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Markets. You can look at oil and be scared or you can see a lot of opportunity. Oil prices could stay here for the next 6 months, but fundamentally, half or more of the fracking in the US makes no money. The current price is already priced into oil stocks. Look for when it is going to recover. He would be surprised if the Fed had any material change to the rates this week. The energy sector is a growth sector in the US. Most jobs over the last 6 months are directly or indirectly related to fracking.

If you have a longer term horizon of 3-5 years then it is a no-brainer to overweight the energy sector. ZEO-T would alternatively not contain so much of the majors. The smaller ones of the bigger ones have more impact. This one should outperform the larger cap names. It is equally weighted instead of market cap weighted.

Energy. For his sleep at night portfolio, the risk adjusted dividends are more attractive than most other sectors in the world. In the coming months we will likely see much more volatility in the energy sector. Nobody knows. This is characteristic of a bottom, although it could get 10% lower.

REITs. ZRE-T which is equally weighted is his preference. It is starting to get interesting to him on a risk adjusted basis. He wants to buy more if it gets lower because he likes the dividend.

Thinks there is a performance fee on the mutual fund. You have to pay a premium for an actively managed fund. 7 basis points is the basic fee before the bonus and not bad.

Utility stocks are the lowest end of the spectrum in terms of volatility. There is some energy exposure so this one really isn’t a risk free dividend. It will be less volatility than pure energy. We should have a bottom in the energy sector in the next couple of months.

Weaker Canadian dollar is better for the forestry industry, but how much is priced in right now? This one gives exposure to all 10 economic sectors, covered call overlay and a great way to get yield into your portfolio. But he is reducing his exposure to the Canadian/US dollar exchange rate.

Educational Segment. Forecasting Next Year. What he thinks today could change a month from now. Forecasting two years out is nice to have but… In 2015 here is what might happen: Greece: We could be positioned for another exit. We are starting to take a turn. It is breaking down. An election process over the next three weeks may not re-elect, and it could be an anti Euro party that gets in. That is the only way to turn things around there. It would be the first country to leave the Euro. Russia and part of South America: South America is stressed like Russia because of oil being the major export for their economy. Thinks Venezuela could re-value their currency and shock the world. Credit market spreads: are widening and we need to be on the lookout for that. China: next year they could miss their 7% growth projection. China is a big risk for next year that we need to think about. What if the FED decides to tighten next year: Look at Euro futures. By September and December next year, the probably of 1/2-3/4ths of a percent rate hike are already priced in. If oil prices stabilize, the Canadian market might start to turn around. Look at French and German bond yields: The best performing asset this year was a US long bond. We need to watch Euro bond yields and especially French. When we see an extended decline in oil like this, the recovery tends to be about 15 to 25%. We are likely to see a bottom in the next few months,. Earning expectations need to come down. Maybe markets will be just okay next year. Will talk more about these things in January.

Their move to get into oil means it will take all of this year and most of next year to move to the high margin oil business. It may be beneficial to do this right now. The oil price trend will reverse itself at some point.

When income trusts disappeared, this one found a loop hole where all of their assets need to be in the US. There may be better oil plays out there. 36% yield. It tells you that you probably don’t want to be in this stock.

There are better things out there. You need to be more defensive in the energy sector. At some point oil is definitely going higher. This one has upstream, downstream and gas stations, but he would prefer others like SU-T.

In 1997 it was $600. At $1 now. U-T shows where uranium is going. $4.75 is the support level for U-T. It will be all based on Japan. They had issues, but are now thinking about firing up more nuclear reactors. Prefers CCO-T, however.

Over 5% divided. Not a pretty chart. It is hard to see support and resistance. Markets overshoot and over correct. There is an over correction right here.

He is looking for someone to know where the bottom is in oil. Buying this one depends on oil prices. These oil service stocks will be one of the first to move. Perhaps stick your toe in the bottom here and get a partial position.

(Top Pick Dec 18/13, Down 10.33%) Liked the construction part of the market place. They got hurt in the oil infrastructure area. Companies in this ETF have big companies with big projects. It is only down 10%.