A gold bullion EFT will give you gold exposure but a gold stock gives you gold leverage and possibly financial leverage. G-T used to be the darling. They had some hiccups and are now having to build street credibility, but the fix is in. He owns AEM-T. G-T would be his second choice of a name. He is looking for more clarity from G-T. He thinks this will be a name people will go to because it is an under owned name.

It has the lowest yield of the bank stocks. They are not all that differentiable for the long term. He is just not that enthralled at these levels of yield. He is not going to chase it at these prices.

He thinks it will turn around. The dividend of 7% is safe. This looks good in this low interest rate world. There has been a litany of band news but long term holders don't need to sell it. It is an easy stock to pick on. (Analysts’ target: $50.78).

Zinc and copper. That story takes over in 2020 from a supply perspective. Copper peaked in 2011 and has not got up to those levels so trust in the industry has been hurt. No capital and no mines mean higher prices in the future. (Analysts’ target: $13.26).

They have a real estate investment function but he owns it for their single family homes. It is homes in the southern US and they just refinanced their debt. They are in the sweet spot. They are where there is job growth and that is where rents go up. (Analysts’ target: $13.18).

Pretty incredible company. They have a great balance sheet. 70 billion dollars in cash and no debt. Really nice yield. They have 50% market share in routers. Trades at 17 times earnings. Growing through acquisitions. He doesn’t expect a lot of growth. It is a value type of tech stock.

The way they have grown earnings is by buying back shares. The top line hasn’t really grown. For what they have you are better off in a Microsoft (MSFT-O) or a Google (GOOGL-O).