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Markets. A lot of people think we are way over bought but we are actually lagging, based on 1932 and 1980 cycles. The Dow is supposed to reflect the economy of the time. In 1932 we manufactured everything we used. The Dow was similar in psychology. We have not recovered as much as we did in other downturns. The US market leads and is leading the market. China is the best economy but when you look at financial services markets, the US is still where the money is. We are not over extended and the correction is much further down the road (another year or so).

He sees a consolidating phase and not sure if he has seen the bottom. If you are a trader you could say it has a double bottom and put a stop below that and see what happens. As an investor, let them do a little more work.

The argument for this one is that the environment looks pretty good. Big sales in China and US sales are ramping up. The fleet is getting old, some say 13-14 years. Asia is a very important place to be. When he analyzed balance sheets he bought Tata (TTM-N) and Ford (F-N). They will all break out and do better. Wait for a pull back.

Portfolio managers cut this because of China, but he disagreed. Demand comes out of Asia and not North America. Numbers out of China and India are looking quite good. Produces a lot in Brazil. Thinks they will do well as Asian economies continue to improve. Commodities tend to turn and stay. Copper is looking like it is going to do well.

Just sold his when they announced the deal. But it has done well since then. You have to know what is act two in the play. He thinks you will get something, perhaps a special dividend. He left for a better opportunity but there is nothing negative on the horizon. Great yield and lots of cash on the balance sheet.

Not sure about the mobile market in China right now. A very competitive space. They have been frustrating stock for investors. When the hang sang break out, this could push higher than you think.

Hold a core position in these European banks. Trim on the rise and then hold the rest. Did not take European TARP money. You just need a slight turn in the Spanish market and this one will benefit.

(Top Pick Jul 05/12, Up 8.16%) He has been adding on weakness (<$40). Beer stocks are slow growers because of demographics. But they are also soft drinks and the world cup is coming up. Generous on payouts and grow at 10%.

(Top Pick Jul 05/12, Up 7.91%) Horizontal drilling has changed his energy outlook going forward, so he chose to cut this one.

(Top Pick Jul 05/12, Up 77.18%) trimmed it and added back on the dips. We got a pull back in the spring due to currency flux. It is the third largest exporter in Brazil. 1.7 billions Poultry per year slaughtered. Owns the Brazilian market. They have potential for significant growth. The risk to the investment is currency risk, international competition, of which there is not a lot.

Tradition is that when they get to $100 they split, but the Americans don’t, so he doesn’t know what they will do. $100 is fairly valued, however.

Fundamentals look good for the auto industry, but when you look at the chart, you are up an awful lot. He would like to take some profits. Nothing on the horizon that says to run.

You could trim some off, but the leaders in the industry just broke out. If Asia expands then these companies will all do well. There will be a decent run at these stocks this winter.

He is reducing his position on oils because of his outlook on oils. There will be plenty of supply hitting the markets in the next 2-3 years. We know where 90% of the oil is in the world and most is accessible through horizontal drilling. He thinks there is some head winds and there will be no uplift in energy. Oil field services companies would be a better choice. He has Alta Gas.

Still owns it and has trimmed a couple of times. Yield is good and it looks like it wants to go higher although a lot of the growth is behind it. He might sell it if he needed the cash for another investment.