Once concerns over NAFTA are ironed out this stock should recover. If you own it, continue to hold.

They primarily hold retail assets. In a non-registered account, this is an awesome income generation with a good payout ratio. They hold higher quality assets and they have been divesting some assets. It also trades at a 15% discount to NAV. Yield 5.8%.

The IPO was done at around $70-$80 per share. There is concern over the US currency exposure. This is on-trend with the growing middle class in China. Sales are growing at 18-20% per year, which justifies the valuation. It is a good long term hold.

Following the drop in August it is now a buy on their list. There are over 2 billion users around the world. The fear of privacy are behind them and they should generate 20% growth in revenues and margin. This is a good opportunity to buy on the dip.

Warren Buffet saw value in this company that offers non-conventional financing. Longer term they will likely need to add a dividend. The topping of the residential market may mean the upside in this company could be limited. He would suggest holding some of this, although there are others with less risk and lower volatility. Yield 0%.

He continues to recommend holding this. They are changing how things are done in the world. They have above 20% ROE and growth in revenues. They recommend it as a buy.

A too-big-to-fail bank that they continue to recommend. They have been able to get 13-14% ROE through every market gyration following the 2008 financial crisis. Their business strategy is more conservative today and the multiple trades at good value. He expects the dividend to continue to grow and the PE is only 11.4. Yield 2.4%.