Still a little bit of an overhang on this stock from the keystone question. A great entry point right here. Thinks Obama will give it the rubber stamp.

Likes it. It’s a larger macro issue on whether et orders will be there but people around the world are building out their transportation infrastructure.

Has been an entry point for 3 years. A terrific company, but he would wait now for that space to pick up. He prefers Crescent Point for the dividend. Don’t pull the trigger on SU yet.

Made up of out of the money options and bring in a premium. Down about 16% but a yield of 10%. Protects bank holdings. Not a bad entry point right now, but only take a little position.

Continue to hold. Well managed company and don’t worry about holding it and without a stop loss.

A lot of the treats never really transpired. Down 45% from high, 20% this year. Pretty decent entry point right here. Use a stop loss.

It’s an unpopular thing to say you are not in the banks. He is concerned about what will come out in November. None of the bond desk are making any money. He owns legacy positions.