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Markets: A bit of a mystery as to why the market is down. ‘Not so bad’ data released today. People are worried about China. There may be some portfolio window dressing going on. Thinks a lot of the values are still there and the market is not over bought in his sectors: Banks and Telcos, starting to look at consumer discretionary, auto sales, US multinationals and even Europe for the first time in a couple of years. With the weak Euro, means profits coming back get translated to something attractive.

People stopped buying cars and the fleet in North America got 11 years old. The oldest age of cars in history. People are going to replace them with the cheap money the banks can lend them. GM is positioned to take advantage of this. Ford and GM are the way to go. Some thought that Toyota will regain market share they lost in the last couple of years, but North Americans have a lot of room to run.

Fairly bullish about this, which means he is fairly bullish about China. Thinks the reports of the death of the Chinese economy are grossly exaggerated. A lot of buyers are out there scouring the world for good quality coal.

Seems part of their plant seems to blow up from time to time and problems moving oil to where it is needed. Believes Keystone will get built as well as a pipeline going west. The problems that have held back the stock are a complex process but he feels the earnings are going to be solid with today’s oil prices. A great time to enter.

It is the dividend that keeps it going. You are seeing a hunger for yield. Dividends are tax preferred in unregistered accounts. He prefers TRP for the higher dividend. If you see long bond yield start to go up you will see these stocks go down at the same time.

He has been a long time believer in CCO and the Nuclear industry. Greenest way of producing a LOT of power. There is talk that new regulations for building reactors will make them uneconomic to run and this is giving him pause to think. The cost of the fuel is about 2% of the reactor cost. He is not as bullish as he used to be.

Biggest food service company in Canada. Stock is unrewarding from the 5 year chart. You get the dividend but not a lot of growth. Doesn’t think they have the distribution system up and going for Loblaws. He owns Empire because they own more than Sobeys and the parts are worth more than the company.

A world-class company that fell on hard times and cut the dividend but not coming back as quickly as people thought. A lot of their businesses are well positioned. At this price you are taking a lot less risk.

Rarely buys stocks based on what the market does in the short run. There is end of quarter window dressing. An investor should come to an opinion as to the value of the stock. If you think is worth more than the market says then you should hold on to it. They have a big platform in the states that is growing and is turning into a plus.

(Top Pick Mar 22/11, Up 4.14%) Keen on it still.

(Top Pick Mar 22/11, Up 58.40%) Keen on it still.

(Top Pick Mar 22/11, Down 4.02%) Not concerned about the decline and is keen on it still. Industry was consolidating.

Had a rough start to the year. It says that there is a buying opportunity. Takes dirty gas out of the well and cleans it to send it to your house. Low price of Gas only mean they may clean more of it. Not a commodity play. Dividend is going to rise.

Saves you the trouble of picking among the automakers because it sells to all of them and it is Canadian. You are buying in at a time when the cycle is kicking off and you can ride the cycle up. Exit strategy is when we see the auto sales peak out and start to go down.

Playing in the scandal space. Stock lost a billion in capitalization when $53 million went missing. Thinks they did a very credible view of investigating it.