For him to get a decent return for 7 years it would have to be a two trillion dollar company in that time. This would be an average return from the market. The law of large numbers and competitive numbers could get in their way.

(A Top Pick Jul 19/18, Down 15%) It is a longer term play because it is a longer term business. The trade talks don't help. Their transportation business is still in a growth mode and they still have to deal with the 'C' series. It takes a while to turn around the business.

(A Top Pick Jul 19/18, Up 0.3%) They are doing a lot of very smart things in the health care area around the world and he is sticking with it.

(A Top Pick Jul 19/18, Up 4%) It is one of the largest companies in Canada. Half of it is a US bank and has been a great engine for growth.

It was a great buy about 3 years ago. And since then it has been on a tear. It is a great company but he would not buy it due to valuation. He sold his last credit card company (AMEX) about 6 months ago.

It lagged the US market this year. They still have a lot of decent transactional business but their future is in asset management, which is a slow business. They are doing a very good job on that side. He thinks it has a long way to go.

It has a lot of its oil and gas play in Europe to get international prices. It is not the same as a typical Canadian oil and gas play. He likes it right here. It has a decent yield.