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BUY

You get a discount to Great West Life. They have not raised their dividend for the last 5 years. There was a breakout to the upside over the last 6 months.

finance / leasing
BUY

A best performing stock. Good dividend growth. May come out with their own versions of electronic cigarettes.

tobacco
BUY

(Market Call Minute) Auto sector is doing well in the US and Ford is one of the bigger beneficiaries.

Automotive
DON'T BUY

(Market Call Minute) Once you get to be the biggest by market cap there is nowhere to go but down. Won’t make you much money over the next few years.

electrical / electronic
COMMENT

(Market Call Minute) Has been a strong performer through the recovery but not this year. Further recovery in US housing will make it go higher but increases in interest rates will make it go lower.

contractors
DON'T BUY

(Market Call Minute) They sold off all of the crown jewels, leaving them with stores and they can’t run stores very well.

department stores
BUY

(Market Call Minute) One of the cheapest and best positioned of the integrated oil and gas companies with special strength in liquefied natural gas.

integrated oils