N/A

Markets. Doesn’t think Fed knows how to get out of QE. The Fed thinks there is much more trouble than most of think there is. The debt ceiling is coming up. It is one crisis and then another. You have to have some cash for sure. There is going to be some serious volatility. Don’t buy on the dips but buy on the craters.

BUY ON WEAKNESS

67% of the Canadian market. We love to be entertained. Had record attendance which means concession revenues are huge. He likes it. It is a pretty good buy right here.

BUY ON WEAKNESS

They are into everything. He is big on infrastructure and GE is a play on this. He thinks it is a buy on any crater (dip in price).

SELL

Composed of dividend payers, not just dividend growers. He would have a hard time buying it here. But it should have really good support here and would sell on any pullback.

BUY ON WEAKNESS

We all need the products they are producing so they find it easy to raise prices on these products. They are moving more into emerging markets and that’s where there is growth.

N/A

Gold. There is only one gold company that beat the rate of return of the bullion. CGL is the gold bullion ETF. FNC-T is the only company to beat Billion. He also recommends OSK-T.

BUY ON WEAKNESS

Great history as an oil services company. Likes that they have operations in the US. Beat consensus last year. Great balance sheet.

BUY ON WEAKNESS

You could hold for 10 years. Favours this one. It has outperformed.

BUY

Cream of the crop. Has been in transition for the last few years. But this is the one to die. Likes it here.

PAST TOP PICK

(Top Pick Oct 17/12, Up 18.88%) Still likes it. It is still going to move higher. He is bullish on infrastructure and construction.

PAST TOP PICK

(Top Pick Oct 17/12, Up 28.11%) Results were a little lumpy last quarter and the quarter before that was devastating. They had trouble with trucking and courier areas and some short term headwinds coming but he will still hold it. Acquired VTZ.

PAST TOP PICK

(Top Pick Oct 17/12, Up 25.77%) Company is a worldwide leader in data analytics and advise on marketing. They can increase revenue from this with some of the plans they have in place. Still thinks it is going higher.

BUY ON WEAKNESS

Almost made it a top pick today. Likes it a lot. Great management, Superb balance sheet. Beat estimates last quarter. All about mobile phones. $67.30 area support. Preferred way to play the sector.

BUY ON WEAKNESS

Wal-Mart or Cosco? Cosco turns over inventory 12 times per year. Prefers over Wal-Mart.

BUY ON WEAKNESS

The world hates oil sands oil. Keystone may not happen. Likes this one. Oil and gas, not oil sands – just heavy oil. Good yield. Gang buster quarter. 100% payout ratio is not bad here, he argues.