation and it trades below book value. They need to do another acquisition, report faster revenue growth or increase the dividend to really get things going – and he thinks one of those will happen this year.

They reported a strong quarter recently and the stock surged 20%. It is well managed with good growth opportunity. The longer term growth opportunity remains good.

This company makes wound dressings for medical devices and just won a $100 million contract overseas. Earnings growth is going to massively accelerate with the new contract. He wants to see them get another contract and they have good potential for growth in Europe. Yield 0%.

This companies continues to deliver great results, despite a few hiccups along the way. It trades at a good valuation and is starting to become one of those steady performers. Yield 0%. (Analysts’ price target is $62.89)

This music media company produces music for cable companies. It trades at only 13 times earnings and could easily trade at higher multiples. They just bought a radio company that will be very accretive to earnings. The dividend has been increasing steadily. They have over 400 million users in over 156 different countries. Yield 2.6%. (Analysts’ price target is $11.64)

(A Top Pick August 22/17 Up 70%) The growth on their financial division is really strong, they have great margins, and the valuation was very cheap at the time – trading at 9 times earnings. He would continue to endorse it. They have been delivering the results consistently over the past five years along with dividend increases.

(A Top Pick August 22/17 Down 45%) Falling zinc prices really hurt this investment. Now the balance sheet is still okay and the stock only trades at 3 times earnings. You just have to wait for zinc prices to rise.

(A Top Pick August 22/17 Up 65%) This company is involved in surveillance technology and was recently acquired by Motorola for a nice premium.

Where is the opportunity? If market dropped 10-15%. But US market is doing very well. Economy also doing well with 4% Q2 growth. No value investing in this market. He’s still looking at US, less at Canada.

Outlook for next couple of months? Volatility with several different 10% declines, but these would be buying opportunities in the US. No reason to exit the US.

Canadian economy. Market’s done well because of oil prices. Though economy appears to be doing well, so many problems to getting energy offshore. “Complete policy bewilderment” in terms of competitiveness and unfavourable tax rates compared to US. Still keeps Canadian banks because of their US exposure, and Canadian industrials. Strongly overweight the US.