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Markets. It’s still a 4 year old bull market. They end on Euphoria, which we are a long way from. Fixed income yields are very low and valuations are reasonable in equities. Looks like another year like last year. Thinks Canada will move in tandem with US this year. Would rather be invested south of the border. More diversity and you won’t get hit with exchange rates. Likes global industrial companies.

Would not buy it here. If you hold it maybe ride it out. The valuation is too rich for his style. Not convinced in the company yet. Still confused about where the revenues come from longer term and how they will manage the company.

Would not be in it right now. Looking for disappointment in the stock price with upcoming news. Questions if people will switch back now that they switched away.

Prefers to Baytex. Better managed company and less dependency on heavy oil. One of the first to utilize rail shipment of oil. 7.2% dividend that he not worried about being cut.

Banks – Do you buy them individually or the ETF. His view is that his job is to decide which companies to be a shareholder in and he chooses TD, which he owns.

Slowed in its growth rate, but trades at a very reasonable multiple. You try to buy it a little bit lower. Buy under $20 as we approach the debt ceiling talks next month.

Better return that cash, primer REIT in Canada. Lots of new entries in to Canadian retailing. Would not hesitate to add more to existing positions. Hold to 3 to 5 years.

It is not going to take off. He has a muted outlook on oil itself. Because of problems in Canadian resource sector last year it didn’t do well but this year you can look for a better year. Brought more production on line. A good solid return but it won’t take off.

It is getting there and is interesting. On his radar screen. Earnings are growing by a multiple of 20 is too rich. It sold off with US dollar stores last month and so he is taking a good hard look at it. Very well run company.

May have bottomed but he is concerned about the dividend which seems a little high. 3 consecutive years of earnings declining. 81% payout ratio. Serious headwinds as an industry.

(Top Pick Feb 2/12, Up 10.66%) Has underperformed. Earnings disappointment. They have some European exposure. Peterbuilt. Looking for earnings growth this year and is happy to own it. History of dividend increases.

(Top Pick Feb 2/12, Up, 26.38%)

(Top Pick Feb 2/12, Up, 11.92%) Has not been easy to hold the last 3 months. Wishes he had added to it after the 30% sell off. It got ahead of itself. All the bad news. We will find out what’s going on next Wednesday.

Pioneers of the private equity business. Still has about 5.5% yield, 7.5 times earnings. Not looking for a dividend increase. A little more volatile than the S&P. 65% owned by principles.

Columbia and Trinidad. Hit exit production guidance for the year. Last couple of wells came in very, very well. Overly penalized for the international exploration discount. Reserve report coming out in the next 2 or 3 weeks.