Uranium sector overall will be a challenge over the next few years. Nuclear is a solution for the world that we are going to have to adopt and so will do well over the next 10 years. You could buy in the dips but would be surprised if the ranges broke in the next couple of years.

You have to watch around the $400 level. We have seen it hold a few times over the next few months but if it falls below that it will go 10% more.

Interest rate sensitive stocks started to perform poorly when the FED first talked tapering. In 2014 we will see interest rates tick up a little, so this one will be range bound.

It has been a growth story since it went public. There is probably still more to come as they open more stores. It is the kind of stock that will not do so well in a stronger economy. Would find it tough to buy here.

Canadian Banks. If you like the dividend, ZWB-T is a better way to play because of the covered call overlay. Thinks banks will be range bound for the next 6-12 months and are fully valued. But good value in pullbacks.

Mutual fund industry will go through big changes over the next few years. It involves full disclosure over fees. He thinks eventually the two products will be the same size. AGF is a high dividend payer and people like that.

If gold stays low then you will get a lot of shutting in gold so there is probably a floor on the price of gold. He thinks there is an opportunity where the sector is pressed lower due to tax loss selling. He is not bullish, but it is at the bottom of a range so you could nibble.