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Markets. Resource stocks, although not showing the best resilience, are probably the best traders and this is the most stable sector that we have. They are preparing themselves for the eventual great rally. You have to be patient. Banks are looking very good, partly because international banks have moved into another down phase. With Spain leading the way out of the depths, he is thinking Europe is looking pretty positive.

TOP PICK

Randolph Taylor has just had to sell down to 25% so that the company can be qualified to become a Canadian bank. One of the leaders in foreign currency exchanges in North America.

TOP PICK

Satellite spectrum band hardware and software. For example, on all the fire trucks in New Zealand. Global supplier of ground in mobile vehicle-based hardware and software. Yield of 2.78%.

TOP PICK

Their unique cameras will be transported up on the Soyuz spaceship.

BUY

A company in transformation that has made a very serious acquisition in the US that will take it into software management services inside banking operations.

COMMENT

The most advanced of the graphite companies. This is slate graphite, which is the most important. Very dedicated company. Production is probably 2-3 years away. He is not an enormous fan of graphite. Prefers the metals.

COMMENT

Feels this one is all right. Not a huge fan of the oil/gas sector at large. He is probably more interested in rail cars and safety valves.

BUY

This will continue and will open more branches. Their $100 million dollars of debt is not an issue. Have miles to go yet.

HOLD

This sector is reasonably strong. Has had a lumpy kind of uptrend. At some point the housing market will run out of steam. He prefers Brookfield Residential Property (BRP-T), luxury housing on the West Coast.

BUY

Very powerful company in children’s programming. He expects it to continue higher and will eventually be bought out by one of the majors, the Disney’s of this world.

COMMENT

Your thoughts on the growing deficit between Japan and the US and will gold eventually make its way back up? Doesn’t think this has any relationship with US and Japanese relationships, etc. Gold is a sector that will do its own thing. It is not subject to conspiracies or to any kind of strange event at all. It is only subject to the lack of new high-grade deposits. At these levels, companies like this are trading very well. Good for a long-term hold.

COMMENT

Has been going through 2 bizarre attempted takeovers and is rejecting them. Have very important rich offshore assets in the area of Thailand.

PAST TOP PICK

(A Top Pick Oct 17/12. Up 44.42%.) One of the best possible Canadian companies. Their recent Norwegian exposure is wonderful. Possibly explosive.

PAST TOP PICK

(A Top Pick Oct 17/12. Up 26.89%.) A very special controlled company of the Brookfield group. This one is occupying vast lands on the US West Coast and holds luxury properties. A very good way to be invested in the best side of the housing situation in the US.

PAST TOP PICK

(A Top Pick Oct 17/12. Down 59.13%.) Very clever company and you have to take a long-term view of their Mongolian interests. Did an interesting deal in taking out a royalty streaming company with cash. You have to be patient.