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Nothing wrong with the company but if you want the Canadian energy sector you want to be diversified. You might want to look at ZEO-T, an ETF with equal weighting. It should get a better long term result. He is a big fan of it and it pays a dividend of 3%+. But there is nothing wrong with CVE-T. The sector will be range bound and you should take money off the table when it is weak and then wait to put it back in.

Some recent index changes are putting in some better companies into the US indexes and this could benefit index ETFs. SH-N you could hold if the market fails to break August highs.

Good way to play silver and gold. Short to medium term trade. But stocks need to start to fail here. The improvement in the Syrian situation is a bit negative for silver and gold.

Preferred stocks are still trading at a little bit of a premium. Over the next 3-5 years you will get your coupon, but a good correction has already taken place considering the QE tapering that has occurred. Thinks we will stabilize for a number of months. You could get the 4% average yield or go for common stocks. Common shares will fall more than preferreds.

The better way to play Europe is VGK-T because the MER is lower than the iShares version. It is probably a better holding but is at a 52 week high and the market is not ripe for a breakout. We are re-testing a high and if we can’t go higher we will correct 5-10% and that is the time to get your money to work in Europe.

Preferred 4% shares. It depends on what else is in the portfolio. Company and dividend is safe. It could correct a little bit more but he would not sell here for reasons of risk.

[Caller asked about playing food.] This is not really a play on food, but on low beta on the TSX. This is the best way to play food.

Educational Segment. Model Portfolio Update. Sept/Oct are often the challenging months. No change is needed this time. We are defensive and are getting a pretty good yield. The total return is somewhat soft based on the fixed income holding. Last week we added gold but it pulled back. The High Volatility Put Write Strategy did well. If the market tanks it could really be hit. What could viewers do going forward. We are underweight Europe. If Europe starts to get cheap we might want to rotate into it. No trades this week.

Markets. The new Federal Reserve chairman is significant to the markets. With Summers stepping back the markets are liking it. Larry likes the new favourite. But we are up against the August highs in US markets. We may get news on tapering this Wednesday and the market may not like it, so it could pull back. He is positive on markets, although not on the US economy, as long as the fed keeps up stimulus. With Syrian tensions easing in the last couple of weeks we could see some premium coming out of the crude markets. If we close below $102 then the breakout has failed and we will come back to the old trading range of $88 to $95 in the later part of the year.

Markets. It is the end of Summers’ rally J He is quite bullish on the markets so is on the long side. In Europe manufacturing activity is picking up. Economies are stabilizing quite quickly. Europe could be a very interesting place to invest going forward. Likes N.A companies with exposure to EU as well as Chinese companies. Retail spending within China is really pretty good.

Very solid balance sheet. Highly levered to markets. You will need a lot for it to happen in order to go up. Prefers banks, BNS-T especially. It will be positive if they buy CI.

He has been quite negative, given the exposure to nickel. Madagascar still has problems getting to the ramp up level. Nickel prices will be challenged because of the supply prices. There are lots of talks of breaking up the company. He would not go in until he is more confident it will happen.

Has always been on a list of very good companies. No cash flow problem. This is a go to name. This would be a great time to buy it except that seasonality has run out. He would look for a bounce to take profits.

Likes it. Extremely well managed. He has MRC-T in his portfolio, which he prefers.

Exposed to uranium. A bunch of company specific issues. You need more positivity in the uranium market. Things will continue to struggle because Japan is having delays in restarting reactors. Long term he is positive on Uranium with Russia winding down their decommissioning plan. Prefers CCO-T.