A bit concerned with where some of the banks are going in Canada. They have fallen below the 50-day moving average. As an alternative, Royal (RY-T) might be a bit better. 3.8% yield.

Has moved below the 50 day moving average. A lot of their products are pretty commoditized. Recently beat estimates. Prefers others such as Apple (AAPL-Q).

(Market Call Minute.) Had some problems with their mine in Russia, which is their 2nd most important mine. Earnings were pretty rough.

(Market Call Minute.) Consumer staples and probably one of the most diversified and defensive names. Decent but a better name would be Kimberly-Clark (KMB-N), which has a cheaper PE multiple.

(Market Call Minute.)

(Market Call Minute.) Very cheap at 7X earnings but thinks they will struggle with the newspaper division.

When coming out of a recession cyclical areas, retailers and auto manufacturers tend to do well. Product line-up appears to be much better than General Motors or Chrysler. Have done some debt restructuring. Improving their balance sheet. Have ramped up their Q3 production to 495,00 and Q4 is expected at 570,000.

Manufactures hard drive storage space for personal computers/laptops. Makes storage solutions for enterprise applications. Electronic devices for PVRs. The new Windows 7 application is going to spur sales of new PCs.

(Could not find symbol in Globe Investor. Bill.) IShares Global Technology. Technology in general has the best long-term growth prospects at 13% per annum growth. Attractive on valuations and has been getting excellent earnings. Lots of cash to take advantage of smaller opportunities.

(A Top Pick June 19/09. Up 33%.) 21 million iPhones since they first introduced them in 2007. Everyone is looking forward to the Tablet. Trading at about 32X forward earnings but the growth is phenomenal. He trades in and out of this one.

(A Top Pick June 19/08. Up 15.2%.) Agricultural ETF. Still like this. Global population is growing by 75 million every year. Developing countries are changing their food habits to more protein.

(A Top Pick June 19/08. Down 29.2%.) Gas commodity ETF. Was stopped out at a 10% loss. This can be very volatile and it is important to put strict stop/losses on it. This is a good vehicle for playing natural gas.

He prefers Goldman Sachs (GS-N) in the US financials. Also, JP Morgan (JPM-N) might be better. This one is trading just above its 50 day and 200 day moving average so the technicals look interesting but it is trading at a 42X forward earnings, which is pretty rich.

Has crossed into the 200 and 50 day moving averages so it looks interesting. Trading around 19X forward earnings, a bit more than the market multiple at this point. For the industrial space consider something like Joy Global (JOYG-Q).

Trading at 19X forward earnings but in the last quarter they were able to beat estimates quite handily. There have been a lot of revisions on the upside for next year in terms of earnings.