It is the premier agriculture commodity stock in the world. He likes it because the outlook for potash prices is good. They had a poor fall planting in the Midwest in south and the stock came off but he sees a good spring planting so it will be a good time to buy. (Analysts’ price target is $84.20)

Previous management lied to shareholders about how well they were doing and was thrown out. The September quarter was a good quarter. They are in the businesses of Canadian aftermarket auto parts, US paint finishing and UK aftermarket auto parts. He thinks they will sell their US paint finishing business. (Analysts’ price target is $25.83)

Loves it. Defensive in a down market and recession-proof. Alcohol is a high-cash flow generating business. There's a potential for privatization and for getting into cannabis. CSW has great expertise in getting shelf space in the LCBO, which could benefit the latter

Today hit an all-time low. Some believe they will turn around, but their debt is too challenging. He won't buy until they have solved their financial problems--waiting for the upside.

7.7% dividend yield. He owns a small position. It's worth looking at. Their balance sheet is fine. A stable business. They did a great job exiting their US business and distributing capital to shareholders. Worth looking at it, definitely.

He's watching it. It's likely that money will flow into precious metals. But names like this are highly spectulative. If he'd buy it, it'd be a small position.

Timber has been a very volatile sector this year. A highly cyclicaly business. Avoid this sector, even though it's been oversold. Sell when this rallies.