Equal Weight REITs Index ETF versus S&P/TSX Capped REIT (XRE-T)? The decision on REITs is to how much you like RioCan (REI.UN-T) because the latter is about 25% of this company while the former is about 7%..

Equal Weight REITs Index ETF (ZRE-T) versus S&P/TSX Capped REIT? The decision on REITs is to how much you like RioCan (REI.UN-T) because the latter is about 25% of this company while the former is about 7%.

S&P/TSX Global Mining ETF. Primarily a gold mining ETF so it depends on your view of gold. As and ETF product, there is nothing wrong with it. You could also consider &P/TSX Global Gold (XGD-T).

S&P/TSX Base Metals ETF. Likes this because it has diversified base metals. Uses it on a long-term basis.

Has been more of a defensive stock. A little rich at 15X earnings. Won’t grow much with a growing US economy.

On his radar screen. Good multiple of only 11X next year’s earnings. With flat screens TVs and 3D TV coming it looks good.

GE (GE-N) or Intel (INTC-Q)? Both are reasonably attractive on a multiple basis but would probably choose GE, which is less of a commodity type play.