In the short term will see weakness in light of fed announcements this week. You will see some money flow out of them but long term (3-5 years) you will see good growth. Wait a while if you are going to add more to it. Weakness in the near term. Has some Great West, no SLF, no MFC.

Got cheap several months ago. LNG is the long term factor with these stocks. In 2014 the people expect better drilling in the US. We have to see increased drilling in the US and increased utilization numbers. Holding but not adding.

Could end up being a game changer. Increases their exposure to the US tech sector. Lending solution. Likes it. Not the cheapest entry point.

Surged today. He should have owned it. You are seeing banks moving away from anything non-prime. This allows them to have a really good run in that market. US were shorting it, expecting a US style housing crisis but it didn’t happen. It is a trade.

Oil prices did well but gas has not. Temporary problem in western Canada and that will solve itself over the next couple of months. High quality name. Pick away at it when you get your chance.

Sold off with all the REITs. Well diversified and in the US. Discount to the rest of the space due to external management company that has gone away now, and that will give a lift to the price. 5+% growth in the stock price expected.

Energy infrastructure space. Sold off because of interest sensitivity and missed last quarter for first time since they went public. It was because of weather. The yield trade caused them to sell off also. They are building their regulated business. Most is unregulated, making them more volatile. They have storage and pipelines and environmental services and a marketing arm that makes money off differential changes.