Multinational bank that didn't blow itself up. About 5.4% yield. Selling at about 8X earnings. The real attraction is its Latin American businesses. Exposed to 2 Western European markets with bad housing, Spain and UK. Leave up for 18-24 months before buying.

Any infrastructure program in North America is going to help and could very well get back to $70. However, demand for steel is not growing.

US will have to get oil from somewhere. Could be problems with offshore drilling programs after the Gulf spill. Pipelines, despite leaks, are the safest, most environmentally effective and cost-effective way of transporting oils and liquids.

Their reaction to leaks has demonstrated a very acute sense of political survival. Pipelines, despite leaks, are the safest, most environmentally effective and cost-effective way of transporting oils and liquids.

Silver ETF. Great thing about this is that you get 10 ounces of silver. A pure play and you don't have to worry about individual companies operations. On the other hand, if you have a Silver company, you get the leverage.

Never really made anyone money unless you get it at the right stage in the cycle. Put stuff in boxes at very small margins for electronic and computer companies. When margins are squeezed, they squeeze Celestica’s margins.

Bought Can-West assets fairly cheaply for content. Has cash gushing out of its ears now that it is built out the additional network. Also getting wireless giving it a quadruple play bundle. Almost 4% yield.