Relatively small insurance company. Earnings haven`t been that great.

Does have an elevated dividend. It sufferers from a couple of issues. Because of its UK operations, every time there is Brexit noise the stock suffers. Some concerns about their balance sheet. At this levels it is a good opportunity from a risk adjusted perspective even if not performing at the moment.

Bought it around the 50 dollar range. The issue with the European oil is that they reduced their capex strengthening their balance sheets. Moving forward they will have strong cash flows.

Biggest growth is on diabetes. Market leader. The numbers were a little soft on the last report. Structural growth story. (Analysts’ price target is $45.85)

There has been a sector rotation out of tobacco and staples into the high high-growth type stories. Good entry point.

It owns Husky, Reliance Home Heating. A global infrastructure acquirer. Own assets in Europe and Australia. Very well run company. (Analysts’ price target is $74.22)

The Euro play story. They have a new CEO. Dairy is traditionally a local business. It is on sale from a Canadian investor perspective. (Analysts’ price target is $75.44)