A branch-less bank that does financing for their customers. They should have higher margins than other banks, but he would sit on the sidelines for a while. They are trying to do interesting things with the dividend.

He really likes it. One of the best management teams. It is pretty steady up and to the right so it looks pretty nice. They acquire 'old' tech companies and share best practices. Then they take the cash flows that those companies spin out and then go and invest that cash. You can sit back and trust management.

Really well run. Operations in Canada and the US. They make astute acquisitions and increase the dividend consistently. He thinks there will be an uptick in the economy and they will acquire more business in the future

He is not a huge fan of energy, materials or commodity companies. The outlook on this one is interesting. It is going to be hard for him to get interested in this pace until the companies start to buy each other up.

It is cheap on an absolute basis and is a play on trans-mountain. You might want to wait on macro. It is a solid name but is speculative for now.

He likes it. They have seen a bit of a downdraft due to lumber prices. The business itself is pretty consistent. They are guiding to higher revenues next year. He thinks they have turned a bit of a quarter here. He does not have too many concerns.

He has liked it from back in the old days. They made a big acquisition about two year ago that gave them a big footprint in the gaming space. They are merging with Flutter Entertainment in the UK. They will be a powerhouse in the gaming space in Europe. There is deal risk. You may want to sit n the sidelines if you don’t own it or hold on until the final deal price narrows a bit.