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Markets. Earnings picture of many major companies indicates a slowing global growth profile. US and Canadian equities are pretty good places to be relative to a lot of the other alternatives. Europe has many more issues than we have in North America. Looking at equities relative to bonds, he thinks the value pendulum has very much swung in favour of equities. On most metrics, people would classify equities as cheap as they ever have been relative to bonds, at least over the last 4 or 5 decades. As long as the US economy doesn’t dive into a deep recession and companies have a lot of cash on their balance sheets he thinks things are going to be okay.

An impressive growth company that you can buy today at what he would classify as a value price. The price has come off recently so he has been adding to his position. The new iPhone 5 is selling extremely well. It is going to be a very good holiday season for them. The only thing that he would watch as a risk factor is the margin profile.

There is seasonality in the oil/gas business and patterns are fairly well known by investors and is sort of implicitly built into the prices. He doesn’t own a lot of oil/gas stocks. Trying to predict the oil price over the short-term is very difficult. Looks like the supply has actually been more than was thought this year, in the US in particular. There is this geopolitical price because of potential conflicts in the Middle East. This is one of the blue chip names in the sector and this one would be a pretty good bet if you like this sector.

Has been one of the better performers in pharmaceuticals relative to some of its peers. There is probably some concern with the upcoming US election and based on how that swings it could have a short-term impact on the trading price. Good dividend yield and a relatively low PE. Good long-term Buy & Hold. Dividend should be safe.

Has been somewhat less volatile than others. That could be because of the parent company Asian ownership. Wouldn’t have the attractive growth profile as smaller companies but it is safe and has a dividend. As a blue chip way to play the sector, it has been a good performer. 4.5% dividend.

Québec-based engineering/construction firm. Very well run company. Pays a very attractive dividend yield of about 7%. Feels the prospects for it are fine. There has been some concern in that sector that a lot of these companies have significant projects with governments, large oil/gas companies and if there is a slow down in the more cyclicals sectors in the economy, a company like this could face pricing pressure or lose contracts. One of the better run businesses in that space.

Likes the precious metals and gold space. Thinks that every investor should have some inflation protection, particularly with the global reflation that we are seeing with every bank in the world, not excluding the Federal Reserve in the US. Gold stocks have significantly underperformed gold bullion and he thinks some of the equities are good plays. The one attribute about this one is that it had been out of favour and that sentiment has changed recently. They have more exposure to safer jurisdictions such as Ontario, Québec and Canadian.

1.7% dividend yield for a business this stable, one would expect a possible dividend hike. Have been trying to grow their business in the US with mixed reviews. Expect the stock would have a bump if they decided to scale back and increased their dividend. Has never been particularly cheap.

(Market Call Minute.) Trades at a very steep valuation. Has been a great success story but very expensive.

(Market Call Minute.) Recently sold his holdings on concerns of the move from PCs to tablets is having a more significant impact on their business.

(Market Call Minute.) Although the stock has been beaten up and looks cheap, they have a real uphill battle facing companies like Apple (AAPL-Q).

(Market Call Minute.) You’re not going to get to hurt by this one. Steady 5.5% dividend yield. The recent blocking of the acquisition bid suggests that it is going to be more and more difficult for a company of this size to grow quickly.

(Market Call Minute.) Very cheap with a high dividend yield of over 6% but there are a lot of secular challenges in this business.

(Market Call Minute.) Likes the whole US banking sector.

(Market Call Minute.) Always trades at a premium valuation and people are now questioning whether that is justified as they are having a more difficult time controlling the market on potash and controlling prices.