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An incredibly big global company. It's hard to see how a company like this can get the rate of return he is looking for. Over time they have sort of compounded a 4%-5% return. It’s very difficult for them to grow because they are so big. This is not inexpensive. There are more interesting things in Canada from a consistency and profitability point of view.

The big global trend right now is to have synchronized global growth for the 1st time in a decade. That all looks good and this company can usually rise into that. If he had to play catch-up on being left behind in resources, he would have to own this because it is a big Canadian company going from $20 to $30. We are over halfway through the cycle when you are going to be rolling out of these things. He’s lowered his mining exposure dramatically, because he can see other things he can do with his money.

An incredible success story. There is a rebound in the housing market in the US. This stock is now relatively expensive because it has had such a good move, but there is nothing to stop it because the housing market in the US seems like it is getting tight.

He can understand the technology and how the software is going to be rolled out and what the company is, but it is hard to pin down the profits. Even though it looks like it is rolling out, it is hard to grasp what the profitability is. When he can't figure out what it is, he stays away.

This does air shipping in Canada for Amazon. A neat little Canadian monopoly on shipping. However, it is expensive, so he is not interested.

Sold this a little over a year ago in the mid-$80 because the valuation was too high. His mandate is to double his money in 10 years, and this one starts running into the law of round numbers which is his problem with this company.

This started out as a gas play, but there is more oil to it. The stock market is still supporting the top companies, and this one is easily in the top 5 gas drillers in Western Canada. His problem is that he just can't get his head around gas. There is just too much of it. He would rather own the infrastructure such as pipelines.

(A Top Pick July 27/16. Up 64.41%.) A large producer and a lot of it is iron ore. Still has firmed up and China has relatively firmed up. Sold his holdings.

(A Top Pick July 27/16. Down 3.17%.) You are going to get 7% dividend to wait for them to close their deal in the US. A very complicated transaction. You are doubling the size of this company and they are essentially buying the natural gas distribution around Washington DC area. It's a great platform for them to grow their business incrementally and you are going to have to wait.

(A Top Pick July 27/16. Up 9.79%.) A natural gas producer, but they produce into the European market at a much higher gas price. They hedge, and are in 4 different basins. It has a high valuation, but it consistently meets and pays its dividend, plus you get a little bit of growth. 50% of the Cap X is coming back to Canada from Europe. They've had incredible rates of return, and are now saying they are going to get the same rates in Canada. So far, it’s been true.

About 5 years ago, demand for zinc was relatively stable and then mine supply rolled off. Also, zinc is a by-product of a copper mine quite often. Global mine supply is tricky. This company is almost a pure play. You want to buy when everybody hates them, but with the current situation, he is less than enthusiastic now. This has done relatively well, but it is still not a big enough market cap for him.

Historically this was a cyclical business. They’ve sorted out their plane business and pensions. Traffic is going up and oil prices have been low. The story is still here and there is a much bigger chance it is going up rather than down. The real cash flow comes 2 years from now. Delta screens a lot better than Air Canada as it is less expensive. Air Canada is a great story but it is a little ahead of itself.

In terms of who is the best in consistency and track record, it is probably this company. It’s not just natural gas price in a company like this. They have much more exposure to getting the oil price as well as the natural gas price. However, gas is so low he had hoped he could get these things at a decent valuation. Because the company has done so well, it still has a premium valuation. He thinks he has a more consistent story out of Cenovus (CVE-T). (See Top Picks.)

The methanol market is relatively tight at the moment. The valuation for this company is sort of in the middle, and it has done relatively well. He just can't figure out the valuation for this company. There is a whole methanol market coming up in China that sort of competes with this. It was too complicated for him to figure out.

Brookfield does a great job of buying and selling things, and actively managing an infrastructure portfolio. He likes it. Right now, this is slightly expensive, based on its cash flows. Prefers Brookfield Business Partners (BBU.UN-T), a pure private equity group with a $2 billion market cap.