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Probably pulled back because of the 10-year treasury rising. Just increased dividend, that should continue. Coming out of a long turnaround. Core holding in his income fund. At $14, he'd probably trim; at $17-18, would probably exit. Yield is 6.4%.

Greatest growth potential of any company in the drug space. Stock's well priced. Rumours of pill for weight loss instead of injection. Other drugs to target elusive cures. Nibble here, buy more if it goes down, buy more if it goes up -- a 5-10 year play.

Canada has some of the best high-grade coal for steelmaking, and this company exports it. Permits to build new mines are being held up by environmental concerns. Safe name, good dividend. Even if coal falls off, export capability is still intact. Yield is 6.8%.

One of the leaders in the technology space, bringing automation into offices. Well managed. Has done extremely well, and this should continue. Fits well into the grand theme of electronics replacing humans.

Still a core holding. AWS is the biggest player in data storage, and this will continue. Advertising has better margins  than retail, yet they continue to take market share in retail. Entering higher-margin businesses, with track record of winning every time they do.

Investing so heavily is holding up the PE. If they stopped that, growth would slow down and earnings would shoot up. That's the price of growth.

Market's been tough on it. Investing $2B a year on R&D, made some acquisitions. Lots in the pipeline is up in the air. Stock will pop eventually back to its historical $40-45, and then he'll probably cash in. In his income fund, with the yield at 6%.

Frustrating. Earnings growing about 15% per annum, yet still trades well below book value. Global autos have been hated. As production comes back the industrial economy will pick up, though agriculture may be a bit sloppy. 

If you look at the quality assets, you'd say own it. But copper's located in a lot of countries you don't want to be in. Just told by Indonesia that it wants more from mines than previously agreed. He owns HBM.

Owns a bit of this, instead of FCX, because it's in Canada and he understands it. Quality of assets not at the standard of FCX, but it's in a safe jurisdiction and he likes management.

Emerging play in South America. Not the quality asset of a FCX, but it is safer. He's not a mining expert, but thinks there's some money to be made here.

No. Stock's moving up on the electrical plays that are being talked about across the world. One of the major suppliers of equipment all along the chain. Massive demand. Likes this play, would continue to hold. If you want to take a bit of profit, that's OK.

Lots of competition. Controlled by government spending and healthcare. Not as excited about this as about GEV, but the PE is a lot lower so you could get some upside there. He'd rather hold GEV.

Not that familiar with the company, but knows the uranium industry really well. Issue with uranium is building the mines. In Saskatchewan, CCO owns all the infrastructure and decides what mines are going to be developed. Focus on a quality uranium play instead.

Quality, long-term uranium play. In Saskatchewan, CCO owns all the infrastructure and decides what mines are going to be developed. He's been in and out of the name over the years.

Phone business in NA is gradually deteriorating and being replaced by technology. Spent a lot of $$ building fibre to the home. Stock's falling because current yield of 12% not covered by current cashflow after that massive spend. He holds a little tiny bit for the yield.

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