You will get shares in the newly merged Discover-Warner company. The tax treatment is still unknown for Canadian holders of AT&T. For American investors, it is tax free. As a result of the transaction, the AT&T dividend is probably going to be cut in half. There is an argument that it will stop being a yield stock and become a hybrid. The stock is down as a result.

Many are swamped with supply chain blockages. They have positioned themselves well for the electric car business. It is a supplier to every major NA and European car manufacturer. It is well placed. That being said, the stock has gone up a lot. Not sure it is a great buying place. Wait for the frenzy of reopening to abate before buying.

One of the great companies in the world. Unbelievable ability to grow earnings and revenues in spite of being big. Because it has kept the growth rate up, it is not terribly expensive at these prices. Reasonably priced for growth. 28% ROE. 30x PE, it looks expensive but the other metrics makes it reasonable. Still buying for new clients. Would like to see a dividend.

The parent company is saying that the market is wrong about the outlook on properties and they will take it private. It was originally a spinout too. Would sell it if owned since there is no more juice in it.

It is trading at around 34x earnings. It hasn't done much in the last year. It is where it was last year, maybe 10% up. Compared to the rest of the market, it hasn't moved. Big pharma was out of favour a couple years ago. This has now come back into favour. It is fully valued now. Has had a wonderful run. A little expensive.

(A Top Pick Jul 28/20, Up 74%) Arguably the best bank in the world with global reach. Hitting on all cylinders right now. Not terribly expensive.

(A Top Pick Jul 28/20, Up 35%) A juggernaut. Analysts have systematically underestimated how much money it will make form the carried interest of their managed partnerships. Brookfield estimated the value of its stock at 23% more than current market value in their last letter to investors. Biggest Canadian stock holding.