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He was at 25% cash in the 1^st week of January, and is still sitting at that. Although there are days where the market rallies 1.5%-2%, he wouldn’t cheer too early. Thinks the volatility is going to continue. Cash on the sidelines gives you an opportunity to step in and buy.

Oil Sands. Very pleased about the decision on royalties. There were all sorts of rumours that they were going to stick it to the guys. His only complaint was that they took a long time to do nothing. Considering Alberta has been in the royalty business for a long time, he can’t imagine that it would be too much out of line with most other countries. It’s going to get tougher before it gets better. We are going to lose some smaller companies. It should have been obvious to the Saudis that their strategy was wrong months ago. They haven’t accomplished anything. The moment the price does go back up, and it is going to have to go back up as some point, those producers in Texas will be right back in there producing.

The recent history was rather upsetting. It started off some months ago when somebody came out and said their accounting was wanting. The stock immediately went down 17%-20%. Then they came out with an earnings decline of 25%-27%, which hit the stock. Trading at a relatively high multiple. He is waiting to see what happens in the next quarter or so. The yield is 4%, and he doesn’t think there is any problem with the dividend.

Likes the Brookfield group. They have their fingers in everything. He likes Brookfield Properties. This is the kind of world where this company can do quite well.

Still somewhat bearish on oil until he sees politics change in the far east. Once that happens, then companies like this can really start to get back into business. Doesn’t see them in any great financial difficulty. There is still a significant amount of risk in the energy sector. Prefers others.

The largest retail REIT. Retail properties are affected when the economy is dragging. He expects our economy to continue dragging a little more. Wait until you see the Canadian economy pick up.

(A Top Pick Feb 18/15. Down 9.5%.) Still likes this. It has been a little overdone in some of the negativity. The areas they are in are doing fine, other than Venezuela. Mexico in particular is doing quite well. They are quite careful about where they lend.

(A Top Pick Feb 18/15. Down 6.13%.) This has always been a disappointment. Great company. It trades well under asset value, but there is this little black cloud that hangs over it. It has lots of good engineers and is in the right areas. He is hoping they sell Highway #403 and do a special dividend. Any time it gets under $40, it is probably a Buy.

(A Top Pick Feb 18/15. Up 16.79%.) Has a lot of US retail, consumer durables, healthcare, etc. A domestically oriented low beta ETF. A part of the US economy that will do reasonably well and not be affected by the high US$.

They are a little step away from energy being a utility rather than a producer. Feels LNG is going to be one place where there is going to be some success. Suspects this stock has pretty much hit bottom here. A good, long term prospect. Good operators. 6% dividend yield, and doesn’t think there is any chance it is going to be cut.

If you are inclined to step into energy, this is a very good choice. Have a lot of assets, including some that are offshore. Well-managed company. You have to decide that you are going to make a bet on a recovery of the energy sector and that there is not another leg down. If you are looking out 5 years, this is probably not a bad way to participate.

He is quite concerned about small-cap companies, because they are the ones whose balance sheets are most affected. The company was going great guns, but has been backing and filling since 2014. If you are in this, don’t overweight it. Would prefer some of the intermediates like Crescent Point (CPG-T).

Despite a lot of negativity, this continues to survive. The security aspects are underrated, and more attention should be paid to that. Chart shows it has been flat lining for a number of years, and maybe that is going to be its future. Thinks it will survive, and maybe grow again. Wouldn’t buy at this time as it is a risky proposition.

Sun Life (SLF-T) or Manulife (MFC-T)? Prefers this one. Has a very competitive wealth management operation. Manulife has done very well in the last little while, tidying up their financials and getting themselves out from under the equity problem they had. Likes the fundamentals of the insurance companies, as he is reasonably bullish on equity markets.

Sun Life (SLF-T) or Manulife (MFC-T)? Prefers Sun Life. This company has done very well in the last little while, tidying up their financials and getting themselves out from under the equity problem they had. A problem he has is their emphasis on China and the far East.