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Like any of the Canadian banks he feels they have a place in the portfolio. They have the biggest exposure to emerging markets and that affected them negatively recently given what has been happening in South America. They don’t hold it but think it will do well.

He would be cautious on any of these forest plays. The easy money was made in the first half of the year. Many of these positions are just unwinding very fast. It could be a falling knife.

Interesting little name. It is correlated with the semiconductor space. Cheap name. Extremely whippy sector. He would be cautious until demand outstrips supply in the short term. They lowered guidance last quarter.

The market is guessing they will have to cut dividend. They are struggling for capital. He would wait until the dust settles. The risk on the downside is too high if they have to cut the dividend.

A very frustrating stock. One of the names that should have benefited from the NAFTA agreement. A company that is growing. They are doing all the right things. They will build like 11,000 buses in the next couple of years. Great balance sheet. Trading at 13 times earnings. They are certainly not selling and if you are not on it, might be a good time to pick it away.

One of the battle ground stocks this year. They made an acquisition that might have saved their business. Overall a good business, big government contracts. Nobody is building and sending 500 million dollar satellites. Now they are putting up smaller maybe 50 million dollars satellites and that is affecting their revenues. Lots of challenges to the name. In the meantime, the name is being kicked around. There is a big short seller affecting the stock.

A name that they wouldn’t be interested even if they would be interested in the space. He would prefer a company on the medical side or the retail side. He would be taking some profits if he owned the name. Many things are changing on the area. Maybe in 5 years it is legal in the US.

Not many warehouses. He likes Summit Real Estate Investment (SMU.UN-T) more given their stronger presence in the GTA. Still it is a safe bet now for a long-term investor in a sector that is growing. One of the lower growth names in the sector but definitely likes the sector.

Fantastic company and fantastic Management team. Not cheap from a valuation perspective. Will do good deals in the e-commerce space. Very customer centric. Sticky, high recurring revenue story. (Analysts’ price target is $46.76)

Owned it before. They generate fees and carry on massive amounts of money that they have raised. Provides stability to the portfolio. Dividend yield of 1.4%. (Analysts’ price target is $67.09)

Great Management team. People want to sell their business to them. Maybe went ahead of themselves on a valuation multiple up to the beginning of the year and since then it has been nonstop down days. He feels there are more acquisitions ahead and won’t stay below $100 for long. (Analysts’ price target is $127.55)