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Markets. He is very bullish. Recent numbers show that Canadian manufacturing came out 3 times better than expected, US unemployment is the lowest in 4 years, housing starts best in 4 years and China’s money supply and exports are going gang busters. 4^th quarter has always been a good time to be an investor. Everybody has talked about the fiscal cliff but with what Bernanke is doing they are not going to let this thing fall off the cliff.

Had some serious drought conditions in the summer, crop yields dropped and agricultural stocks did extremely well. Came out with a warning today. Agrium (AGU-T) has kind of taken over from this company but this company is very investor friendly. There is some real value here for a value play.

Tomorrow is the last day for their Dutch auction. He is looking to sell some of his holdings at this price. Expecting a good 4^th quarter. He would be a seller at around $115.

He would probably prefer to play this one on their convertible debentures although it is kind of up there as well. Likes steel and this company. 5% dividend yield should be safe.

Loves call options. Covered call options worked really well in a trendless trading range market, nothing too high and nothing too low. Equity options have a real good place in portfolios. Thinks Cdn banks are overvalued relative to US banks. At these prices, there is a real value here. More money available for dividend increases. Would prefer iUnits S&P Financial (XFN-T).

Thinly traded but the market maker has a lot up there in Bid & Ask so liquidity is really not an issue when it comes to ETF’s. Have been some pretty good movement in the global health care stocks. This one has been attractive and people have been pumping money into them on market downturns based on commodity prices being pounded. He is not big on healthcare right now and you’ve had a pretty good move on this one and feels there are other areas with more value.

Now opening VIP theatres where they can serve alcoholic beverages and food. Fantastic company. They are always looking for innovative ways to increase revenue. Nice little 6.4% dividend yield. Likes it here.

There is going to be a time when these commodity plays are going to be great buys. Chart indicates that right now we are in the middle of support and resistance. Have some trouble with the coal issue right now. Great Canadian company. Feels it is perhaps a bit too early at this time but doesn’t see anything wrong with taking half a position.

The “Harrison” factor has done extremely well for the stock. Coal shipments have been very, very small. He likes the rails right here but is a little more partial to Canadian National (CNR-T) because of this companies big move higher.

16% of revenue is based on lumber and there is a pretty good movement on housing starts. This is also a low beta company. Great value. They are looking at doing a feasibility study for the Labrador trough (?). Also shipping some oil. Real good value, low risk play. 1.7% yield.

Investors had been pumping a lot of money into these companies. He doesn’t see anything happening with these companies and thinks commodity plays will do a lot better.

(A Top Pick June 19/12. Up 4.5%.)

(A Top Pick June 19/12. Up 3.39%.) Still comfortable holding this one here.

(A Top Pick June 19/12. Up 33.25%.)

Includes 77% North American companies and 13% emerging markets. Housing starts are gangbusters, the best in 4 years. Thinks that this will now hint towards some sort of municipal infrastructure plays in the US. Thinks there will be a pretty good move in the infrastructure stocks.