Have their challenges with patent expiries but a huge global player with very good exposure to emerging markets. Reasonable dividend. 3.7% yield.

Not a bad place to be. They will have to address some changes on the trust side.

Disappointed investors on a number of fronts with their dividend cut and come into the market a few times for equities getting a lot of dilution. That is now behind them and they have a fortress balance sheet. Likes their geographic reach. Expect it will be more prudently managed going forward.

Fertilizing companies are starting to get better pricing. Agricultural theme has some secular wind behind it. If you can be patient you'll get good total returns.

Well managed and in the right sector for longer-term.

Canadian Short Bond Index ETF. About 65% government and 35% corporate. Very conservative. Interest rate structure is quite low right now so coupons are not particularly high but you get some risk mitigation should rates rise given the short order term nature of it.

Economically sensitive. Have all directions covered very well. Volumes are going to increase over time as the recovery takes hold. Good place to be longer-term. 1.8% dividend yield.

Canadian banking sector over the next 12 to 36 months? Performed particularly well through the crisis. Doesn't expect dividend increases will be forthcoming for a while. Earnings will be stable. (See Top Picks.)

US financials. These are to be avoided. There has been a big recovery but there is a lot of write-offs and challenges to come, particularly from residential and commercial real estate.

Water. This is going to be a scarce resource. You could look at companies like General Electric (GE-N), which is very diversified. While the longer-term theme has some benefits, you have to watch the concentration of companies within the ETF's.

Quality company. Trading around 17X forward earnings with a good base of dividends.

March 9’th lows were a good low, but would not rule out a test of those lows. There are signs of improvement but we need signs of stabilization. Recent up turns would be put into the context of a bear market. Some of the conditions are starting to materialize. People should re-visit their asset mix and there should be rebalancing going on.

Real Return Bond. Stimulus packages could be inflationary Inflation will be a concern in about or 3 years time.

There is a reason to have a bias towards corporates. Not high yield or high risk. Should be 50/50 government to Corporate.

Inverse ETF. A good risk management tool. It is a directional bet as well. A good bet when a correction occurs. A good risk management tool.

Is one of the of the three ETF companies better than the others. IShares are only on the long side. Horizons has some inverse and leverage products. Claymore has a broader range of products including theme based. Leverage is a two-edged sward.

Any fund that is only 25 securities is quite concentrated. May want to look more at an emerging market ETF. Comment applies to IFN-US, FXI-US. Prefers XIU-T

Any fund that is only 25 securities is quite concentrated. May want to look more at an emerging market ETF. Comment applies to IFN-US, FXI-US. Prefers XIU-T

Indexed-based approach. Largest capitalization companies are what is represented. Origins are not as important as where they are doing business. For long-term investors that want emerging market exposure, it’s a buy.

Is Corporate Canada’s at its best in one single exposure.

(Top Pick Oct 6/08 Up 5.53%) Still comfortable holding, still keeping some strategic holding in bonds.

(Top Pick Oct 6/08 Up 3.14%) Modest exposure to gold in portfolios is warranted (10-15% of the equity exposure)

(Top Pick Oct 6/08 Down 3.38%) Would still hold it. There is still profitability. You are paid to wait with dividends. Thinks it will re-test its lows.

Any of the ETF providers have excellent websites to get insight to underlying portfolios. You get insights into whether there will be decreases to the dividends. Look at the payout ratio of each holding.

Ladder bond approach and short term in nature. Spreads out maturities over many years.

TSX-60 exposure. Stay long. Consider hedging exposure with a single inverse.

We are overdue for a relief rally. It’s going to be tough to pick the bottom. Are funds at risk if ETF operator goes under? Investments are separate and segregated from the corporate funds. Thereis no cause for concern. How to survive a high inflationary period: Exposure to gold, real estate and bonds. In the case of real estate, look for investments that are lower than replacement cost. Windom tree has some currency ETFs. Shorting the banks. You have to pay the dividends along the way and that can be risky. It’s too late to short the banks.

There is a lot of money being printed right now and Gold is a good place to be.

It’s a good time to hold some bonds. If you want to be in bonds and don’t want the interest rate sensitivity, then go for the shorter terms.

Gas is an essential commodity. Gas is a good place to be.