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Markets. Investors are going to keep expecting central banks to 'stir the pot'. The economy is not strong. The unemployment rate is coming down because people are leaving the labour force. They need to keep mortgage rates as low as possible so the housing market can recover. Lumber stocks are a speculative trade. They will rally in expectation of things being fixed in housing. S&P earnings went down if you exclude the banks. You are starting to see that earnings momentum is slowing down. IMF said it will be slower for the next 4 to 5 years. We are in for a bit of a harder landing globally and it is because of global debt. More and more S&P earnings are from global earnings so it is a benchmark for the world. If the fiscal cliff comes in we have a GDP recession next year in the US.

You can't get wildly bullish yet but it makes sense to accumulate. There is a major bottom developing. On the 5 years chart there is the potential for a major head and shoulders.

A leveraged play against silver. He is wildly bullish long term on precious metals but they will be volatile. It is a range trader but he thinks it will break out soon. Buy into the pullback here but you have to be comfortable with 15-20% volatility.

The $1720 low for gold prior to QE, gold should not pull back below that point. If it does, sell IMG-T.

Has all the global steel players in it. The Chinese government is 50% of GDP. He would not buy yet, but sometime in 2013 for a 3-5 year hold. Don't chase it here.

REITs. XRE-T and ZRE-T. Differences are the weightings. It's expensive and there is a 5% correction risk. Wait for that if you want to place more money. Sector should be okay from an interest rate perspective. Not a lot of value in the REITs at this point.

REITs. XRE-T and ZRE-T. Differences are the weightings. It's expensive and there is a 5% correction risk. Wait for that if you want to place more money. Sector should be okay from an interest rate perspective. Not a lot of value in the REITs at this point.

Based on broad based hedge fund index. They are all under performing this year. Will do well in a bearish environment for stocks. Just came out this year and is flat. It's a good defensive thing. But if you are bullish, stay away from it.

You have to love this space because they take almost no risk. Thinks consumer deleveraging will have an impact on earnings. Right now there is a powerful trend on this stock. Look for a pullback to buy. It is a little over bought.

Educational Segment. S&P closed last week at a very key trend-line. Last year coming off the lows in October, market came up and held the trend-line for a couple of weeks, broke inter-week and closed above. Trend-lines are interesting because you get an opportunity to put in a trade with a fairly tight stop. Thinks the market grinds higher into the end of the year even though expectations for earnings are lower. If we close back below 1420 then we start to get nervous.

Market. He is a little frustrated because what he is seeing is that the European analysts seem to be little different than the North American analysts. They tend to take a “follow the data” approach and Europe is definitely in a recession as far as he is concerned but they are not writing the price targets down and, as a consequence, prices for European equities are elevated relative to where they should be.

Since 2009, this company has had a phenomenal run. It is up 40%. Telcos are effectively a proxy play on GDP. The only concern he has on this in the near term is really the pension liability. Feels that as the US starts to recover, we’ll see higher interest rates and this should move slowly back on side. Good dividend. On weakness, you might want to add some.

(German Exchange) A diversified logistics company but think of it as a Port of Hamburg support facility. Has underperformed fairly significantly for the last couple of years, which is surprising when you consider the export strength Germany has recorded over the last few years. Poor balance sheet.

Company has had a pretty phenomenal performance. Has invested very heavily in front of the 07 jet (?) which has led to some very good growth projects coming on stream in the next couple of years. This is one of the few major oil companies that could increase their dividend. Good balance sheet. This is more of a long-term buy and hold company.

Canadian banks. Doesn’t feel they are a good buy at this time. They are effectively geared to move forward on the back of the Canadian economy, which has done very well over the last couple of years. Feels there are better opportunities in the US. US banks generally are well capitalized and they are at a point where the US economy is starting to recover.