They can widen their moat. Brookfield can raise a lot of money in the asset classes they manage. The cash and brand compounds, earning the trust of sovereign wealth funds, etc. (1.4% dividend yield)

Well-know player in the industrial space. 1-2% of global GDP flows through their buildings. They will lead who rents are set in the industrial space. Huge in Asia, Europe and North America. (3% dividend yield)

This is a play on the emerging markets.  He likes this ETF because of the technology behind it.  Financials and technicals will dominate this space.  He likes the emerging market space.  He likes the risk control measures in this.  

It is rare when you can buy a quality company at less than 10 times earnings and 1.4 times book value with dividend and earnings growth.  They will benefit from interest rate increases.  It should be near $28-$29 in a year from now.  Yield 3.6%.  (Analysts’ price target is $30.03)

A yield play with growth opportunity.  It has opportunity in Colombia and is not as dependant on heavy oil pricing.  He sees 7-8% dividend growth over the next few years.  They could also participate in the west coast LNG development.  Energy East could also gain some traction given issues with Saudi Arabia.  Yield 4.9%.  (Analysts’ price target is $67.32)

A different way of playing the U.S. market. It includes stocks like Microsoft and Walmart, companies that will likely increase their dividends. A diversification play.

This is the personal insurance business that was spun out of MetLife. Usually when companies are spun out, they go down for a while. However, there have been additional issues for this company. Interest rates have not gone up as expected. And the industry has been tarred with the brush of long-term care insurance costs and Veterans’ Affairs stuff. Brighthouse is not in the long-term care business but its price has been affected by the general concern and by the guarantees associated with Veterans’ issues. Brighthouse now trades at a significant discount to book value, about 0.4x, down from an earlier level of 0.7x. He considers this discount extreme. Brighthouse doesn’t pay a dividend or buy back shares, and won’t do so until 2020, so it is for patient investors. (Analysts’ price target is $49.69)

This is an engineering company that bought MWH, which was a water infrastructure company that had a construction division. They had not been in the construction business before. Construction can have cost overruns that can bite, and this has happened to Stantec and it has hurt their earnings. They are going to put this business up for sale. This company is a prime beneficiary of infrastructure and water spending. He owns this and SNC-Lavalin and sees a good future for both. He thinks that Stantec is better for the short term than SNC. (Analysts’ price target is $37.27)