The Texas power outage was somewhat of a temporary set-back. These do happen. Short term negatives on companies you like just mean it’s a good time to get in. It is a good time to start building a position in the sector.

It is oddly stalled, flat-lining. It seems the business of making documents happen remotely should continue to do well as we recover.

These businesses have been kept alive by Uber-eats. He thinks there will be a pick up in demand after COVID.

It is an insurance business at its core. He thinks the pandemic will be very good for the insurance business. They are the poster child for how to invest in the best of America. If you thought about owning it for a long time, then buy a share and see how it goes. Over time it will become a different creature as the principles pass away.

It is the most international of the Canadian banks. A catalyst to make something really good happen would be if two Canadian banks merged. There is not much room for them to grow otherwise.

All of the alternate fuel transportation companies have come down. Medium to longer term they are likely good investments. This is the original alternative fuel car.

It is into earth. If you own the gravel pits then you dominate that market. It is expensive to transport aggregates very far. A lot of private gravel pits are thinking of selling due to US tax changes and so MLM-N is in a good position to grow. (Analysts’ price target is $348.36)