They have some interesting blockchain technology. He thinks it may take longer to make money on this technology than people thought. He would continue to hold.

They have an interesting copper discovery in Quebec. They have some size, which is great in the junior mining sector -- making them a good potential buyout. They are good cash holdings as well. He will continue to hold and is an owner today. It has a shot at a big win.

This company has never really made money. The time to buy is when they are in real trouble, because the government will always help them out. It is really a work creation strategy for the government in Quebec. It never makes money. He would trade it, but not own it long term.

(A Top Pick Nov 16/17, Up 33%) It would have been even higher six months ago. They do sub-prime lending and have done a good job lowering their cost of capital. There is a lot of runway for growth. They pay a dividend, but have been smart with their cash management.

(A Top Pick Nov 16/17, Down 21%) The housing market took a dip and this hurt the stock. He still owns it and thinks recent job creation will help their returns. They have not dropped their dividend yet. He hopes the earnings will increase to sustain the dividend. He will continue to hold it. Yield 11%.

(A Top Pick Nov 16/17, Down 27%) When he picked it the PE was 12 and a yield of 4%. The PE has dropped to 9 and the yield has risen to over 5%, but he is no longer excited about their strategy. He may buy back, but it is out of the portfolio.

He has never owned it. They changed the business so much and he wonders if they can turn this into a turnaround story. He is cautious.