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The time for uranium is changing, however it is changing so slowly it is almost imperceptible. The Japanese are back on to nuclear, and that is going to be a trend you are going to see. It is going to be a long time before we really see the base price of a commodity heading up. If you own, you could probably take your money and go somewhere else, and then come back sometime in the future.

Gold? Canadian holdings have been reduced to almost zero, but China and Russia are holding on. Thinks the bank is wrong on this and that the rest of the world is right. You should always have some gold in your reserve. Gold in general has perked up in the last little while. The basic theory on gold was that unless you had inflation, gold was sort of an afterthought. However, negative interest rates are out there, so that if you invest your money it actually cost you some fixed income investments. Why not hold gold because it at least holds its value? You really need inflation to have gold really running, so this recent run could a short-term phenomenon.

A reasonable pick for dividends? Held a little of this in portfolios, but it was really based on the possibility of gas exports and LNG. That seems to be fading into the background, because Australians have opened up some big fields, and the price of an LNG has fallen on big international markets by about 50%. Also, questions if the pipeline gets built to Tidewater in the Pacific. Dividend yield of 6% is maybe a little open to question.

This is an insurance company that he likes. The multiple and yield are okay. Likes the way they are doing business. A good solid business. Their wealth business is doing quite well.

Came out with some very good earnings. They have the highway #407 which could be liquidated, and maybe a special dividend for shareholders. Backlog is still quite good. The Canadian government is talking about putting money into shovel ready projects. Facing a preliminary hearing in 2018 over bribery allegations, but is a problem that has already been contained. Dividend yield of 2.23%.

There were naysayers who seem to be worried about their international exposure. Their international exposure is only Central America, Mexico and some parts of South America, but not in Brazil. When they reported, their big growth was on the International side, up 21%. Still trading at a very low multiple at 10X. Yield of 4.89%.