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Had all kinds of troubles in 2007-2008, but have cut back on the number of models they had. Global economies are going to improve and consumer discretionary stocks are going to do very well. Likes the auto area.

Has some pretty good support around the $80 mark. Consumer discretionary is going to do very well, so all these companies should go higher.

Whether it is transportation or communication or oil pipelines, it is the infrastructure around it that he likes. These are core holdings in all portfolios. 4.66% yield.

It makes sense to look at a basket of auto companies. The trouble with this ETF is that it is Cap rated. He likes this. A lot less risky to buy an ETF then to buy an individual car company.

Likes infrastructure. In 2015, the US will be the world’s largest oil producer, so it is imperative that if you buy a driller, it has to have a US operation as this one does.

Last quarter’s earnings were extremely disappointing however, same-store sales were higher than the competition along with EBITDA. The whole sector has some really serious problems. With their acquisition of Shoppers, the enterprise value is now only 31% food. If you look at the sum of the parts, the stock is worth a lot more than $42.

(Market Call Minute.) You’re going to get the dividend but no growth.

(Market Call Minute.) Coming out with some better earnings and there seems to be a bit of light at the end of the tunnel.

(Market Call Minute.) Not interested. Had some real problems. Poor cash flow. Production guidance is down.

(Market Call Minute.) Loves this. All of these products are going to be used in the economic recovery.

(Market Call Minute.) Social media. 87% of Fortune 100 companies use it. $9.2 billion in ad revenues probably in 3 years.

(Market Call Minute.) They’ve got problems there. Doesn’t like utilities.

Markets. We are in a new secular bull market. There is always room for a correction but that is a few months away (10-20% correction). There may be one in later 2014 or early 2015. A second year presidential year tends to be a little softer. In 2009 there was a trough and he finds they happen every 5 years, so that brings us to 2014. Then markets have room to run after that. Any correction will be a very good buying opportunity. He is a big believer in rotation. Some of the old leaders are just beginning to roll over. He is trying to buy into emerging leaders.

This looks like one of those stocks that may have rolled over. It definitively broke its trend. He would be bearish on this.

There is a nice long rounded bottom or cup and handle. It seems to be breaking some short term support. If it holds this level and then breaks out, you would be okay. He would hold it if you own it as long as it does not break its support level.