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Has owned this in the past. Doesn’t particularly like base metals yet, until we know how much slowdown we are going to have in the global economy. Because of that, he has been shunning base metals. He would want to see copper prices start to rebound and to break above the 200 day moving average. His company has this with a $14 target. There are better areas to be in. 3.3% dividend yield.

This is his blue-chip, steadfast company. The problem with this company and all the big boys is that the only way they survive is by cutting back operations. The good thing though is that some of his companies have been buying those operations that they are selling. He buys it for older clients that want a blue-chip name, but he would rather be in other companies that are actually acquiring at this point.

(A Top Pick Aug 8/14. Up 44.44%.) Formerly Tim Hortons that got taken out. Sold his holdings into the offer.

(A Top Pick Aug 8/14. Down 51.83%.) Phosphates in Chile. He was stopped out early when earnings came out about a year ago.

(A Top Pick Aug 8/14. Down 71.7%.) Has good property in good locations with cost of production at around $1200. They are getting there in terms of the limit. At some point this project will be acquired.

He found this interesting because it is one of the biggest Peruvian cement plays. China is building quite a bit of infrastructure in Latin America to get all the flow of products to China. This would be a main beneficiary of all those projects. His company has it with an $11 target. Yield of about 1.2%. Thinks this has quite a bit of potential.

One of the cores in his portfolios. Likes their Canadian project. They continue to lower the cost of production and are actually up and running. His company has it with a $19 target and as an “outperform”. He will continue to hold this.

Finds this a bit too big and would rather concentrate on others. Prefers oil rather than natural gas.

One of the energy stocks that his company likes and they have it as an outperform with a $12 target. He is comfortable with the dividend and management. If you own, continue to Hold. Because this is one of the smaller ones, it will be more volatile and have greater risk.

Did own this, but his stop loss kicked him out. His concern with the whole sector is that a lot of the pension funds in search for yield, have acquired quite a few of these companies. Come the fall, if there is any kind of trouble with the market, they are all going to have to liquidate. Because of that, a systematic risk within the system overwhelms his continuation to holding it for now. This is one that he will add when it gets back on. His company has an $11 target and a sector outperform.

His company has a $4.50 target on this and as a sector perform. This is mostly oil weighted.

This is the one junior oil that he held. Well-managed and a good company. When he is ready to start adding to the oils, this is one he will be adding. His company has this with an $18 target and as a sector outperform. Management has delivered very well over the last couple of years. Dividend yield of 7%.

Recommendation on a portfolio that has about 15% in energy. This is about portfolio management. What he would usually do for his clients, where they have a lot of losses, is to rebalance. Understand that everything is down, even the good ones. It is a good opportunity to clean up a portfolio and to readjust within the sector depending on the risk spectrum, into the companies that he thinks are going to be the better performers. This is where stock picking is essential. Take a disciplined approach, clean up your portfolio, review each company as to which one has the true potential.

A really interesting company. A high-tech gold play offering a banking system. Instead of being electronic money, they are buying gold for you and depositing it around the world. Every deposit is put away in a savings account, but what you are really saving into is not paper money, but is gold. This is a great opportunity to really see how people are reacting. Haven’t opened in the US yet, but will be. Also, they will give you a debit card and you will be able to go to the bank and draw money from your gold. A great idea, because it allows you to get rid of your paper money and convert it to gold which is the real money.

His company has it with a $27 target and as a sector perform. Feels the 6.3% dividend yield is sustainable.