(Past Top Pick Oct. 20, 2017, Up3%) A U.S. east coast bank with a lot of retail like TD. It will benefit from higher interest rates. They reported a good quarter. Low-risk.

They did an equity issue this morning of $200 million to pay for an acquisition, but the price struggled which indicates a muted upside in the short term. He prefers Enbridge and Transcanada. 69% payout ratio is okay, not super-high. The dividend is safe.

It still depends highly depend on nickel. They also deal in oil/gas (in Cuba). Cobalt has seen a lift, because it's used in technology. They're certainly not flourishing, though surviving. He wants to see signs of global stabilization especially in China because that will help the nickel, copper and zinc prices and lead to Sherritt rebounding.

Down to 9x earnings due to fears in emerging markets (Latin America). This is as cheap as it gets. It'll bounce back, as history shows. (4.9% dividend, Price target: $86.12)

Down to 14x earnings in this correction. A safe growth stock. Easy growth with many takeover targets in Europe and a few in the U.S. They're good at acquire. You won't get much yield, but he targets the stock in the low-$70's. (0.7% dividend, $77.17 price target)

He recently bought it. Stock has fallen 10% in this recession. Expect higher divdends and buybacks to shareholdrs in the coming year. Targets mid-$70's. (3.1% Analysts price target: $82.79)