He bought this on the big drop in February. Nice dividend of 2.8%. This is an opportunity.

Great dividend and nearly 5.5%. This stock has always stayed above the 200 day moving average. Cash flow is great. This would be a more defensive part of your port folio.

Likes this one and has been watching it. Long-term you have definite secular growth. The PE makes him a bit shy about purchasing it. Would prefer it in me mid to early $50s.

This holds all of the large-cap gold companies. Completely oversold and trading very divergent away from gold prices. If gold continues to move up and Europe continues to have issues, he feels gold can do well.

Has done extremely well and is up 15%-16% year to date. In the near-term, it has gotten a bit frothy but you should continue to hold it over the next 12 to 18 months.

(A Top Pick March 17/11. Up 75.67%.) Still loves the stock at this point. It is growing at 20%+ based on estimated earnings. Trading at a market multiple 13X PE. Consider Buying if it gets down to $565-$570, its 50 day moving average.

(A Top Pick March 17/11. Down 27.79%.) The problems last year were really Europe. Longer-term, these types of energy names, particularity in the oil Sands space, will continue to do well.