Markets. We are in a bit of a trading range. Currently we are in the classic tug-of-war. Are earnings better or worse than expectations? Also rising interest rates are not boding well for equities in the longer run. But interest rates are low and will stay low and earnings are good. There is also lots of dividend growth.

Solid dividend player but doesn't necessarily have the growth opportunities that you would see in other sectors. Some of the midstream type companies have a little bit better growth than this one. Prefers others.

Just reported. Had some issues and have stated they are now addressed. Raised the dividend indicating they can't meet their objectives. Have solid earnings. Not expensive. Looking at this one. (See Top Picks.)

This one depends on where interest rates are going in the next 1-2 years. Their chart is almost directly correlated to the level of interest rates. All the lifecos are struggling with low interest rates and how long they will stay low.

Bought this one at $30 when copper was at $3 a pound as the long-term outlook for copper plus a little bit of zinc looked attractive for the long-term. He also felt they were in a good position to raise their dividend.

A dividend grower but he is looking at it as to where the North American economy and the global automotive sector is going. There is no question that the auto sector is making a rebound and this is a major participant of that.

One of his favourite banks. The recent issue built up their capital base and the selling of the real estate will be an addition to their capital base. Solid yield which will grow over time. Have a neat franchise in Latin America.