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Markets. Earnings season has been very, very good. Looking at the next couple of years, now analyst’s estimates are pretty optimistic. The trend line in interest rates is still pretty much in place. We are in a liquidity trap were economies are recovering, but it is because interest rates are incredibly low. The markets have responded and that is the more important factor. Equities are the best place to be, driven by earnings. Stocks that are linked to the oil sands are starting to do better. In the short term they should have a slight correction, however.

Financial Stocks. The ZEB-T rallied about 5-6% past week. Analyst forecasts for next year are the same as where the banks are now. They might revise earnings estimates or the earnings are all built in to the bank stocks. If you are going into banks now, then ZEB-T is the best way to play because of the covered calls. But he sold Canadian banks last week to move into the US. He thinks they are a little stretched here.

A leasing based company and typically it is the slope of the yield curve that drives earnings. It is pretty well managed and there is a steep yield curve, so they will generate pretty good profitability and growth for a while. If we see a flattening of the yield curve, then it would not be good.

The multiple on this stock is pretty high, but they are well positioned. The revenue growth estimate on this one is still pretty high. If you draw a line across the highs, we are at a point where we could see it start to pull back down to $70.

A lot of political issues with keystone XL. We have a spike up and so there is a potential for a pullback which is where you want to accumulate. It’s hard for him to buy it after this breakout.

Not a name he has looked at in the long time. We are going through a correction like a lot of tech stocks. There is a lot of support around $10.40 from the beginning of the year. If it goes much below that it could be very damaging.

All the short term bond ladders are good in his opinion. They are not without risk, if interest rates start to go up. They mitigate only some of the risk.

Canadian Railways. They have gone parabolic and for him very hard to invest in, knowing that at some point you will get a correction. He needs to see a test of support or a test of a longer term moving average.

Education Segment. Earnings. Large caps are hanging in relative to small caps because if we look at sectors on a share weighted basis, the large caps are generally driving more of the earnings and earnings growth. The R-2000 is flat on the year while the S&P has gone up. Energy and health care have been big movers. Industrials make good sense. IT has had a big boost. Trailing EPS should be $119.52 at end of year. 2015 and 16 will be 11% higher each year. He thinks you should continue to buy the dips.

Markets. Geopolitical situations could go haywire any time now around the world. R-2000 has taken a hit. There are comments about the poor quality of lending in the US. But he doesn’t see anything going very wrong at this point. It is essential that the republicans recapture the house in the US. Then people and companies will start spending. We had a period of tremendous cost cutting in US corporations. If the economic recovery continues you can see some tremendous upside on corporate earnings. There is potentially some tremendous upside. He is finding value here and there. Stock markets are not terribly overly valued.

Companies borrowing to buy back shares. He disapproves of buy backs, preferring dividends. Share buy backs have a short term effect, but it does artificially inflate earnings. Interest rates ticking higher could really affect profits in this case.

Stock vs. Stock. MFC-T vs PWF-T. He likes both and holds neither. His preference is MFC-T at this point, but insurance companies could be impacted by interest rates staying low for a long time.

Stock vs. Stock. MFC-T vs PWR-T. He likes both and holds neither. His preference is MFC-T at this point.

His favourite. The market short term is overbought. It is not a good time to buy this. He might put money in if he had a 3 year time horizon. Buy at a pullback.

When could it split? Splits are not important. Only helps if there is a dividend increase. They usually split around this level. You won’t get into trouble, but he would like to see the results of the search for an executive member.