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If you think about what the potential long range economic market scenario could be, the consumer is going to benefit big time and this one would benefit.

J.P. Morgan (JPM-N) or Bank of America (BAC-N)? He is more familiar with J.P. Morgan, so that would be the one he would pick. If you are looking out 2-3 years, by all means this would be the one.

J.P. Morgan (JPM-N) or Bank of America (BAC-N)? He is more familiar with J.P. Morgan, so that would be the one he would pick.

Suncor (SU-T) or Canadian Natural Resources (CNQ-T)? Likes this, but he doesn’t own it. Of the 2, he would prefer CNQ. Keystone is probably going to go ahead, which will help CNQ. When natural gas recovers, and he thinks it will, CNQ has enormous exposure.

Suncor (SU-T) or Canadian Natural Resources (CNQ-T)? Although he likes Suncor, this would be his choice. Keystone is probably going to go ahead, which will help this company. When natural gas recovers, and he thinks it will, this company has enormous exposure.

With the decline in oil and gasoline prices in the US, this company is a wonderful beneficiary and has done pretty well over the past year. It is expensive, but if you are looking out 3-4 years, it is a great ongoing hold.

Looking out 3-4 years, this is consistent with a recovery in the US, so he would continue to own this.

(These are the voting shares and have very little volume.) The company has done a great job in developing its market profile. Its performance, until just recently, has had a pretty good run. The continuing decline in the Canadian$ makes purchases of foreign goods more expensive for any importer in the retail business. He would look elsewhere for retail exposure. If he were going to own it, he would own the A shares, because if something goes wrong, the B shares would be difficult to get out of.

If you believe in his recovery thesis going out 3-4 years, this is an absolute Buy. Will improve as copper prices improve. Also has tremendous leverage on the coal side and he feels coal could see signs of a recovery. You are getting a good yield while you are waiting.

This company’s major business is the coating of new pipes, either gas or oil, which adds to the safety factor. They are the leader in this field. The most recent decline was because Putin cancelled the pipeline from the middle east into Europe. In spite of this, his target price is still $55. Yield of 1.4%. He would like to wait and see how the oil price shakes out.

There is a lot of negativity surrounding the world generally, because of what is happening in oil. When you have changes like that, you have to decide what this means longer-term. He thinks it is very bullish, and the Canadian banks will benefit in a very major way from the potential scenario that he sees. Yield of 3.71%.

If oil were to base at $70, or in a worst-case scenario it is below $60 for a protracted period, he feels the dividend could survive. Yield of 4.12%.