We are at the ’09 levels and now they are starting to produce. If they turn around maybe it would be interesting. Doesn’t know about the management and the replacement of the CEO.

Dow with covered call overlay. You get extra income. He likes this because the markets are so high. You get the Dow dividend plus the covered call overlay. Broad diversification globally.

Energy stocks are relatively cheap right now. A play for the next 5 years. Be patient and you can probably pick it up for $32 ish in the next couple of months.

If interest rates go up a little bit, what will the impact be on the demand for autos? A lot of stocks that support that sector could be soft. Wait for the second half of the year before buying.

Like the S&P of Europe. Buying it in US dollars right now makes sense.

They have a benefit from higher rates but they have 35% growth in Asia, so you are going to see earnings growth. Buy on weakness at $19. Will raise dividend at the end of 2014.

When you get something unexpected like today you are okay.