Rob Callander

This one is down the most of the banks at 15%. A good level to start to buy. Good dividend yield.

An exceptionally well-run company. Diversified internationally. Have been selling and buying assets and production is expected to rise in the 2nd half. Strong cash position and very strong cash flows.

Treasury bills:-if you have a third of your portfolio in treasury bills you will sleep better.

2nd quarter results were terrific. 3rd quarter results will be flat year-over-year due to the expansion of some of their stores and they expect a very strong 4th quarter.

He has no metal stocks (except for gold) in his portfolio. This is the last remaining large-cap company in Canada. Have lots of cash and extremely strong earnings. He will wait and see if it gets a little lower.

On a long-term view of the banks, it is almost impossible to lose money on them. You might want to add to your position on lower prices.

Haven't heard too much about how the subprime loans are going to affect them. It has the highest yield (over 4%) of any of the 5 major Canadian banks.

He is more positively inclined towards oil in the short term. This stock would be a core holding in portfolios. Buy in stages.

Gold:- Likes the outlook. The price is moving in the short term with other commodities, which have been correcting. With a slowing of the US economy, their government may have to lower interest rates, which should be positive for gold.

Very low cost. Extremely well run. New management is pretty aggressive. If you have a positive view on gold, then this is a core holding for your portfolio.

The whole subprime thing backed up into a possible takeover of this company, which shouted up to $89 but has now come back down. Given the resource strength in Canada, which will continue for many years, he would hold onto the stock.

Like a lot of other stocks, it has had a correction, but on top of that Loblaws (L-T) and some of their issues have affected it. He feels that Loblaws will work through their problems. This stock gives you a little bit of diversification. Buy this in stages.

Had a sharp correction because of a possible merger with BCE. That is off the table now. 2nd quarter was not good. An exceptionally well-run company. Has been growing consistently and will continue to do so. Long-term, an excellent stock.

With new management, it seems to be moving in the right direction. Has turned the corner, but may be more volatile and riskier than a bank share. Expects improvements will continue getting higher share prices.

Good dividend paying stock. Likes that they have their own dedicated sales force. Largest mutual fund company in Canada. Good price.