2020 bond yielding just under 5%. Was this a mistake going this long? Canadian investors usually don't like buying bonds longer than 5 years because of fears of running out of reserves. He is comfortable with these bonds.

Chart shows a low in March 09 and in 2010 forming a double bottom. Distance between the 200 day moving average and the lows is almost the same indicating the stock has been drastically oversold. He would think the worst is over.

Obviously range bound. Market is worried about the price of crude, can the company make money regardless of the price of crude and if they can digest the Petrocan assets. If you want to you can trade the range of roughly $31-$35. Thinks there are better places to be.

Chart shows a good upward move from Sept/09 to early Jan/10 followed by a sideways move to the beginning of July. It then moved up again. Climbing higher. A beneficiary of risk aversion.

Global Agriculture ETF. Thinks the agriculture theme has got legs. Global population is expected to grow by roughly 50% in the next 20-30 years. This is a long-term play.

If you believe this market is bottoming and will work higher, this is like a warrant on the market. Oversold. Historically at a historical level +30% below its moving average. This is only happened once before.

If you want a conglomerate that covers a global recovery in everything, technology, food, etc. it has to be this company. Great chart with a linear uptrend and working its way higher.