When it came down to his model price it was the only buying opportunity there was in the last eight years. He loves the company. Model price is $99.94, a 30% premium that it is trading at. He can only wish for a pull back.

Model price is $92.83, a 21% upside. If we ever get that correction, he would love to buy it at $56 and hold for 3 - 6 years.

These interest sensitives in Canada he not very bullish on. It has a model price of $34.68 so it is 15% overvalued. He thinks the BOC will have one more hike in them. He is neutral to negative on this one.

(A Top Pick Aug 4/17, Up 6%) He has had good returns since he has bought it but it has gone flat. They have room to expand their dividends even more. They are on an aggressive buy back program. If the US equity markets are going to go higher it has to be with the financials. He is still staying with it. There is about 9% upside according to model price.

(A Top Pick Aug 4/17, Up 45%) It is in his top 5. His model price is $243.96 or a 9.5% upside. Warren Buffet is buying a little more.

(A Top Pick Aug 4/17, Up 36%) This is old tech. His model price is $82.64, or a 70% upside. This stock just can't get moving. The CEO was just replaced. He would buy it here. Your chances of another 40% are quite high if the CEO works out.

It has negative equity of $12 billion. It trades on air. There are better opportunities elsewhere. Don't touch it.