Solar is a hot field and a lot of companies have done very well. This one has gone up about 4X from its low, which makes him a little wary. Have been signing new contracts, working in China and everything seems to be going their way. Not a contrarian investment.

(London Stock Exchange)Huge company with over $30 billion of revenues. Big in North America and the United Kingdom. Lovely balance sheet. One caveat, Have decided to de-list from the NYSE and will be OTC, which is like a wild west show. Far harder to trade OTC.

This is on his Stock Watch list. As a contrarian, he likes to avoid a falling knife and this one is still falling precipitously. Could possibly go into receivership.

Canadian banking sector, until recently, has had the best-run sector globally. Expects more shoes to fall. He would be wary of this sector. If selling, wait until the new year. Good dividend.

Have done well in this sector. Hasn't moved far too much for him and is no longer a contrarian play.

Debt load is too big for him. Has not done well in this sector. Still have all kinds of difficulties.

See comments under Bank of Nova Scotia (BNS-T).