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Does not own CP right now but has owned in the past. Prefers CN railway because it is a little less cyclical. Both companies have had a weak flattish quarter because of the high Canadian dollar. Long term these companies are good to own as they give a nice broad exposure to the N.A. economy. Expects the stock to go sideways for a while. Best to wait another quarter before buying.

It is hard to find value in the market in the last few months. Canadian financial services sector is starting to look interesting.

The stock is fully valued. He wouldn't buy because it is fully valued and there is no production upside.

Sold the stock at $66 in July or August. He was worried about the outlook of Canadian natural gas going into the winter. Storage was high and the weather experts predict another mild winter. Management is good. He may buy it back at $60. Need a colder than average winter for it to go.

It was almost a top pick. (The recent run-up changed his mind) It is moving because the uranium price is going back up. He expects the stock to go higher.

(Up 112% since Oct. 06) He is still holding it but not expecting it to have the same return over the next year. KinRoss benefited from making up a low evaluation, production growth and a higher gold price.

(Down 52.6% since Oct. 06)The model was based on the acquisition of small service companies , when the model changed he sold it. He sold about a year ago. All service companies tied to gas are weak.

(Up 23.4% since Oct. 06) He still holds it and likes the outlook. It has a healthy dividend yield. Recommends buying it on weakness under $50.

This is a long term hold. The company is well managed. The entry point is high right now, $33-34 would be better.

It is his least favourite stock. It does not trade at a discount anymore.

Good entry point right now.

He owns and likes it but wait another quarter or a dollar or two down as the entry point.

Good growth outlook. Wait a little.

Has by far the cheapest valuation. The only gold with a one year negative return. A billion ounce producer trading at 1.7 times net asset value whereas Barrick for instance trades at almost 3 times. So you are getting it at a 50% discount. Once decent quarter will get it at 11 or 12 dollars.

Recent retreat here which happens seldom makes this a good entry point. The risk is the currency, but he is still thinking it will net low double digit returns. (dividend at 3% + stock valuation).