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Thinks they have been looking for more acquisitions, but are disciplined. They are not going to do deals that won’t do well. A fantastic company. Runs an extremely tight ship. Likes their European exposure, and feels there are probably a lot more acquisition opportunities in Europe. If they do deals there, he is sure the market is going to like it.

Has under performed on a relative basis, to its peers, mainly because of its Russian exposure. People are afraid of the geopolitical risks. Thinks it is an interesting Buy because of his constructive view on gold. You can trade in and out of this quite quickly if you are wrong.

If looking for a short-term trade than your call has to be threefold. 1.) More dividends coming out of the company to get rid of its cash on the balance sheet. 2.) The US parent comes in and buys it. 3.) More real estate liquidation, which would highlight the value that is inherent in the company. Thinks the value has already been had in the company, so there is a bit more risk now.

Secularly this is in the right space. Everybody is looking for healthier, more organic, more natural foods that are better for you. He’s a huge proponent of that, but this is trading at a massive multiple. In the next leg of a rally, you are going to have to see some M&A happen with some traditional players such as Kraft (KRFT-Q) and Kellogg (K-N) looking to expand, making acquisitions.

Secularly this is in the right space. Everybody is looking for healthier, more organic, more natural foods that are better for you. He’s a huge proponent of that, but this is trading at a massive multiple. In the next leg of a rally, you are going to have to see some M&A happen with some traditional players such as Kraft (KRFT-Q) and Kellogg (K-N) looking to expand, making acquisitions.

Secularly this is in the right space. Everybody is looking for healthier, more organic, more natural foods that are better for you. He’s a huge proponent of that, but this is trading at a massive multiple. In the next leg of a rally, you are going to have to see some M&A happen with some traditional players such as Kraft (KRFT-Q) and Kellogg (K-N) looking to expand, making acquisitions.

Fantastic business. In the long term, they will continue to win. It is the giant in the space. The near-term pullback was consciousness around the consumer and coffee prices. This is a long-term core holding if you have a 3 to 5 year time frame.

Great company. Extremely well-managed. A “go to” name in the gold space. He is constructive on gold, and is buying companies that have under performed, in order to get more leverage. This one will go up, but it is an expensive stock. It should be a core holding if you have a gold portfolio.

A very rare mid-cap Canadian media company that owns a portfolio of very, very strong children/youth oriented titles. Thinks there are still lots of opportunities for them to buy up things people don’t want, rebrand the titles, and continue to capitalize on the titles they own. Have made a bunch of acquisitions. There is potential for M&A activity.

Phenomenal company. Believes people will continue to have an affinity to them. Recent pullback presents a buying opportunity. In the long term, they will continue to deliver double-digit growth. They have yet to really penetrate Asia and Europe, and that is where the next goal is. Trading at about 22X forward earnings. Believes they will continue to earn high double-digit growth. It will be hard to find another company in the Consumer Discretionary space that has the pricing power and the growth that this company has.

This is a key opportunity to buy a name that is cheap, before it re-rates when it communicates with its partner Agnico Eagle (AEM-T) on how they are going to plan to grow and showcase the Malartic Mine. Also, produces copper.

Copper. This is a producer that has underperformed recently as a result of people worrying about M&A activity, as well as worries of a core expansion operation in Arizona. Every time they have talked about M&A, and executed on it, they have done a great job of integrating those acquisitions. Trading at a discount to its peers.

Seasonal Trends. There are some very important things happening right now. Historically markets move up late in June through until the 1^st few trading days in July. This is the Independence Day holiday trade. However, after that, things tend to go wrong. There tends to be a surprising event that always happens. This has happened 6 of the last 7 years. You get a spike in volatility, and markets have a difficult time. It looks like it is going to happen again this year. Seasonally the S&P 500 normally reaches a peak around this time of year. He is currently looking for the markets to be under some pressure. There are signs that the volatility has started to spike again. The Volatility Index (VIX) this week was up 20%, a huge move, implying that once again volatility is coming into the markets.

Gold. This looks very good, and has been up 6 weeks in a row. There was a breakout yesterday when it went above $1335 level, and looks like it is just getting started on a seasonality basis.

Chart shows the trend has been upwards. This has a lot of positive technical things that you want to see in a Canadian energy stock. The 1^st period of strength is late January right through until May. It then takes a break, and around the 3^rd or 4^th week of July it has another move on the upside. Look for this one to stabilize around current levels, but look for another opportunity to add as you get into late July.