A gold and silver royalty streaming company, diversifed by geography and assets. They've settled their CRA problems well. A low-risk play on precious metals that trades at a discount to its peers. (Analysts’ price target is $39.36)

He's long owned this and Boyd continues to execute (though there may be a slower quarter coming). They suffered a ransomware attack recently. There'll be tremendous consolidation in the car repair space, because the big three own only 5% of the market. Excellent managers. You can add on weakness. (Analysts’ price target is $185.64)

They're into video slow machines in casinos and cash-management in casinos like cheque-clearing. They just announced that they will sell one or both businesses, which will vastly improve their valuation. (Analysts’ price target is $13.83)

His target is $1,350, so it has a long runway. They are best pstioned for digital advertising, but also have the cloud and hardware like the Watch. They are innovative, like developing a miniature radar on your phone. They also have Waymo, leading self-driving cars. (Analysts’ price target is $1321.24)

He's been in and out, sold in March and re-bought in May. He has a US$28.50 target. They are the #1 car chip company in the world and the 8th-largest semi company. He plans to increase his 3.5% position to 5%. (Analysts’ price target is $26.60)

He's been in and out of this for five years. They dominate the cybersecurity space. True, their 40x PE is high, but their peers are even higher. PAWN is fairly valued. Earlier this year they struggled as they transitioned from licenses to subscriptions, but they will snap back. (Analysts’ price target is $269.44)

It's fallen off many radar screens. Their leverage will be lower in coming months. Trades at 30% free cash flow yield and positioned to buyback a lot of shares. It is clearly mispriced now. (Analysts’ price target is $3.55)

More than any other company, they realize the need to buyback shares. They could buyback 8% of shares based on 25% free cash flow yield. It trades at only 70% of their liquidation value, so they won't spend money on growth. Balance sheet is strong. Nothing wrong here. CPG is clealy mispriced. (Analysts’ price target is $6.80)

A big holding for him. They could buyback 5% of their stock, and he's advocating for buybacks in Canadian oil. Sits at only 0.6x debt-to-cash flow despite having a 10-year inventory in the Bakkan. Have very valuable free cash flow assets. (Analysts’ price target is $15.86)

A Europe play, with many dividend paying companies. Cautious in this market. Some Japanese stocks. Still have problems with Italy and Brexit, but this ETF is good for diversification.

US health insurance under pressure. Very cheap. Will benefit from next Democratic government when it makes Obamacare better. Retirees who are living off medicare, but want to buy extra insurance, will go to a company like Cigna. Best value without taking on drug pricing or pipeline risk. Huge tailwind in US healthcare space. Yield is 0.02%. (Analysts’ price target is $214.83)

Great place to be, especially if the Fed cuts rates. Gold stocks are still at multi-year lows. The charts look beautiful. A place where you can make some money. You have to watch it, put a stop on it. Yield is 0.98%. (Analysts’ price target is $20.92)

Quarter reported lower, so stock's down a bit. Business is fundamentally strong, still growing. Will benefit from urbanization. Trading at a low multiple. Defensive way to play the industrial space right now. Yield is 5.44%. (Analysts’ price target is $40.00)

Bears say it's expensive, but he likes it right here, right now. New product offerings. If management can turn Tim's around, this thing can really go. Not economically sensitive. Yield is 2.81%. (Analysts’ price target is $96.63)

Not economically sensitive. Trading at the top of the range, but growth is the same, so the PEG ratio is 1. Good product, and they can grow via acquisitions. Yield is 2.42%. (Analysts’ price target is $123.92)

They just beat. Cheap name. Compelling on a price to growth basis. If Fed lowers, headwinds should become tailwinds. Play on the cycle lasting longer. Yield is 2.84%. (Analysts’ price target is $80.88)

A diversified drugmaker that generates consistent returns. Patent declines are offset by a deep pipeline of new drugs from acquisitions. Also boast and organic R&D. MRK pays an attractive yield and has a decent balance sheet. Positive developments continue from Keytruda, an immuno-oncology therapy. MRK trades at 15x earnings. (Analysts’ price target is $91.73)

A higher-risk/return play. This biotech has several core products generating good free cash flow. They’re partnering with Sanofi on Dupixent to treatment severe atopic dermatitis and potentially severe asthma. They also have another drug to treat specific eye diseases. REGN boasts various late-stage drug trials. Regeneron is a new Top Pick for us, driven by the valuation having compressed significantly on concerns over U.S. Medicare Part B drug pricing policy proposals. We believe these are more than reflected in the current price.Their dermatitis drug is getting traction. This stock has been beat up for the wrong reasons. This (Analysts’ price target is $389.38)

They report tomorrow. UnitedHealth the largest health insurer in the U.S. It has diversified operations. They acquired of pharmacy benefits manager, Catamaran, that'll give them competitive positioning. No matter who wins the next U.S. election, U.S. healthcare will still need UNH's business. (Analysts’ price target is $291.44)

Following the Conoco acquisition, he vowed to not own this. He bought it in June as their asset sales have done well. There has been a good change in investor sentiment. They have 100,000 bpd contracted by rail and another 300,000 bpd by pipeline. They are generating great free cash flow as they are now in harvest mode after a few years of capital expenditures. Yield 1.63% (Analysts’ price target is $14.89)

An internmediate mid-stream company. Over the next three years they are have several new projects coming on line. A sizable gas plant came onstream in May and will ramp up volumes in the second half of the year. An octane plant is also coming online. They announced another pipeline project in the Montney and Duvernay areas into their hub assets. He expects a 10% annual increase in earnings through to 2022. Yield 5.11% (Analysts’ price target is $39.34)

Brookfield has been very interested in this palladium mining operation in Northern Ontario. It has become a good cash flow generator. It trades at half the value of a typical precious metal mining operation, has no debt, and is expanding it production by 30% by 2021. Margins are 40% and will likely rise to 60%. Free cash flow will grow to its current market cap, he expects. Yield 2.76% (Analysts’ price target is $18.00)

He does not think the dividend will be cut, unless commodity values drop sharply or they decide to use capital to buy back shares. They have a huge undeveloped land holding position. The management team is building the company for the next decade. He has faith in them. Yield 9.23%. (Analysts’ price target is $11.37)

They are building a petrochemical facility in Alberta and the market is a bit nervous. This is creating a good buying opportunity. You are getting paid to wait for the project to add a further $5-$10 per share capital appreciation. Yield 7.62% (Analysts’ price target is $24.27)

This is the cheapest of the Canadian banks. It is too cheap to ignore at these levels. Yield 5.47% (Analysts’ price target is $115.00)

He just bought it. It bottomed in 2018 is now consolidating. It shows signs of breaking out. He's also bullish on the Euro, driven by likely stimulus in Europe.

The chart has big swings but definite patterns. It will likely reach low-$700's again. Great to own for the coming year. (Analysts’ price target is $762.34)

They will be rangbound and are defensive. A good summertime play. Have REITs in your portfolio for the dividend and defensiveness. He aims to make 5% over the next few months.