He sees a bit of a bump in the shares this year. He thinks it will get to $3.50 this year. It is heavy and medium oil. It has a lot more headwinds than a light oil producer. They had to trim their dividend.

They stand by their dividend, not cutting it in the last few years. 30% of their production is out of Canada. They have Australia, France, Germany, and the Netherlands. Below $40 it is a name you should own as an oil stock. (Analysts’ price target is $42.00)

It is similar to TECK.B-T. It is on his watch list. It has 25-30% upside this year. If he wants to get more exposure to emerging markets, this is one he will buy.

It is at about a 30% discount to NAV and he thinks it should be only 15%. It pays a yield and it should go up 15% this year. London properties have an overhang until BREXIT settles. They have contrarian malls in their portfolio in the US. They will turn the value of the real estate around in 3-5 years.

Typically it is around $100 and is around $90 at present so a good a time to buy. Bond yields are low and the asset management business has seen fee compression. People are living longer and so there has been some mispricing on life insurance contracts. It has been a though business for a couple of years. It pays a dividend. It will probably get double digit returns this year. He would buy it down here.

It is one of his top ideas this year. The ecosystem they have means he sends them money each month for storage. Here is a consumer company trading at only 9 times earnings.

There is massive demand for industrial properties: data centers and places to store stuff. It trades in US dollars even if listed in Canada. It is US properties.