They continue to buy back shares. They can grow 5%, buy back 10% of their shares and still have positive cash flow. They are looking to increase their inventory in Colombia. Yield 0% (Analysts’ price target is $30.04)

A very boring company that pays a high yield that is sustainable down to $40 oil. He has known management a long time. It likes being paid to wait for valuations to return. Their balance sheet is strong. Yield 8.29% (Analysts’ price target is $5.86)

A high yield that is sustainable down to $49 oil. There is still good upside on valuation metrics. They have modest decline rates. He likes how they buy back their own shares. It is trading at 85% of its reserve blow down value. Yield 8.26% (Analysts’ price target is $6.55)

Some people say that Chinese problems might spill over. He sees it as production chains moving out of China into emerging markets. These economies look good, and multiples in these markets are reasonable. A very broad index. China is 30%, India 10% and a world wide spread. It’s recently had a good run.

His more conservative side. Low volatility stocks do very well when markets get dicey. It hasn’t been a bad ETF to be in through various market cycles. Mostly banks and utilities with virtually no energy stocks.

Invests mostly in bank papers. A good place to park money for short-term. Better than just sitting on cash. The ETF is pretty liquid so you can sell it whenever. Boring but at a reasonable price and yield.

They are a safe way to play the bounce back. Third quarter results were in line. There is capital spending increasing modestly. The dividend is increasing modestly. He just picked this one up. It has a nice trend. (Analysts’ price target is $55.81)

It is the most amazing stock. They reported a no-surprise quarter. They just made an acquisition. It has recovered really nicely since July. It is a good core holding. It is fairly tightly held. (Analysts’ price target is $63.07)

They specialize in serious diseases. It is volatile. You could just own the XBB-T. He thinks our life span is going to expand significantly and these guys are going to be part of it. (Analysts’ price target is $226.45)

Given current outlook, holding a utility is a pretty good thing to do. Canadian utilities have a big valulation discount to the US ones. Impacted by hurricanes and higher short-term interest rates. Steady eddy. Yield is 4.56%. (Analysts’ price target is $56.79)

Management team has done a good job in MRI and CT scan clinics in the US. Pretty good market with higher margins than closest competitor. Point of inflection to becoming a big consolidator. No dividend. (Analysts’ price target is $5.92)

One of 10 companies you can buy and tuck away for a long time. Large competitive moat. Training simulators for civil and defense aerospace. Secular tailwinds. Free cash flow, dividend growth, potential acquisitions down the road. Will be around for years and years. Yield is 1.22%. (Analysts’ price target is $37.25)

Their earnings are being reported after the close today. It is a significant holding for them. It will play a big role in autonomous driving, which he feels is a massive opportunity going forward. Their PE is 18.4, which is very reasonable. It has a good yield as well with solid fundamentals. He sees over 40% upside over the next three years and has a one year price target of $55.65. Yield 2.88% (Analysts’ price target is $54.00)

One of the best positioned companies in digital advertising. They also have cloud and gaming. They already have totally autonomous taxis used by company employees in Phoenix. They started the process back in 2009. Sometime this segment will be spun off and will give tremendous value to the company. Yield 0% (Analysts’ price target is $1443.27)

It competes will against Visa, Mastercard, etc. It has 20% revenue growth rates and is expanding profit margins. It got a little too expensive, but he has a price target of $125.40. Yield 0% (Analysts’ price target is $126.50)