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Markets: Wrestling match between mushy economic conditions on one side and hopeful rallies on the other as banks pushed out stimulus. Savers are looking for something that gives them a little more yield. The core themes has been predictability. You need securities where you know they have the ability to pay and that ability is growing. Each rally that comes on behalf of one of the policy initiatives has been shorter and shorter.

Helped by QE. It is making its way to the banks but not getting through to the economy. They are in good shape to win some market share by way of loan growth. They have a strong balance sheet. They can make their dividend. There may be growth in it and they may institute their share repurchase plan. Revisions of earnings continue to go higher. You want to see fundamental characteristics and price characteristics that support the view. In this case you have good fundamentals and positive price performance so the wind is at your back.

Has been in Apple a few times. He uses stop losses on all positions. It is important to watch how Apple performs in this market. His view is that this correction is not constructive and he sold his position. There is some risk in it and he chose to go somewhere else. He would wait for a new high to want to go back in.

Dividend growth excellent over the last 5 years but it is not behaving like it should. It could be vulnerable. He would stay clear right now. He would like to see how the security participates on a good days. Wants better behavior before he participates again.

15% dividend . Invests in bonds, many of which were issued since 2008. This is not the right group to be in. It provides yield, but there is risk. Well managed Mortgage REIT. If you believe long term rates are going higher you want to sell, but he doesn't see that. This group probably represents a good entry point right now.

Banks. It is important to focus on the right groups. Wants strong cash flow, good balance sheets and strong dividend policy. RY fits all of this. Canadian banks are under performing US banks, which he prefers. Thinks you would do better in City Bank, but RY is a leader in Canada.

Positive is that they have gold stream coming through it. Each rally has less and less legs. No positive guidance on this quarter in this group. It`s a bottom fishing play based on QE3.

Speculating that data gets better. He would be cautious. This is a play on the whole sector. He would look to what is working.

(Market Call Minute) They are going through a big shareholder turn-over and their major markets, financial services, are in cost cutting mode.

(Market Call Minute) Precious metals group benefits from all this money printing. Likes it and the group.

(Market Call Minute) Be careful of the big Canadian Western producers. Not behaving particularly well.

(Market Call Minute) Pulled back and he could own it.

(Top Pick Oct 25/11, Down 8.39%) A year ago the market was lead by high tech. Now semi conductors is becoming a laggard. Intel has a big impact from the PC market. Great balance sheet and cash flow but there are better opportunities.

(Top Pick Oct 25/11, Up 16.47%)

(Top Pick Oct 25/11, Up 41.03%)