Extremely well run, more conservative company. But to own these companies, you have to be bullish on oil. Shale boom has thrown world oil markets upside down. Not overly bullish on the sector, doesn't own any Canadian companies. No energy company's dividend is safe if oil stays at $50. Global price of oil and pipelines are in trouble equally.

The most expensive stock in his portfolio. No one's been able to unseat Windows, plus Office is now software as a service. Cloud business drives total revenue growth by 19%. Stock is not cheap, but it's such an amazing, well-run company, and you're getting great growth. Only missing piece is they don't have anything in the mobile sector.

Wait for it or let it go? About 60% of market cap is sitting in cash. CEO is shrewd. He believes in the genius of this CEO, and he respects those who aren't influenced by the market and have a long-term outlook. (Analysts’ price target is $9.99)

No inside information, but regulator has shut down the issue in the court case, to Manulife's benefit. Canadian insurance companies are very cheap. Manulife has great assets in Asia and US. Sees 10% earnings growth in next couple of years. Compelling, will benefit with rising rates.

Largest foreign insurer in India. Great global assets, conservatively managed. Earnings growing at 12-14% for next couple of years. Premier, best run Canadian insurer. Great dividend yield and growing. Compelling investment.

ING vs. Lloyd's Likes ING, it's a purely retail bank in Belgium and the Netherlands. Incredibly well capitalized, seem to have no skeletons in the closet. 4-5% dividend yield, low multiple, very low loan losses. Compelling investment, whole sector's been beaten down. Great opportunity. (Analysts’ price target is $14.19)

ING vs. Lloyd's Got into trouble in financial crisis. UK-based bank, and the UK is in for a rough ride with Brexit. He'd avoid it. (Analysts’ price target is $74.21)