Surveys suggest high response rate to buying an iPhone 5. Loves what is in store for apple during the next 3 months. Has a really strong lead that is going to be hard for people to catch up on.

(Top pick Sept. 27/10, Up 13.18%) Best known in Toronto for Liberty village.

(Top pick Sept. 27/10, Up 47.45%)

(Top pick Sept. 27/10, Up 43.56%)

Corn and Wheat prices had been quite strong. Fertilizer companies make a lot of sense. He would buy the stock. They beat the latest estimates. Longer term he thinks agriculture is a good place to be. He thinks there will be a forth quarter rally. He owns CF industries, AGU is more diversified. It is one of the few industries he is focused in.

Nat Gas is a tough business right now. In energy he has gone from overweight to underweight (8%). He wants a yield in energy stocks. This one is only 3%. The stock is not responding. The big producers are performing badly. He would prefer to stay away unless it has a bigger yield. Prefers mid-stream assets in energy.

Not the type of stock he buys. Wants higher growth. But technically all these tech stocks topped out in 2000, while growth rates have been slow. MSFT has grown earnings much more, multiple is quite low. It will under perform if tech stocks do extremely well. It is safe, though