A company that he is not enthusiastic about. They have a lot of debt, poor performance in assets, and cashflow hasn't changed in the past few years. There is good dividend growth. It would probably do better than cash or bonds. He would look elsewhere for better balance sheets, cashflow and less debt.

He used to own it, but sold it. There were worries about theme parks, cruise ships and movies. These worries have not passed. The Disney+ is doing well and they have good licenses. If the theme park business was spun out and covid disappears, it could be a good pick.

It has won the battle with e-commerce and management has done a terrific job. They are at capacity and they are doing great. Things will probably cool down at one point, but it should continue to do well.

He just bought a huge chunk this morning. A company that makes medical devices and is the leader in hips, knees and shoulder replacement. The sales force is their moat. It is able to pivot really quickly. They produce the best products, makes good acquisitions and deploys cash well.

There was lots of volatility with issued shares, but the management team is great. There is inflation protection and growing cashflow. They are having issues with commercial real-estate but the infrastructure fund has no exposure to it. It has a nice growing dividend.

It was doing everything well and they were going to sell the business before the pandemic. Now, the business is ruined. With social distancing and lack of good movies, it is un-investable.

(A Top Pick Jun 24/19, Up 54%) It is one of the best performing financial companies on the TSX. A one-stop-shop for listing, derivatives, options trading and data analytics. They made a smart acquisition of a data company in Europe. It is under leveraged and he thinks the company should be more aggressive with buybacks.