A well respected natural gas producer that had been trading too expensively. It now trades at a more reasonable 6-7 times cash flow. It remains profitable due to its liquids position. West coast LNG will benefit this stock. Yield 4.3%. (Analysts’ price target is $18.25)

(A Top Pick June 14/17 Down 23%) He sold this and bought it back recently. The WPL acquisition made sense to him, but he was not impressed with their financing strategy. As interest rates were looking to go up, he saw better companies who had lower debt levels. He thinks they are most of the way through their financial re-structuring.

(A Top Pick June 14/17 Up 17%) He thinks this will easily get back to $55 per share. The company is pushing out $5 billion in cash flow per year now. It is now over 1 million barrels per day in production and is already targeting 1.3 million per day. They could be one of only 2 or 3 companies who might dominate the space.

(A Top Pick June 14/17 Down 29%) Falling as gold prices have weakened. He still believes at some point gold will come back in favour. The company continues to make money even at these price levels.

Don’t make a judgment based on last couple of days. It’s diversified, and extremely successful over the years. Has always been a bit expensive, but could be a buying opportunity here. One of best managed auto parts companies. (Analysts’ price target is $87.33.)

The short is questionable, but he’s been right in the past. He’s never been enthusiastic on the name, as they always come up with unpleasant surprises, so he’s always gone with Sun Life. Rising interest rates will be positive, but the transition periods are always tricky.

Performed well, but has gone sideways. Fantastic locations have let them do well in the past. Amazon is a problem. Competition is going to get tougher. Take profits and put the money elsewhere where there’s potential for growth, not in retail.