COMMENT

He likes all the auto parts companies. The age of US cars on the road is 10-12 years. It has been coming down, but there is still a ways to go.

HOLD

He would like to see how the Energy East story starts to unfold. If it starts to work, then you could buy this.

DON'T BUY

A natural gas oriented company as opposed to oil. Have had a checkered career in terms of misleading the street by saying they were not going to cut the dividend back a year or 2. They then cut the dividend a month later. He is not doing anything in energy right now, so wouldn’t touch this or other gas stocks.

HOLD

He is holding on simply because it has become so cheap. Coal may not turn for a while, but the company is enjoying the fruits of a good zinc market. Copper will turn as well. The biggest issue is the price of met coal, which is not going anywhere fast.

WAIT

Thinks this is okay. In the past has always played uranium through Uranium Participation (U-T). There is still major demand for nuclear powered plants in India and China. As those things go on it will eventually take up the slack.

TOP PICK

The first insurance company into the far east and this is going to be a tremendous growth area for any insurance company. They cut a deal about a year ago with a major distributor of financial products which could produce great benefits for them. Higher interest rates will benefit. Between the target price and dividend yield, he can see a 19% potential return. Dividend yield of 3.07%.

TOP PICK

The multiple downgrade on all Canadian banks is far too overdone. This has suffered from the Short selling, and 3.5% of its flow is now Short. The general growth of business in the US and Canada, particularly in the US, is going to augur quite well. Dividend yield of 3.76%.

TOP PICK

People feel that a rising interest rate environment is not going to help REITs. The issue is really matching their liabilities with their rents. There is a two-year spread between the average length of the mortgage and the debt, and all you need to care about is the spread. Well-balanced with retail, commercial and industrial. Dividend yield of 6.36%.