Predominantly a light oil producer.  They have changed their portfolio to only 21% heavy oil exposure – holding 40% in Eagleford light barrels.  Debt to cash flow is only 1.7 times.  He wants 10% of his portfolio to be this holding.  

With MEG potentially taken out, this may the only significant opportunity to maximize the torque of heavy of oil differentials tightening.  He expects the valuation to rise by 50%-100% on oil prices between $70-$80 per barrel.  

It is an ETF for the globe, almost every country.  It is actively managed.  This is a good play for the entire globe.

Just bought it. They have come with new pills for diabetes with huge potential. Yield of 2.0%. Drugs stocks are in favor. Likes the sector.

Company he has known for a long time. Played the last uranium cycle very successfully with it. The cycle was aborted by the Fukushima disaster. There are 54 new nuclear reactors being constructed. 10% growth on 450 running. Over 150 being planned. He thinks uranium price will go back from the mid-20s to 45-50 dollars range. Dividend yield is 2.64%. 

This trades at low valuations – 12 times earnings.  A low cost producer in New Brunswick.  Yield 0%. (Analysts’ price target is $9.09)

Eventually, their gas stations will gravitate to electric cars. They've done a number of acquisitions, yet brought their debt back down in line. They did a few purchases at once, then the market got bored and went elsewhere. They paid off $600 million in debt in the last quarter plus a moderate growth rate. The balance sheet is loose, not as tight as he usually expects from a company, but ATD is the exception to this rule, meaning it's still worth buying. (0.7%  dividend yield, Analysts' price target:
$77.17)

Interest rates will go up after the ECB changes chairs in June 2019. Each quarter they put up $2 billion+ of net income and are trading a hair above book value now, plus negative sentiment to Euro banks now. (3.3% dividend  yield, Analysts' price  target: $106.76)