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Markets. The risks to global growth are more apparent now. China has been slowing down for 2 years. The investment business does not believe the published figures. He is fairly constructive, however. Emerging markets concern him. Brazil is really struggling. Something bad could happen in emerging markets, but it is probably less than 20%. He hopes the Fed raises rates. It will send the right message to the marketplace. There is not an indication of a recession in the US. He focuses on a two year window and how much cash does a company generate.

The owner is over 90 years of age now. The Guest sold after 2013. People worry about other forms of media delivery and would they bypass cable. It has the burden of a fairly unpredictable owner. If the owner left, the stock would be revalued upward. There is a big shift going on with cable cutting. The shortage these days is content and sports is important. It is really underperforming DIS-N, which he owns.

He uses puts and calls to manage his position. It is starting to seem like a source of funds for a lot of people. He likes it here, though. The iPhone is selling well in China. At this price it is very attractive. He has been selling puts at $100 and has been keeping the premium.

It is not a good time to invest in it. He has not owned it for a number of years. Copper, Oil and Gas have been under a lot of pressure.

It has come under pressure. It has good exposure if rates were to rise. It has the potential to return capital. It looks attractive to him here at this price.

Record high today. He wishes he owned it. He underestimated their earnings. You will go up and down with the market. Great brand and a great company.

He was in Delta for a while. AC-T is cheaper and he prefers it. He is out of the group in the US as there is government investigation of price collusion.

(Top Pick Nov 17/14, Up 8.73%) A well run company that benefits from volatility. Revenues are more reliant on data services and not so much on trading volumes.

(Top Pick Nov 17/14, Up 16.02%) Had a rougher ride this year. There is a lot of concern on currency and margins plus organic growth. He figures they are due for a good size acquisition.

(Top Pick Nov 17/14, Up 26.44%) The chip that goes into the iPhone 6 for Apple-pay and the chip in credit cards. US consumers are only just getting to chip cards. There is some risk with their recent acquisition in terms of regulatory risk. They had to spin off a couple of divisions that were giving them too much market share. Great growth prospects and a great management team.

It is an interesting time to look at them. They are showing subscriber loss. In the end there will be cord cutting, but people will still need an Internet connection. Maybe Rogers would buy it. It has a nice yield.

He owned it a couple of years ago because they acquired a company he held. They are a leveraged play on the price of oil.

They run a terrific business. They successfully took their customer up the value chain and he doesn’t see why they can’t take people further. It has not come off very much. As a long term hold he is in favour of it.

It is a great long term story. They have the benefits manager as well as the drug store chain. He thinks it is a great story over the next two years.

They had a great run and then pulled back. There is a real effort to run the business even better. There is the card business and the receivable business. They buy things in US dollars and sell in Canadian dollars and that is weighing on them. It is supposed to be a warmer winter and that is weighing on them also. It has the potential to be a pretty good story over the next couple of years.