CME Group Inc (CME)

This is the exchange that trades futures and options. They are in a bid now to buy the Chicago Board of Trade. Sees the consolidation in this area being very positive. Thinks the next resistance level is $580. Earnings come out on April 24, so wait for that. Because it is expensive, he would play it with options.

A pure play on trading volumes in equity markets as well as commodity markets. Feels we're in a bull market on commodity prices. Seeing increased amounts of contracts that are being traded regularily. As continued interest in basic materials moves on, there'll be increased trading volumes.

Likes capital markets. Trades similarily to the way the TSE shares trade. Benefits from the increased interest in commodities. Volumes are up about 30% this year.

Has come off partly due to trading activity. Earnings were a little disappointing. Would look at something that gives you a little more diversification such as banks, Alcan or oils.