BUY ON WEAKNESS

They dominate parcel delivery within Canada. They just got a big contract with AMZN-Q. If we head into a slowdown in the next while then you will find better entry levels in this stock to come.

BUY
He is a fan of this company. He continues to recommend it. It is coming into its stride now. Longer term this is a company that is uniquely positioned. Lately they have demonstrated that they can deploy capital efficiency. Dividends may begin to increase again over the next couple of years.
HOLD
He admires the company. The problem the market has is that the earnings can be so erratic. In the latest quarter they had some non-cash gains due to consolidation. The value of the stock will follow the underlying book value of the company which has continued to climb over the years.
COMMENT
They had some recent improvements in equipment sales. They need a catalyst for people to be interested in this stock. Overall he thinks it is well run and they should do all right. They need the resource market to be doing well.
BUY

He likes both companies. There was always a concern about ENB-T being able to finance their projects but they keep proving they can. He believes they will continue to perform fairly well. They are an attractive yield play.

BUY

He likes both companies. There was always a concern about ENB-T being able to finance their projects but they keep proving they can. He believes they will continue to perform fairly well. They are an attractive yield play.

COMMENT

This and TD-T are not two of the banks he not is invested in. You always have to look at what businesses they are in. Both grew significantly in the US. He prefers BMO-T over TD-T because it has less premium to book value than TD-T is selling at.

PAST TOP PICK
(A Top Pick Aug 22/18, Down 3%) He continues to own and recommend it. We have seen some of the banks pull back in the last little while. It is trading between 1.3 and 1.4 times book. Their south American exposure slowed them down a bit. They are a well capitalized bank. He would continue to recommend it.
PAST TOP PICK
(A Top Pick Aug 22/18, Down 27%) Even the heavy weights have reflected the environment they are in. It is still solidly producing positive cash flow.
PAST TOP PICK

(A Top Pick Aug 22/18, Up 10%) They also have the bakery side of the business where they have invested a lot into the business. A lot of it depends on L-T plus exposure to CHP.UN-T. He would highly recommend it at $100. They are the dominant player in the Canadian grocery business.

BUY
It has been trending down. They are one of the better managed companies. They had good results last quarter, but no one seems to care. He highly recommends it at these levels. If the energy market turns at all, they will do quite well. 9.6% yield. (Analysts’ price target is $11.00)
TOP PICK
They recently had a major setback in the permitting of the Rosemont mine. At these levels this stock is down and out for the count, but they would be good long term. They are going to survive but have suffered as of late.
PARTIAL SELL
Some other companies have successfully moved into central America. DOL-T has a formula that has worked for them. He would take some profit along the way here. It has always looked rather expensive.
BUY ON WEAKNESS
All the gold stocks have done well recently. Gold could get more attention paid to it with global economies slowing down. He always has at least minor exposure to a gold producer. AEM-T is probably a bit higher price within the group. He would look at it on a setback.
HOLD
The market has taken the point of view that until the areas they are primarily in show growth or momentum, the rest of their company has only been doing 'okay'. You won't get significant appreciation in the foreseeable future.