Sleep at night, buy the company. Expensive but they are growing in their cloud business. Earnings growth is accelerating. they have a 30 multiple into next year. (Analysts’ price target is $144.00)

They are the largest Health Care provider in the US. He thinks it is going back into the $300 territory after the election. P/E is 17. (Analysts’ price target is $287.72)

Was a $85 stock and now it is $45. They make car components and everybody hates car components. P/E is 5 times earnings. They have a big plant in China that is running at half capacity only. But they have products to go forward. He has been following this company since it came public in 1986. Very well managed. Buy it and put it away. (Analysts’ price target is $61.50)

It represents good value. 9 times earnings. Financials have been out of favour. But they still have a healthy dividend. Sell if there is a recession around the corner. It is his favourite US financial.

It is one of the higher quality Canadian energy stocks to own. He likes the dividend. There is some hope of Trans-Mountain getting some good news. It does not have much debt. Be patient with it and don't be overweight energy. Don't sell it here.

It has trucks and does a lot of software and logistics. He likes their software. He used to own the stock. They had acquisitions that did not come through as they thought they would. He was not going to go back into it.

An infrastructure company in Western Canada, a mid-streamer. He has liked it for a long time. It under-performed for 2 or 3 years because of a lack of growth projects. They now have some new projects, one of which he thinks will propel it in the next few months.