Looking at this one because it has become incredibly cheap at 14.5X next year's earnings based on 1st call estimates. Provides a potential opportunity.

Coca-Cola (KO-N) and Pepsi (PEP-N) are both trading at around 18X and 19X next year's earnings while this one is at around 23X/24X. Wait until you see their fortunes turning.

Some of his new accounts brought shares in which he hasn't sold, but he does not own. In general, you are not going to see the same growth rate in bank earnings as you have in the past 5 years. (You will probably see earnings growth of 3% to 5% but you will get a very good yield.) This bank is the exception, which is giving some first call earnings growth that is pretty good. If you are going to own any bank, this would be the one.

Have looked at this one along with Campbell Soups (CPB-N), Smithfield Foods (SFD-N) and Tyson Foods (TSN-N) (poultry) as the food industry is defensive and will be the beneficiary of higher food prices.

Has never been a huge fan of this one although he is buying a little for income-oriented accounts. If you're looking for income, this is fine, but don't expect very much on the capital gains side. The target on the street is around $13.

Has a complex with this one. Projected cash flow out to 2010 is essentially pretty flat. However, looking at the Canadian senior mining scene it is the best of the best and has 1st class management and a wonderful portfolio of assets. Be prepared for a 2, 3-year period of inactivity.

Sold his holdings recently, but will probably repurchase. It is the pick of the crop in this sector. Good yield and probably rising cash flow. Expect their Calgary Encana property will probably be sold to a pension fund, et cetera. A Buy if you are going to hold it for 3 years and are prepared for any market risks.