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US Inflation. How will this affect Canada? Thinks the US inflation will be more affected by the fact that they have to kill the currency. At some point they have to let the dollar go. We are living in the fiat currency system where the debt and currency are similar. In Canada, the bigger issue is that we export most of our goods to the US so he thinks we will track the US.

(A Top Pick November 30/12. Down 49.98%.) He has just been managing his gold exposure but has just started adding. Pretty good entry point. Their costs of production are under control.

(A Top Pick November 30/12. Up 26.4%.) Likes all of the pipelines, only because they are monopolies. They are cash flow machines.

There are reports that they may push further into the oil sands. This is the only base metal that he holds. It is diversified. For a long-term investment, he feels it is a great one. His company has this as a Neutral with a $32 target.

(A Top Pick November 30/12. Down 4.08%.) He is still going to hold. Likes the yield of 7.6%. This is green power.

He wouldn’t add to this one, but rather would try to find some of the convertibles. They have a convertible right now that is yielding about 14%. If you want the yield, this would be a good one to be buying, but the convertible debenture is a little bit better. Sitting on about $100 million that they have to figure out what to do with.

One of the only REITs that he still holds. He likes Australia. The problem with this one was when they first set it up, the Australian currency took a big hit right off the bat and that’s why it came down. They are now hedged. Great entry point at this level.

His company has this as a neutral with a $12 target. What he would be looking at in the oil patch right now are the companies that have cash flow and growth in earnings and very low debt levels. The overly indebted companies are being squeezed by the banks right now and, because of that, have to sell a lot of their assets. The smaller, lean ones, the royalty ones, make a lot of sense. There is some shopping to be done in the oil patch because there is restructuring being done.

This company has a lot of issues. They have a lot of management, a lot of fat, a lot of debt, they have the copper asset. This is not a company that he would want to own. He would prefer the leaner ones.

His company has an outperform and $10 target on this stock. As the price of gold comes back, this company will start to come around with all of them. Have a pretty good inventory of companies. 5.24% yield.

The trouble with this company is that it is in base metals which have been dragging a bit. As China, India and all these countries becomes more consumer oriented, these are good companies to own and hold for the long haul.

For a long shot, it is not a bad company. They have a pretty big find in Colombia. Thinks it is tracking almost 25 million ounces and not showing any kind of value right now. If you want an exploration play with good upside, this would definitely be one. This is exploration and he feels there is way less risk on the producers right now.

Within the real estate sector, we need to see a correction for people’s ability to pay for homes. Yields have been low and because of that, people have been buying homes that they probably won’t be able to afford at higher rates. The other issue is that once inflation kicks in, you are going to get the reverse.

A 3-D printing company. Has always liked technology, especially when it is constructive technology such as this. It is really changing the way we manufacture. Thinks this one is here to stay and will definitely change the way manufacturing occurs. Looking at it as a long-term investment story. This company has the earnings and sales are there. They are beyond development and are now in the implementation stage, where these companies really start to track. Have the earnings that they have been buying the competition and innovation is just starting.

Good entry point at this price. Switching to a dividend model. Debt to equity ratio is something like 12%, which is very small. Will be really good for a portfolio on a long-term basis. Yield of 5.7%.