(A Top Pick Sep 11/17, Down 0.1%) It was recommended as a new mid-streamer. It was trading at half the valuation of the other players. He thought it would get re-rated up but the sentiment in the sector is so bad. They have made agreements that will come on stream next year. It should provide upside for the stock.

(A Top Pick Sep 11/17, Up 14%) Mostly the return is based on dividends. They increased them. There is no talk of premium video on demand. Because of the selloff in the market it is back down to where it was a year ago. It is trading at a 70% discount to CGX-T even with the recent sell off. The industry is better now than it was a year ago.

It has probably been hit the hardest because of legacy issues, mostly that have been addressed now.

They track the oil price a lot more today than they did in the past. People think their recent acquisition was buying an asset in distress. It may take a while for the new acquisition to prove itself.

You have to look back 40 years. They realized that manufacturing would be challenged and so became a financier. It came to an end in 2008 and now they are going back to manufacturing, which they knew would be a touch business. That is why they are suffering. It is difficult to succeed at it.

DIS-N vs. NFLX-Q. NTFLX is in a tough situation where a lot of content is being taken away from them next year. DIS-N is creating a competing service for their own content as well as 20 Century Fox's. They don't own 90% of the 'Netflix original' content. He prefers DIS-N.

DIS-N vs. NFLX-Q. NTFLX is in a tough situation where a lot of content is being taken away from them next year. DIS-N is creating a competing service for their own content as well as 20 Century Fox's. They don't own 90% of the 'Netflix original' content. He prefers DIS-N.