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Markets. Energy infrastructure is one sector he has identified as promising. There are generally a lot of large cap stocks that have not rebounded fully. Payouts are rising and income growth is plentiful. Technology, transportation, chemicals and are also leading sectors.

They have strong production growth. New technologies are lowering the cost of production. They will probably lower their cost of production over the next 5 years. A great play on growth in production.

Canadian banks are behaving better than any banks in the world and TD is the best in Canada. This one is very well set up. So long as they continue to generate the numbers, he would hesitate selling it, thinking it is hitting a peak. He prefers asset management companies but would hold this bank.

Thinks gold got sold out as a sector and had a good bounce over the few months. He looks at it as a not a long term shift. He would not focus on this group. Don’t add gold holdings but lighten them up.

(Top Pick Jul. 11/13, Up 27.78%) They raised their guidance going forward. Have an increasing opportunity to grow the business. He would focus more on biotech, but the whole sector has been performing well.

(Top Pick Jul. 11/13, Up 8.45%) He focused in the last while on parts. It is a big deal that Ford turned around Europe. This is a great business with 8-9% margins. No problem owning the stock. Consumers have more free cash flow than in over 10 years because interest rates have come down and inflation in food has come down. Financing is readily available.

(Top Pick Jul. 11/13, Up 20.25%) He continues to see secular growth with online retailing. 25% year over year revenue growth. You could own this as a proxy on online retail.

Energy infrastructure is in the middle of a very long revaluation vs. history. Because of the boom in production, they have had nice growth in cash and dividend. They will continue to grow it 8-10% a year. Lots of opportunities to grow. Will continue to expand in valuation.

He has been disappointed in it. It is a proxy on industrial America and performed quite badly. He sold it earlier in the year. He prefers chemicals. He would move on to one such as Dow Chemical.

There is a boom in the production of drilling. Earnings growth is strong. Good support at $30. A lot of energy companies pulled back over the last few weeks and he is not that bothered by it. You can buy it here as it has pulled back to natural support.

Service companies have been consolidating over the last little while. Would prefer to buy it as it traded through $40 heading higher. He likes software. They are cash flow generators and have strong dividend increases. He would not chase it here.

Are having trouble collecting royalties from Asian customers. But he likes it. Prefers others. Probably a short term blip, but it took a hit today. Watch it over the next couple of days to see if it swings around.

There are better things to do. He has almost a zero weight in US housing. Stocks are not performing.

A core holding for him. The acquisition they made makes sense. Thinks it is relatively early days.

Friendly dividend policy and growing both production and dividend. You should continue to own. Buy this as well as WCP-T and CPG-T.