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Markets. Europe is a problem zone, especially in the periphery. Germany has really supported the European economy. The EU market is almost as strong as the US market. In the periphery, it is not going any more negative. Turn-arounds in housing, just like we saw some time ago in the US. Free trade agreement with Europe can’t be anything but good for us. A recovery in housing would be positive for the banks. In those regions, banks should improve. He is constructive on the US, slow and steady. He is not as focused as most on the tapering. He is more focused on the outlook for the economy, which the tapering will follow. Short term, it is a buying opportunity. He is focused on 5 years.

US Listed Indian Bank? He has nothing in India at the moment because of twin deficits. Tapering will be negative for the emerging markets. If you are nervous about the economy in a country, don’t own the banks for sure. A top holding is MS-N in global banks, which he feels is still a buy with a $35-38 target.

Very good dividend. If cash flow is strong enough then this should do fairly well. Has had a tremendous recovery. It is not a growth stock, but for a dividend stock it is an interesting one. 2.5% dividend.

Prefers HBC-N. LYG is starting to see a turn. Real estate and banks are linked.

Likes it. Cost management and focus on it is good. Taking a hard look at all their assets around the world. Normalization of ROE will continue. It is an emerging market banks so we have to see a break out in emerging markets, but he sees a breakout over the next 5 years. Pretty good dividend yield.

Will not come back to its glory days, same thing for Blackberry. Does not own Apple or Samsung either. Smart phones in China are $30. Prices are only going to come down.

If the Chinese Lenovo are the last chance, then the Canadian Gov’t may allow the sale. One of Blackberry’s biggest customers is the US government, so it is unlikely to be sold to China.

Getting maybe near the tail end of the performance. He holds on because of the CFO, who is a real visionary.

Chinese Banks on Hong Kong exchange. They are basically government. He has not enough vision on what the government wants to do. They use the banks to command the Chinese economy. Absence of transparency.

No appetite for IBM, not enough growth. It is not a bad company but it does not have the growth prospects of other technology companies.

Good performer over 12 months. If EU is recovering, financials will do very well. Lifecos will do well also. ING has good growth prospects. Not sure where the right entry point is. Analyzing insurance companies is one of the worst jobs in his business. You have to look at their assets. Not sure if you can analyze this as a do-it-yourselfer.

(Top Pick Nov 7/12, Up 43.15%) Still sees watches when in stores at the counter. Young kids even. A fashion statement.

(Top Pick Nov 7/12, Up 40.52%) Reported results this week that were in line. World leader in flavors and fragrances. Everybody is touching a product from when they wake up until they go to bed. Growth story has been the emerging markets, such as Brazil where the women use on average 26 products containing their fragrances per day. Sustainable, 2.9% safe dividend that will probably grow.

(Top Pick Nov 7/12, Down 7.06%) The Mall was jam packed when he visited China last. People were carrying parcels in a ratio of 1:2. Premier malls in the premier cities in China. It is down because people are not excited about prospects for China.

Doesn’t like. Integrated oils are tough to begin with but this one has its own issues. Prefers TOT-N. Thinks TOT does a very good job. Prefers service companies because of more predictable growth. Likes COSL. Also SCL-T.