It has been beaten up after the last earnings came out.  It is an interesting company.  It buys companies, consolidates them and grows off the consolidation.  The hiccup in the fall adds to this company.  Norway is their laboratory.  Half of the cars are electric.  This is their testing ground.  They are great controllers of cost.  (Analysts’ target: $74.08).

They've emulated the Berkshire Hathaway business model. It's an insurance company that's really a growth company. They've had only three negative years in 15, and invest in stocks that outperform the S&P 500. They're starting to buy private companies and build them up. No dividend, but he expects major growth going forward. Get in now. (Analysts' price target $1,115.75)

His favourite bank in Canada.  The group has had a good stiff correction.  It has the diversification.  Capital markets are an issue for all the banks.  This is an opportunity to get a good yield and growth.  He does not think risks in the housing market will affect them.  (Analysts’ target: $111.44).

They are involved in fracing sand.  Over the past five years investors had been disappointed.  They recently opened a mine in the Permian – the first operator there.   They have locked up capacity on good long-term contracts.  They see a 10% dividend increase over the year.  They are projecting a 25% increase in frac sand usage.  If you want to be in energy this is the one.  Yield 7.5%.  (Analysts’ price target is $16.36 )

A great combination of new store openings and same-store sales increase.  They own 1000 stores and plan to open another 100 this year.  Multiples came down with fears that Amazon was going to enter the cosmetic space, making it very reasonably priced now.  Yield 0%.  (Analysts’ price target is $246.95 )

It is not the cheapest but it has been going along on a technical support level for some time.  All of the banks make him a little concerned, so if he gets a 5% sell off, he would use that as a sell signal.  (Analysts’ target: $89.43).

It has a terrific yield.  Almost 8% and it is covered.  It has been trading in its range for the last 5 years and it is back down.  A good balance sheet.  He really likes it.  (Analysts’ target: $32.67).

It is a Canadian Engineering company.  Last year it bought a highly sought-after water company.  He has had a number of holdings in the water industry.  The acquisition inherited some cost overruns on the company and are slowly getting over them.  They will slowly move on.  They have raised their dividend every year.  (Analysts’ target: $36.31).