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Market Outlook Earnings are always what drives the market. Q1 earnings dropped over the year and only 38% of companies reporting beat estimates. The sectors of growth are limited making growth slow going forward. Companies will get through it, but the short to mid-term outlook will face head winds. Real estate may plod along, but will not likely be a growth sector. Tech is the most promising, but it is so thin with opportunities in Canada.

Involved in sports gambling. They made an acquisition that gave them a foot hold into Europe and eventually into the US. Strategically they are setting themselves up well. They will figure things out. It is trading below book value.

He likes this well managed company. They typically acquire companies at good valuations and expand the margins. They say the acquisition pipeline still has great opportunities. They just completed a $200 million bought deal. Some of their margins have tightened, which has impacted their share price recently.

The name doesn't excite him much. They own 50% of Hiram Walker distillery, but nothing that is going to grow their top line. There are better names out there. Yield 4.9%

They make bandage products. They are developing new products all the time. A big contract in the Middle East is creating a chunky quarter result and raising concerns about Saudi Arabia geopolitics. Over the next six months revenues should increase so you want to watch for a while.

Lumber company with a good dividend and low payout ratio of 70%. The dividend looks safe. He does not expect a lot of capital returns. There are some cyclical risks with housing markets. There are 45% owned by Brookfield. A good income holding. Yield 6%

It trades at low earnings multiple, which is typical for a cyclical trucking company. They consistently do share buybacks and dividend increases. It may go sideways for a short term, but he sees good US opportunities as long as the economy keeps chugging along.

They deal with nuclear and biomedical waste with high degree burners. They just have not been able to find their niche. They are not ramping up growth to justify investing. They announced a $20 million contract that continues to be pending and the market is not that excited. He wonders if it is a one-time contract. Not quite there yet.

(A Top Pick May 24/18, Down 44%) They are transforming from a printing company to a packing company. They made an acquisition that still has not created traction. They spin off a lot of free cash flow -- about 17%. The valuation is only 5 times earnings -- very cheap. You could hold or wait to see some upside momentum to add new cash.

(A Top Pick May 24/18, Down 12%) He still likes them. The recent quarter saw revenues grow by 35%. They are investing in the future by adding square footage, so earnings will be a little chunky. It trades 16 times earnings and they have 10 year contracts to manage casinos and there is no real competition.

(A Top Pick May 24/18, Up 63%) A well run company and great management team. Since 2009 they have hardly issued any shares. Their 5 year dividend growth averages 25% annually. One of the few retail stocks in North America doing well. It trades at 18 times earnings. He continues to like to hold it.

Cannabis He is starting to get a better feel for what the industry is going to look like. Companies are recording big misses on earnings and revenues, so it is hard to justify the multiples. It is a tough space still. They would like to see more care for the share count. He feels they are issuing shares like crazy since they are highly valued.

He does not follow this one closely and believes the share price outlook is not great. It is tough to grow the business of a coal terminal, he thinks.