TOP PICK
Ships that carry dry bulk. Did a lot of share issuances. Has a lot of debt but have done a lot of work to get it under control. At $7 it could be a very risky play but this could be the real big surprise out there. Speculative.
TOP PICK
Las Vegas is in its 15th month of straight declines. Steve Wynn is an incredible visionary. Great financial shape. Recent earnings surprised everyone. Can see them going back up to the $80-$90.
TOP PICK
Natural gas bull+ ETF. He believes that natural gas prices will be going up from here. Ratio of oil to natural gas is 18 to 1 so oil is going to have to come down or natural gas is going to have to go up. Usually 3rd quarter is a 13% out performance over oil. Might want to own this into Halloween and reassess your position at that time.
DON'T BUY
Questions why you would own this when you can own something like Rogers (RCI.B-T). Thinks they will boost the dividend.
BUY
Seem to be on top of every single thing that is dazzling out of the US. Growth story compared to BCE (BCE-T).
COMMENT
30 year US bonds bear ETF. Very much a consensus trade, which worries him a little. Make sure you have a great exit strategy. Would use it as a trading vehicle.
COMMENT
Options about one year out? If you are going to buy options on this he would definitely go out a full year. Keep it small because it is a very high-risk trade and you will have time working against you.
BUY
Thinks this will go on a lot higher. Geographically safe. The PetroCan (PCA-T) acquisition is going to be fantastic for them.
BUY
If natural gas goes any lower there will obviously be a supply problem. He is expecting natural gas to go a lot higher. This is probably the safest play.
HOLD
Very strong balance sheet. Mass transit is doing just fine.
BUY
The whole technology sector right now is very exciting. The competition between the Apple Android, Palm Free and this one is very exciting.
BUY
Great Canadian company. Pristine balance sheet. Great entry point.
BUY
High-cost operator and will have a lot of leverage when gas prices start lifting off.
WAIT
Nymex Oil Bear+ ETF. Probably not a bad vehicle to hedge some of your larger positions. Wait until the oil trend starts to turn down before putting in this position.
BUY
Overhang on this is the parent company and is generally considered to be a subsidiary of Exxon Mobil (XOM-N). Doesn't get its due recognition. Has an incredible work with technology and have done incredible work in the oil sands’ discovery and processing.