(A Top Pick Jan 19/18, Down 29%) Gold prices did not do well in 2018. He thinks this is very cheap right now and thinks he can suffer this out and fundamentals will eventually improve. Governments around the world are struggling and he thinks it is inevitable that gold will recover. He thinks everyone should hold 10% gold in their portfolio.

(A Top Pick Jan 19/18, Up 10%) This is now absorbed into the Enbridge parent company. It was cheaper than the ENB-T at the time.

(A Top Pick Jan 19/18, Down 3%) It has performed better than the TSX as a whole. It was one of the cheapest banks at the time. He thinks the Canadian banks are the best in the world, due to its stringent regulations.

Buy it for the dividend? No. Earnings are not growing. Their vape products are flat and falling; volumes are decreasing. The dividend isn't growing much either, at only 5% yearly vs. 8% for the wider market. If they don't execute on their plans, you could get more pain down the road. The dividend is outgrowing their free cash flow, so down the road their payout ratio will become too high.

The future is still bright, despite the current noise. Small caps are always volatile. A slowdown in U.S. housing and steel tariffs are headwinds. Nothing wrong with owning this; don't worry about the price fluctuations. Remember, it offers 20% dividend growth yearly. They're also in the water purification business which hasn't hit its bottom line yet.

Their earnings report was weak with adjusted net earnings down 12%. They own assets in the US and Canada, so cross-border shipping is not a problem. Also have an Australian business which will serve Chinese demand for milk later. Dividend has grown 10% a year over past year and has slowed down a bit lately as they've made acquisitions. You can buy this for your TFSA and tuck it away.

Doesn't like the company. The stock has been suffering for the past decade. They're in furniture and bicycles, both businesses under pressure. Dividend hasn't grown.