It was treated unfairly by its U.S. partner and the market. In 2017, CPH heavily promoted their big product and so they gained a lot of market share. But when they cut their promotion, there was also an inventory adjustment. So, demand went down way more than they should have. He thinks they will rebound in the next few quarter. It's also a take-over candidate. There's no cyclicality to this business either. (Analysts’ price target is $5.06)

Highest-grade deposits he's seen. A perfect takeover candidate. But there is risk with them operating in Mexico. He expects gold and silver to take off as we near a recession, and this stock would be a home run. (Analysts’ price target is $5.09)

TD just paid $1-billion to score the loyalty rewards program with AC. The airlines finally figured it out: charge customers for everything, like choosing your seat and fuel surcharge. He's bullish this sector which he didn't own for a long time. Caveat: when the economy heads south, this sector suffers.

It's like Berkshire Hathaway, an insurer that invests in stocks--with a good track record. He's done very well with MKL. A smart company.

Volatile. You gotta be brave to invest in this. It's 100% dependent on commodity prices. He doesn't like that. He owns no minerals.

They've had a few years of bad press, including employees doing fraudulent selling practices. That said, WFC has recovered well. A good bank, though he owns other American ones.

What happens when times go bad, when companies do less hiring? Maybe they do less executives hiring. Maybe KFY's acquisition of Hay Group reduces their cyclicality and makes them resist the next recession better. It's a v very good company in a space with few investable companies.