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Numbers out of China are starting to weaken. Seeing weakness in Japan manufacturing for last number of years. Europe is showing contracting numbers. US manufacturing is showing some decay. S&P: It's what you are willing to pay for the earnings.

Build a little position but don't build more than a half. We broke the trend of the last 6 months. More than half of revenue is from coal space. 70% is from Asia. US housing recovery is not a theme that they will benefit from significantly. China will grow at 6-7% over the next year or so. Tradable rally into next year.

Nat. Gas: Forward prices are in the 4-4.5% range for next year but he thinks this is on the high side. Trading in the next couple of weeks is positive on. (HNU-T)

US Hedging in ETFs: You can't hedge your own portfolio unless you have millions and millions. ETFs can lock in a currency contract for each month.

Preferreds have a bond-like characteristic in that investors invest in for yield, rather than for growth. Does not see any major rate hikes. A fine alternative to fixed income.

Yields are so low that it is a terrible investment thesis to being in fixed income. You get maybe 2-3% return and after inflation and MERs you are at zero. 5.8% yield (average coupon).

He is the most bearish on Japan. Population has peaked. They can't grow. They are loosing competition to South Korea. Japan will be a lousy place to invest for years and years to come. Worse debt to GDP problem. Doing QE for 17 years and it is not working.

If the FED has shot their last bullet with QE2 to infinity, then what can they do next? This is the best in breed. What happens when we have the inevitable correction? Wait for a pull back. Don't chase strength at this point. The markets are okay for a couple of months yet, however.

When oil prices come down airline stocks do well, but he thinks oil prices are rising year over year. This is speculative. We are at the top of a trading range. It will be speculative until it breaks out of a multi-year range.

Education Segment: QE infinity: 2.8 Trillion in Fed now and if they buy these bonds it will hit 4 Trillion. He is wildly bullish about gold, not as much gold stocks but gold for sure. Different types of inflation: (1) Demand Pull: not enough supply; (2) Cost Push:Wages dramatically stronger than the cost of hiring extra workers; (3) Pricing Power: eg. Apple can charge $899 for phones; (4) Sectoral: When Fed does QE and money gets into system and rise in oil prices leaks into other industries. US dollar will remain the reserve currency for years and years to come because there is no alternative.

Wide mouth beer can doing very well. Stock has done very well this year and if you are worried you should take profits.

Problem with US food retailers. Margin Squeeze. Has been a major value destruction in this stock so stay away from it.

This is a good one. They are going to be increasing their payouts and have said when they are going to do so. This is because they halved the payout when they hadn't financed an acquisition in Calgary several years ago. 4.9% distribution. Nice mixture of office, retail and industrial. Good diversification.

Blue chip global multinational. More professionally managed than one or two of it's major rivals. More liquid than others. 4.9% yield.

Big casualty of Apple and Google. 9.5% dividend that wont be there for much longer. Why would you want to be here. What is the value in the patents.