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Sell and move into another telco? Because the yield is quite a bit higher than the other names, you should hang on to this. Some sort of consolidation in the space, could be there.

Likes the rail space. Canadian Pacific (CP-T) looks a little bit cheaper on a growth to the PE metric. It makes a lot of sense to own these types of names.

When he looks at the resource space, he is looking at energy before looking at base metals. Some of these names have moved forward a bit, but this one has kind of meandered along and hasn’t done so well. Also, China is not gobbling up resources like it was 10-12 years ago.

This was a name that had seemed expensive, but the earnings just crept higher, and they have done extremely, extremely well. Earnings moved up faster than the price and the PEG ratio is at 1. It has moved down to near the 50 day moving average, and he would be comfortable owning it.

Storage in Cloud is the future, and this is a great name. PEG ratio is at 1.2, so you are not paying social media type of valuations. This should do well.

There is a lot of momentum behind the stock. Trading at 42X forward earnings, which is pretty expensive. Growth rate is 20%, so you are paying 2X PEG ratio.

We are now looking at 1.25X PEG ratio, which is not expensive, but not cheap anymore either. Not sure if you should make a new purchase at this time. He would wait for a pullback.

Has pulled back recently, so it’s a good time to add more shares. Feels energy prices will remain pretty firm. They just announced production guidance for 2014 that it is going to be higher. Will probably sustain their current levels based on economic movements and economic recovery, especially with geopolitical problems happening globally. 6.1% yield.

Banks have really under-performed versus the S&P 500. This is due to regulation issues out there and interest rates remaining lower than expected. On valuation you are looking at 1.35X Book Value compared to the TSX financial sector at 1.85X. With the strengthening US economy, a recovering housing market, lower loan loss provisions and better credit issues, this should do quite well.

Weakness is due to the assumption that inventories have been growing a bit more, and there has been a little bit more sale product going on than normal. He feels these are just normal ways of business. The recent drop presents a pretty good buying opportunity. Trading at 20X PE with a 20%+ growth rate. Assuming the growth rate continues, this has a PEG ratio below 1. They’ll continue to gain market share. They have products that are more value oriented and more for high-end. 72% of their revenues come from the US, so there is lots of opportunity going into the international markets like Europe and Japan. Also, e-commerce is an opportunity for them going forward.