PAST TOP PICK

(A Top Pick Feb. 8/18, Up 58%) They compete with Uber Eats. It is a big play on millennials. They work with a lot of restaurants. It is not a cheap stock, however. There are growing earnings.

HOLD

It has been a long term holding of his. It has been caught up in a lack of interest in dividend paying stocks. It is an independent power producer in Quebec, the US and France. He would stick with it. They tend to have volatile earnings. They had a poor quarter a while ago.

BUY

It is a play on the broad Canadian large cap market. There is no dividend. We have lagged the US in the Canadian market and should play some catch up. We could go up or the US could come down. You can buy it and hold it for 10 years for diversification.

DON'T BUY

It is a great play on the space. He noticed that in the last few months there has been a lack of new capital going into it so people must be trying to pick a winner. He cautions that the space is going to be very volatile over the next 6 months.

HOLD

He would continue to hold it. Transportation of crude by rail has been a big issue for this company. He thinks this is the environment we will live in for a while – crude by rail. For 1 to 3 years it is a hold.

BUY

People are questioning whether they can sustain the dividend. He thinks the cash flow stream is strong enough to sustain the dividend. This is not a cheap stock relative to the group but it has that solid yield.

WAIT

Their quarters are fine and they are announcing new contracts so why is it languishing? It is the trade talks, even though they have operations in the US. The underlying fundamentals in the industry remain strong. Sit and wait it out and get some resolution with NAFTA. If you are waiting to buy, wait until NAFTA is resolved.

DON'T BUY

He is more of an AC-T fan. WJA-T has been a success story also. There are mistakes you make when you get too big. They launched an ultra low carrier. Canada cannot support more than two airlines. He likes the airline industry. WJA-T's numbers have been fine.

TOP PICK

It is a very large company. You have probably bought gas from them and they run the 'C' store behind the counter. They have been very acquisitive over the last 18 months. They can roll out more private label products, open more 'C' stores and make acquisitions to grow. They have blown away analysts' estimates and will probably do it again. (Analysts’ target: $44.50).

TOP PICK

It is a very small story. They are involved in telephony and telephony products. He thinks the street has the story a little bit wrong. They basically doubled the size of the company. (Analysts’ target: $2.22).

TOP PICK

It is hard for the private investor to get exposure to private equity. This one is like private equity. They can create value by liquidating investments. They have items in their portfolio that are quite undervalued. (Analysts’ target: $65.21).