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Markets. The question is if the Fed will raise interest rates more than once this year. The Fed increase is given. The outcome is that there is a lot of risk out there. The emerging markets have sold off and the US$ has had an impact in Brazil, Argentina and Mexico. It is hard to find bright spots. Should you be putting all your eggs into the TSX or the S&P? The best way to move forward is to focus on value and not be over weighted in any commodity sector. He is a bottom up investor and will hold cash if he doesn’t find anything to buy. Residential real estate can be a lousy investment. You have to pay the right price for it.

They are in the gastro anesthesiology business. They have found a couple of pretty good niches. They are market leaders in the markets they are operating in. They are now integrating the acquisitions. Impressive management team. It is a growth stock and not a value stock. He would like to meet them, however.

They are sound financially and always have been. They are hurting from foreign competition. Same store sales are down and they are trying to manage the decline. He would not step in here. Even a good management team is struggling.

One of the few EU banks in good shape. There will be dividend increases over the next 12 months. This is about as clean as they come. A hefty yield. The just started paying it earlier this year.

He likes it here. He likes the really large globally integrated players. They have been covering dividend with their earnings. The whole sector is coming to rationalization and renewable energy is becoming part of the market. He likes this sector.

They just restructured and realized the value of Canada Bread. He is curious to see what the next steps are. It looks like a fully valued stock at this point.

US banks are under pressure from low oil prices and interest rates. These companies got rid of all their problems and are well positioned if oil and interest rates do well including the US economy.

(Top Pick June 2/15, Down 29.16%) They are a low cost producer and can still generate cash flow at reduced commodity prices. You have to step in at low prices because if you wait for the commodity price to increase you will miss it.

(Top Pick June 2/15, Down 18.99%) A big free cash flow generator and buying back a third of their shares over the last 5 years. We will see what the two pieces look like at the end of this year.

(Top Pick June 2/15, Down 8.00%) Revenue growth and earnings growth are in the double digits, partially because of the currency changes.

He is less concerned with conditions out west and more with cyclical conditions. People are unhooking from cable. They have good cash flow, buying back shares and raising dividends. There is no growth here, however.

It is down 50%. Getting involved in fashion retailing is hard. Retail is brutal. Same store sales are declining in all brands. It is such a risky place to be.

They cleaned up their problem areas. They are an excellent global bank and he is looking at it. They have great franchises in Asia. They are well diversified.

The largest market cap stock in the world. Half of their revenues are the iPhone. Sales are slowing as people keep phones for longer. It looks cheap as a large part of the market cap is in cash.

Wealth management is the largest driver. They live and die with the Canadian economy. There will be on going dividend increases. They have some downside here and at that point you have the opportunity to step in.