This is a company that can re-ignite itself if the economy picks up. The merger with Reuters has worked out. Investors will recognize the quality of its cash flow.
Bio & Genome ETF. Expect there will be massive changes in nanotechnology, stem cell research, etc. in the next 4 to 5 years. This is the only way to buy all the very small NASDAQ traded names and one of them is going to hit it rich.
Just split the shares so it is now included in the S&P 500. Looks very attractive. Probably the world's best money manager managing it. Probably a fairly expensive management fee. Has probably had its run in the short-term, so just watch.
The fact that they didn't cut the dividend is a very positive sign. Prefers this one over Manulife (MFC-T) because of all the issues over Manulife. Not interested in the insurance business right now. Better places to put your money.
Natural Gas Bull+ ETF. He is very bullish on gas but this would not be the name he would use to access it. Consider Claymore Natural Gas Commodity (GAS-T), or better yet own a large cap gas company.
Gold. Gold is a currency play more so than an inflation play. If you're going to be in gold, have 5%-10% weighting in your portfolio as a hedge to make it worth your while.
Uranium is in equilibrium right now. There are global utilities and governments that are going to need to secure their uranium supplies so he expects to see a lot of M&A activity in uranium. This one is the actual physical holding of uranium.
You have to let this one workout. Not only the Petrocan deal but was probably one of the darlings that was over owned. Expects a long period of consolidation with this name.