BUY
Large cap, high quality company that is reasonably valued. If the economy picks up, you can anticipate that their earnings will improve as well. Would benefit from a weaker US$.
COMMENT
Has trouble owning gold, but when every country in the world is trying to devalue its currency, this is a very attractive environment for gold. It is not more attractive than value producing companies. There is no sign that gold will change direction.
DON'T BUY
Great company, great product. But he does not find it to be a buy at this price. Would be below $30. Owns starbucks.
BUY
Reasonably valued large caps. 12x earnings range. Would like a higher dividend yield.
BUY
Reasonable PE, a little more debt than he would like but it is on his watch list.
BUY
Nat Gas is interesting. He has a position in this ETF in the US. Producers can probably make a profit. Low gas prices should eventually drive consumption.
WAIT
Has had real rebound. It’s representative of companies that are not expensive. It is a name for his list for if we get this correction we are talking about.