BUY

(Market Call Minute.)

SHORT

(Market Call Minute.)

HOLD

(Market Call Minute.)

BUY

(Market Call Minute.)

BUY

(Market Call Minute.)

HOLD

(Market Call Minute.)

HOLD

(Market Call Minute.)

BUY

(Market Call Minute.)

BUY

(Market Call Minute.) Pretty darn defensive, so he likes it.

BUY

(Market Call Minute.) Everybody and their brother owns this, but it is still a buy. It is defensive and good, and has been generating a decent cash flow.

TOP PICK

This is part catalogue company, part Internet, part stores. Work-related clothing, but casual clothing. This has been on fire. Relatively small. Has a huge addressable market, and currently sells about $350 million US in sales. Could potentially address over a $100 billion market. More and more people are dressing casually for work. Sales are going at a clip of north of 20% and are likely to continue for the next 4-5 years., It should top $1 billion in sales in a couple of years.

TOP PICK

*Short* This has had a really nice run off the bottom and is up about 35%. They capitalized big time on a once-in-a-lifetime mining boom, and he doubts if we are going to see that again. There are just too many headwinds. The street is talking up the name, but he could see this halved in price in the next year or so. Dividend yield of 4.09%.

TOP PICK

If you are going to own gold, now is the time. This is a name that has had a lot of problems in the past, and still trades at a bit of a discount to its larger cap peers, but feels that a re-rating is due. It is going to produce about 2.7 million ounces a year, so it is a decent size producer. Costs seem to be under control.