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Markets. The bull market will bring you on side if you hold great investments. We took out the highs prior to ’08 in ’13 and you got into a secular bull that we are 5 and a bit years into. The business cycle is still in place and will force the market to have corrections. Bull markets usually die of exhaustion. The valuations just aren’t there and then the weight of the market takes over and brings itself down. We are headed for a correction within an uptrend.

Some of the auto companies are starting to break out and do better. He thinks this one will pull back in and follow the sector.

Packaging stocks would normally do well in this economy. There have been so few opportunities in Canada with the commodities the way they are, and so money moved to the non-resource areas. It will turn down when the market turns down.

It is facing some headwinds. Get some cash from it and reallocate it. There will be headwinds in this sector because of crop successes recently. The farmers need the cash in their pockets to invest heavily in fertilizer.

Last year Europe was not too hot and China was undergoing its metamorphosis. China has now caught up and money is flowing into this. It is situated in a growth area of the world. Spinning out the UK retail franchise and moving head office could be catalysts.

ADRs. They are US dollar denominated. You either have a currency tailwind or headwind. Last year it was a tailwind. It also harms earnings. If the earnings are off shore and US dollar is strong, exports are hampered. It was an off quarter for Honda. Toyota has done a better job in the last year at getting things sold. He prefers the ones they own – F-N and TTM-N.

They are a really well run group. If they raise money they have a good idea of what they are going to do with the money. It has been consistently good so stay in it.

Totally dependent on the gold price. We are seeing some of the leading stocks breaking out of base formations, so this is a good sign. In the last week or so we are seeing this. He has G-T and SLW-T

(Top Pick Apr 16/14, Up 8.39%) They had two areas that did not perform. Merchant banking and oil. The other divisions were quite good. He has not sold any. It has plenty of upside. They look very interesting going forward. It has a reasonable yield.

(Top Pick Apr 16/14, Up 43.83%) It is a core position. They keep doing everything right. They are innovative and have the International expansions going. He has not sold any. He would not be chasing it here because it is so rich. Let it come to you. Be patient.

(Top Pick Apr 16/14, Down 16.17%) China is going to become the largest consuming country and these guys are the box on the supplier as far as purchasers are concerned. He thinks this one could really surprise you on the upside. The price has stabilized here.

He would wait on the stock for an entry point because it was hyped up and over subscribed at the IPO. Be patient and buy it when it gets dipped. A solid business model. They have been doing a good job over the last 10 years. He has YUM-N.

This is a good company. They have executed very well over time. He is a little cautious on entering. You could get a starting position. The formula works and they are in Europe and it is working well. This stock is being supported because the resource stocks are doing so badly.

The GMP analyst is still recommending it. If you have a low cost base in it, then stick with it and possibly have a trailing stop. There is something left in it according to the analyst, but we are getting long in the tooth in this one.

It is turning a bit. The difficulty with the big integrateds is just the price of crude. You could enter at this point if you think oil is going up. He is half weighted in energy at this point and thinks they are all turning and coming back.