One of the few retailers battling against Amazon, due to their loyal customers. They make all their money on memberships -- making only 17% margin on products sold. He likes their business model and expects them to do well even during a prolonged Chinese trade war.

He sees good things for Cisco. Great management and products. A good long term hold.

He is not an investor, but uses their products. The company has stagnating unit sales -- not very exciting given the premium it trades at. It is very expensive here.

He is more content owning the major pharma versus generic producers. The competition in the space too intense. They have been involved in the manufacturing of opiod based drugs, which could come under regulatory pressure.

He still believes in this world producer of pump equipment in the oil and gas sector. In Q4 they paid a special dividend. Q1 has been disappointing. He is still a long term holder.

A unique Canadian mulit-national producer of pressure sensitive labels -- the world's largest in the space. They have owned it for over 15 years. A family owned company. The latest quarter was exceptional. Yield 1.2% (Analysts’ price target is $66.88)

Trades in London and on the Pink Sheets. The largest producer in the world of actuators -- an electronic signal for pumps used by refineries. They have lightened the top-heavy operations to improve gross margins. Yield 1.9% (Analysts’ price target is $311.12)