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Markets. Pretty bullish and is buying a lot of stock these days. QE 3 has a lot to do with it. Also, investors’ sentiment has a lot to do with it. A rising tide floats all boats and it doesn’t matter where you are.

He likes the REITs. This is an ETF that has been perceived as safe money. Probably just bounced off support at just a little under $17. 4.4% yield. When rates move higher this will probably be hurt but doesn’t see that happening until late 2013.

Likes the pipelines but thinks they are pretty much at the top of the value range. Cash flow was not that great on it. Good yield at 5.9%. Pipelines will definitely provide some yield but doesn’t see the share price moving that much higher. Could see it reaching $30.

There are some real risks here because it is so concentrated in Brazil and China. Holds 30 large-cap companies. In 2007-2008, infrastructure was the big buzzword. It never really happened. He is staying clear of emerging-market infrastructure.

Not great earnings last quarter. Disappointed on the transportation side. Things were a lot better on the aerospace side. There are 2 issues here. Cash flow has to come in from internal operations and the pipeline on new aircraft must be kept open. Came out with guidance that was a lot better than it had been before.

Came out with great earnings in the 2^nd quarter. Stock looks really good here. You have to question where oil is going. Anything above $114 a barrel may slow down economic recovery but where we are right now, he likes the oil stocks right here. This is a solid company. Increased cash flow along with production increases.

There are a lot of Covered Call ETFs out there that enhance income and give you a lot more money. Haven’t been doing all that well and he thinks it is because it is how the Covered Call works. For instance, he is going to buy a stock for $10 and Sell a Call on it and bring in some money. Calls work wonderfully in a flat or slightly trending market, otherwise he is not big on Call Options. Feels there is more money to be made by strictly buying equities because a Call Option is going to limit your upside.

This was a real favourite ETF of his back in the days of Inco and Falconbridge. Now it is basically agriculture and gold companies in there. Thinks there are better plays out there.

Gold. It has always been said that gold is a hedge against inflation as well as a currency play. Charting this from a way back, gold has never kept pace with inflation. Gold has been said to be something we are going to go to in times of economic turmoil. We went through that in 2007-2008 and gold dropped along with everything else. Gold is a currency play and that is all it is.

Copper and metallurgical coal and has been absolutely pounded. Most of the analysts think this is going a lot higher. Loves this company. Well managed. Production has dropped off. Earnings were not that great this past quarter. Shorts have been quickly dropping off in the last month.

(A Top Pick June 19/12. Up 4.39%.)

(A Top Pick June 19/12. Up 4.53%.) Still a Hold.

(A Top Pick June 19/12. Up 31.37%.) This is just getting started. Even the Bears are admitting that we are at the bottom of the housing market now.

Manufacture, own and operate “hotel like” accommodations and food services for oil drill camps. Great cash flow. He is looking at a 12% annual growth in this industry over the next 3 years. 2.6% yield and looks like they are going to increase this by 20% next year.

New CEO. Have made 50 acquisitions in the past 4 years. Now have 400 different products of which, none of them, have more than 10% market share for the company. They are going to be the predominant dermatology globally. Really, really strong market segment.