He has owned this in the past. He believes in e-cars, and his firm has a stake in GM. Magna is best of breed in car parts. The stock has moved too quickly for him. He likes their move into e-car parts.

Rate hikes are good for Canadian banks. He expects dividend growth sometime this year, especially TD which is very well-capitalized. They have billions of dollars, enough cash to buy back shares, raise the dividend a lot and/or make acquisitions, like a bank in the U.S. southeast. He also likes their deal with Ameritrade; this business combination will yield $2 billion in synergies. In Canada, their domestic personal and commercial banking business is #2 or #3. Shares are at all-time highs, but you can still buy this and other Canadian banks, which have been the cornerstones of his portfolios. Canadian banks make all-time highs time and time and time again.

He once owned this, selling it before Covid fortunately. The reason was that the 9% dividend could not be sustainable. Indeed, the dividend was cut during Covid. He wouldn't buy it back. Their hotels remain largely empty. He isn't a flipper or trader. Perhaps you can make a trade her if the US economy rapidly reopens and travel revives. There are better ways to play the reopening. Doesn't know when their dividend will return.

The takeover pleasantly surprised him, but the shares don't reflect the Bell offer (which is pending approval). The business combination makes a lot of sense. Concessions made need to be made to get federal approval, but not a worry. The Bell offer is around $40, so there's a lot of upside if the deal passes. Definitely hang on, because he expects the deal to pass.

(A Top Pick May 01/20, Up 20%) He's pleased, not surprised by their growth. He bought this some years ago because the railroads were showing pricing power and leverage to a stronger economy and that's certainly happening now, post-Covid, as the economy grows rapidly. Their assets of 32,000 km of track network offer a long life. If the KC Southern deal passes, it will extend their network into Mexico's industrial heartland. This deal is pricey but the synergy would be massive. He likes the deal.

(A Top Pick May 01/20, Up 22%) They're privatizing their office holdings; they're contrarian value investors. Brookfield Property Partners shares were very depressed, give Covid and low vacancy rates but also problem pre-pandemic in their malls. They're offering a premium of 60-65 cents on the dollar which is good (https://www.globenewswire.com/news-release/2021/04/01/2203137/0/en/Brookfield-Asset-Management-Reaches-Agreement-with-Brookfield-Property-Partners-to-Acquire-100-of-BPY-Units.html). They saw an opportunity to buy an asset. He also likes their private equity, credit, renewable energy and infrastructure businesses.

(A Top Pick May 01/20, Up 11%) They have a global presence; 95% of revenue lies outside Canada, mostly Europe and US. They have a huge of base of 10,000 enterprises. During the pandemic, people worked from home. Also, this is a growth by acquisition story. The current 11% return is inline with historic returns. This compounds and grows by buying business. Boring, but it works. It beats the TSX tech index.