Has reduced bank holdings in his portfolios due to concerns of rising interest rates. Increased dividends should mitigate this. Right now, it's as good as it gets for banks.

Has reduced bank holdings in his portfolios due to concerns of rising interest rates. Increased dividends should mitigate this. Right now, it's as good as it gets for banks.

Has reduced bank holdings in his portfolios due to concerns of rising interest rates. Increased dividends should mitigate this. Right now, it's as good as it gets for banks.

Has reduced bank holdings in his portfolios due to concerns of rising interest rates. Increased dividends should mitigate this. Right now, it's as good as it gets for banks.

The purchase of Eckerd Drugs in the US, with their expertise in managing stores, could put some momentum behind their earnings.

(Past top pick Mar 30/04. Up 13.5%) Now taking profits in it. May have a couple of dollars left in it but interest rate increases could affect housing.

Worth a serious look. The lumber industry looks quite good right now. Any settlement on the softwood lumber dispute with the US will be positive.