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Markets. In the short-term, he is cautious and is awaiting the US presidential election as well as the composition of the house. This is crucial on whether they can reach a compromise on the fiscal cliff between the election and the sitting of the new Congress. Has a longer-term bullish outlook for the US, which is supported by the improvement seen in housing, the continuation of the auto production and feels that bottoming in China is going to help.

One of the cheapest of the big 5 banks. Yield is probably one of the lowest as well as the price to cash flow. Given what they have done with the target receivables recently and given the focus on building up the credit card businesses, he sees this as an opportunity to benefit in 2 ways. First, the cost of capital for these entities will decline and secondly, given the competitive space in mortgages and consumer borrowing, it’s a great way to boost long-term earnings. He sees a 10% upside in the next 12 months plus the 3.76% dividend.

Thinks their penetration into the US will go rather well but also in Canada. Have marvellous menu updates and one of the key drivers to fast food business is continual upgrading or changing the menus.

Likes this one very much. Have done a marvellous job and have more to go. Wait for a bit of a pullback.

He is very bullish on gold. In the very short-term there could be a pullback possibly even as much as $1680. In 2013 he is looking for $2000-$2500, possibly more. Likes this one long-term.

We are seeing a bottoming of activity in China but feels it will start showing some additional strength, especially with their new leadership. He is looking to double his position in the reasonably near future.

Likes this one very much. He has a total return target of 18% of which capital is 16% and the dividend is roughly 2%. The leader in the confectionery area and emerging markets. Good, long-term hold.

US housing stocks. Longer-term, if you believe the J.P. Morgan (JPM-N) projections, there is a long way to go in housing. He wouldn’t buy a housing stock like a homebuilder but would prefer related stocks that would benefit such as Home Depot (HD-N). However, this is gone up a bit too much for him so buy this on a pull back. He has also been looking at Watts Water Technology (WTS-N) but it also has to pull back to around $30-$33.

Has never really liked this one very much. Felt it was the underperformer of the majors. Could be a takeover target at some point but he wouldn’t buy on that basis.

He is adding to new accounts as they come in. One of the hidden benefits is going to be the oil that is transported by rail. That business is not going to go away anytime soon because pipelines will take a while to build.

(Market Call Minute.) Not his favourite.

(Market Call Minute.) Just came out with a bad earnings result. He wants to see how things stabilize over the next quarter or 2.

(Market Call Minute.)

(Market Call Minute.) Sees 15%-20% upside in the next 12 months.

(Market Call Minute.) Cheap but he has other favourites elsewhere.