A great Canadian story. They do tuck in acquisitions and have handled debt very well. Second only to 711 in the convenience store space. Going forward, we will still need fueling stations (gasoline, electric, etc.) and they are well positioned. Yield 0.62% (Analysts’ price target is $45.59)

They have 30% annual growth and have for years. It does not look like anyone can knock them off their perch. A must hold in every portfolio. Yield 0% (Analysts’ price target is $2194.83)

All the Canadian banks are good. The US economy looks a little better than in Canada and they have a better position there. A safe dividend. An anchor in any portfolio. Yield 3.89% (Analysts’ price target is $79.25)

With if they drill a high-grade hole in the Ivory Coast? The market would do very well. SME is backed by the most successful exploration financier in this era. It's an interesting project with mixed results. If they hit a deep hole, they will do very well. He's attracted to it.

Not for the faint of heart--political risk. If things work, this has huge upside. It's one of the largest copper gold deposits in the world.

Good and bad. The CEO is great whom she knows. Most of their cash flows comes from a handful of large diamonds, but luckily they turn them up regularly. Diamond markets are spotty and there are wider fears of a global slowdown. Also, there are worries of fake diamonds out there. He doesn't understand the dynamics of the diamond market well enough to recommend this.

A small, very speculative land holder in Canada. Higher nickel prices may push this stock higher