(A Top Pick Dec 01/17, Down 7%) It has bounced off its lows. It has a solid dividend that they raised recently and will again next year. It got oversold from fears they would take on too much debt. It is a pretty cheap stock. He likes it and owns it. It survived this market carnage despite having a debt overhang. It is an oligopoly. The bulk of their assets sit in the US.

(A Top Pick Dec 01/17, Down 26%) They got hammered in the fall because of a delay in the release of one of their games. He looks for stocks that got hammered earlier in the year. It is a great company and has gone on sale. He is going to look at it again.

(A Top Pick Dec 01/17, Down 34%) It got hit by concerns of trade with China. Input costs went up with tariffs on steel. It is a very cheap company and a global franchise. He is looking at it.

He likes it. You get a 5% yield but you also get growth and this differentiates them from other domestic utility names. It pays its dividend in US$. He likes the twist of its US assets. This is a good stable name.

They were taken down with other energy names. He has always been attracted by its non-Canadian production. They have production in the North Sea. It is a well run company. He worries how safe the dividend is. You don’t buy resource companies for the dividend. Put it away and hope they don't cut the dividend.

You have to have cash on hands when bonds come due. Transports were creamed in the US. They are oligopolies. Are they the best airline to own? – Yes if they can overcome their debt. He owns no airlines and they are not highest on his list.

When you had the talk of Trump and the tax cut, these guys do all that manufacturing he was going to bring back to North America. It is a tough business and margins you complete for. It is not an oligopoly. It is a manufacturing play and not a technology play. Money went to share buy backs.