They announced a major contract with NASA this week. This will stem the declining backlog for them. He would not add this to his holdings as thee debt load is way too high.

Punished on earnings? It only narrowly missed earnings and the stock is down 26% today. It is trading closer to 23 times earnings. He wants to see the three day rule unfold -- don't jump into this too quickly and let it stabilize. Don't try to catch the falling knife.

Latest acquisition? They are buying the Devon oilsands assets. Maybe it is time to come back into the Canadian oil patch. It trades about 4 times cash flow. At this price and a good yield, it is time to start nibbling here. (Analysts’ price target is $47.00)

A very solid company. The announced a major acquisition and since then the stock is down about 10%. They bought 23 multi-family buildings. He thinks they are trying to expand their model from single-family to multi-family units. At this level, it is less than 10 times earnings and the yield is 2%. He would be a buyer here.

The growth prospects are still good. This is not his preferred share though at 107 times earnings it is too expensive. You have to be concerned about Disney's entry into the space along with Apple as well.

(A Top Pick Jun 27/18, Down 63%) A disappointing performer, but he still holds it. Same store sales plunged last year following the completion of Canada 150 sales. It is still profitable, although it always loses money in Q1. An iconic brand and is expanding slowly into the US. He would be a buyer if he wasn't already an owner.

(A Top Pick Jun 27/18, Down 5%) An analyst just issued a sell report on them -- calling for a 10% downturn. It trades about 8.5 times earnings. They were victims of their success in hepatitis medicine as it cured too many people, he says. It pays a 4% yield.