PARTIAL BUY

An ETF or a stock that would be good in the materials space? In this sector, you are typically talking about things such as gold, copper, silver, metals, mining and fertilizers. He would probably be inclined to go with a name like this which is already started to move up a bit. He would also just take half a position.

PAST TOP PICK

(A Top Pick October 16/12. Up 59.34%.) This has always been a large conglomerate of media holdings. They spun out The Stars network in January. Still likes.

PAST TOP PICK

(A Top Pick October 16/12. Up 17.1%.) This is actually trading a little bit behind its peer group. He got stopped out of it a while ago. If you still own, you should be happy with it.

PAST TOP PICK

(A Top Pick October 16/12. Up 3.38%.) A Netherlands-based carrier neutral cloud hosting site. Have 1200 customers. His thesis behind this was the very popular Cloud theme combined with a European turnaround. Didn’t work out the way he had hoped and he was stopped out about 6 months ago.

DON'T BUY

It seems that everybody is out to get this company these days. This is unfortunate, because it is a great franchise. He typically moves on from things that have flies on them. He likes US banks and would suggest that you look at an equal weight U.S. Bank ETF.

COMMENT

Our housing market is no different than other housing markets, but qualifications in our mortgage market are definitely different than in the US. You could also look at Counsel (CXS-T). Both are quite good names.

COMMENT

Used to own but sold his holdings when the stock moved up so much. Currently prefers 3D Systems (DDD-N). 3-D printing is quite fascinating with what is happening on it. There is new interest in this space.

COMMENT

Have a dividend of $0.28 per share, which is 3X what it was 3 years ago. They have $75 million in cash and have announced a bunch of buybacks but he doesn’t think that’s what they should be doing with the money. They should get rid of the Bing search engine, which is not working and costing a lot of money. They should also raise their dividend. If you want a greater return, he would look elsewhere. He is not the least bit interested in this name.

HOLD

There is one thing going for this company and that is it is now trading above its new issue price of $38. When a stock is trading above its new issue price, it probably has higher highs ahead of it. If you own, support it with some kind of stop loss and continue to hold.

HOLD

Had an almost 20% decline since May 22. Thinks about 90% of the correction is done, but he would wait a few months before adding to holdings.

BUY

This has big holdings in things like Johnson & Johnson (JNJ-N), Pfizer (PFE-N), Merck (MRK-N), etc. Has done very well year to date.

BUY

We have seen underperformance in this name, ever since the days started getting longer, in December. You can accumulate this. Europe is still a major part of their revenue and it has been lagging but is turning around now.

HOLD

Just recently bought this for the 1st time. These names are cyclical and are in favour and out of favour with all kinds of different factors, ruining what is a pretty good story for the last 10 years.

TOP PICK

GPS technology. He was looking for a technology play with a good yield. Likes their Marine, Fitness and other divisions. Feels that the GPS market as a whole is going to be huge. They are reinventing their product array and it is a really, really strong company. Lots of cash. Yield of 4.1% with a 60% payout ratio.

TOP PICK

One of his favourite “buy and hold” names. There is a high barrier to entry. Almost a monopoly. Have a great relationship with distributors and advertisers.