BUY

They are the Cadillac of the operations. He thinks they will get better growth going forward as Interest rates start to normalize. It is a good safe pick.

DON'T BUY

The timing of their acquisition is not good and burdened them with a lot of debt. They need a higher copper price to get a good return.

PAST TOP PICK

(Top Pick Jul 7/15, Up 36.24%) They continue to grow. It finally had a couple of good quarters. He is comfortable buying it here.

PAST TOP PICK

(Top Pick Jul 7/15, Down 34.48%) The sector is right out of favour. It was cheap and now is cheaper. It may be a value trap, but he has just added more. Good exposure in Europe.

PAST TOP PICK

(Top Pick Jul 7/15, Down 9.93%) Oil prices were where they are now. He added more to the position at the low and then got out recently. Some hedges rolled off so that is why it is down now.

DON'T BUY

He would be hesitant to go in and buy it here. He thinks they had a bit of a miss last quarter. It is a problem with valuation. The easy money has been made.

BUY

He is still an Apple Bull. Warren Buffet took a position this morning. You are starting to get these refresh cycles. You have to look at their ecosystem. These guys are monetizing IOS. There are only two operating systems in the space now and Apple owns IOS.

PARTIAL BUY

You are always waiting for an entry point and by the time you get one the story might be over. They keep reinvesting so much in future growth. They are starting to dominate the cloud now. People don’t appreciate the Amazon web services side. Buy a bit now.

DON'T BUY

Single commodity producer. It had a great run for a couple of years. They missed in the last two quarters. It will be volatile for the next couple of quarters. It is the best way to play methanol.

DON'T BUY

This is not the one he would roll the dice on if it was going to be just one. There is not much asset growth longer term. Play a domestic, mid-sized company. Prefers GLD-N for hedging using gold.

BUY

They are more at the top of the list. The balance sheet is in good shape. They raised a lot of capital and employed it efficiently. They have demonstrated growth to justify their valuation.

BUY

They did good acquisitions. Growth of their brands is good. They are the premier player. They have delivered. It is still a growth stock.

DON'T BUY

They are having trouble integrating Safeway. He would prefer L-T for the Shoppers exposure, but he does not own anything in grocery right now.

DON'T BUY

After the Delta deal he shorted it in his hedge fund. It might go higher for emotional sentiment reasons. It is a ridiculously high valuation. It will take a long time to pay their debt down.

DON'T BUY

If you are looking for a safe investment, okay. But do you want Investors Group or Great West Life. They are sitting on a lot of cash and have done so for a long time. What will make it go higher?