The fundamentals for US and global economies is very strong. The forest sector has been plagued with the rising Cdn$ and the worst is behind us.

Financials should not be overlooked. They offer a proper yield, visible profit growth.TD has the most potential for a dividend increase and one of the best exposures of the equity market..

Has liked over the last 2 years, but has been disappointed. Commodities will shine over the next 12/24 months. Made a good acquisition with Georgia Pacific 2 years ago. Will have to be patient, as forest products are not seeing a lot of momentum.

Feels that is a good stock in this economic recovery.

Recent acquisition will increase its exposure to the US market. This will almost double revenues and more then double earnings per share.