(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.

(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.

(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.

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.

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

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.

Low beta ETF. These ETFs have been all the rage and have been fantastic in difficult markets. Things are changing right now. Thinks they should come out with high volatility ETFs. Everyone should have one low volatility ETF. There’s a place for this. These are defensive if market turns down.