(A Top Pick Dec 28/17, Up 7%) Growing economy, so rails will do well. Plus, pipelines are shut out. Great thing is they own 25% of the container port in Prince Rupert, so they can get oil to China faster. Dividend growth plus splits is how you grow your retirement income over time, without having to eat into capital. A quality company.

(A Top Pick Dec 28/17, Down 32%) Doubled his money and sold half, that's his rule. Price is at a point where he's getting interested again. Apple is its biggest customer, and Amazon is a big client. They produce the "eyes" to the barcode scanning robots. A growing business, dividend increased about 10%. Very cyclical.

(A Top Pick Dec 28/17, Down 3%) Compared to P&G, they have their feet on the ground better because of recent acquisitions. Open to increasing brand scope. 40% of revenues are in EM, and that's where growth will come from.

Revenues were up 8% from last quarter. Free cash flows are huge. Net income up 30%. It's all about the critters from floods and hurricanes. Bed bugs is the #1 problem in the US. Problem they've had is their workforce has been immigrants, and the door has been slammed. Free cash flow is growing, and dividend's growing at a 15% clip. Quasi-recession proof.

Companies with high valuations will compress if the market goes down. Revenue growth is 12%, so hitting on all cylinders. Payments, volume growth are at 11% last quarter. Growing at a fast pace. That's wonderful, but you get so big it's harder to grow at such a fast pace. Has no problem with the stock, you can buy a half position.

Doesn't like retail, because where's the advantage coming from? But it would be better than a Nordstrom, for example. What price do you want to pay based on its valuation? What kind of growth are you going to get?

Has been around for 100 years. Valuation is 15x earnings for 2021. Stock jumped today. Big free cash flow company. Made an acquisition of Bard, another free cash flow giant, so they're paying down debt quickly. So they'll have cash to make acquisitions or grow dividend. In comparing retail to medical devices, he'd always pick the medical device company.