STOCKCHASE

57.910

Boring Company. Cash flow positive in all 7 segments of its business, 7x earnings. It will keep raising dividends and he likes its cyclical exposure.

2012-03-16

TOP PICK

97.660

Every time he comes on TV it has stumbled and he is so excited. A great opportunity to pick up McDonald's. 32K restaurants around the world and is a global company. Best performing quick service restaurant in the world due to extended hours, New, more healthy menu items, remodeling and effective marketing. The best growth, payout, sustainability stock in the world. They are buying Chinese real estate and opening restaurants. Buy it on the dip right now.

2012-03-16

WEAK BUY

A T & T US

T-N

31.590

The whole telecom sector is a really good sector to hold. T is the less expensive to hold. We are going to a risk on phase. Windstream is a better stock to buy. T is Steady/Eddie income generators and if you are risk averse, then this is a good security to buy.

2012-03-16

BUY

Vodafone Group PLC

VOD-Q

26.410

Likes it better than BCE. Trading at about 9x PE. Growing into emerging markets in an aggressive way.

2012-03-16

TOP PICK

Seagate Technology

STX-N

13.170

Hard Disks. Recently raised dividend yield. Forefront of the high tech world. Will continue to raise dividends.

2012-03-16

DON'T BUY

BHP Billiton Ltd.

BHP-N

74.690

Might as well buy POT in Canada. No downside but there are better names.

2012-03-16

N/A

0.020

Markets: Dividends should be a bigger part of global dividends. Canadians know very well that there are two parts of return. Stock appreciation and dividend. As soon as he tries to invest outside of Canada he gets small, medium and large cap companies globally, but should take dividends into account. There is no tax credit but the returns out do the taxes. Buy growth/payout/sustainability stocks.

2012-03-16

N/A

0.020

Indian Banks: Indian banks have avoided the sub prime crisis. Net interest margins have compressed so margins in Indian banks are not as high as they used to be.

2012-03-16

BUY

Telefonica S.A.

TEF-N

16.860

Not too keen on it. Anything down that low will go up. Yield is 10% because it is down so much. You don’t want to buy a telco that is paying out all its earnings, which this one is and prefers other telcos in Europe.

2012-03-16

PAST TOP PICK

Horizons Global Dividend ETF

71.480

(Top Pick March 18/11, Up 7.67%) Keep watching

2012-03-16

PAST TOP PICK

Windstream Corporation

WIN-Q

12.090

(Top Pick March 18/11, Up 1.60%) Keep going

2012-03-16

PAST TOP PICK

Duke Reality Corporation

DRE-N

14.600

(Top Pick March 18/11, Up 14.04%)

2012-03-16

STRONG BUY

HAZ-T

12.190

5-6% yield and market pays 2-3% growth, so you can put yield in your pockets for years. G.P.S. = growth payout sustainability of dividends. This is what you want and this one is the perfect way to do that.

2012-03-16

BUY

Kraft Foods Inc

KFT-N

34.220

A solid company that should be owned in any portfolio. Strong management and steady dividend growth. Kraft has not fallen because it is a defensive stock.

2011-08-24

BUY

Oracle

ORCL-Q

26.680

Holds it in his growth-based strategies. Are reinventing itself. They are working toward the iPad. Tightening balance sheet and cutting costs. Likes it and it is a great price point.

2011-08-24

HOLD

Pitney Bowes

PBI-N

19.420

Solid company that pays a solid dividend, and is a company that nobody knows. Having a touch time because everyone is going on line. There are better possibilities, but if you own it, hold on to it.

2011-08-24

HOLD

Charles Schwab

SCHW-Q

18.310

Volatile stock that trades on sentiment and volatility in the market. Is trying to rediscover itself. Would avoid brokerages or banking stocks. There are better opportunities. Go into REITs and property and casualty companies.

2011-08-24

SELL

Transocean Inc.

RIG-N

51.390

Is supposed to holdup on this whole cap X cycle but is has not held up. Canada is well positioned to participate in the cap X cycle. Swap into a Canadian oil rig company.

2011-08-24

TOP PICK

105.150

7.2% yield, 10x earnings. ROE of 16%. Conservative bank good tier one. Asset management business doing well. Flat operating cost. Accumulate it.

2011-08-24

N/A

0.020

Market: We need to re-define equity investing. The way we manage them is being questioned. Asset allocation is becoming much more volatile. Now he uses Growth Payout Sustainability. We need a regret-free investing approach.

2011-08-24

PAST TOP PICK

Annaly Capital Management Inc.

64.890

(Top Pick March 18/11, Down 4.68%) Growth expansion continues. 5.6% yield.

2011-08-24

HOLD

ArcelorMittal

MT-N

20.610

Steel has had a different cycle than copper or gold. Global growth is being questioned. But CEOs have not cut back cap X. This is the last name standing. He would not buy it just yet if you haven’t yet.

2011-08-24

HOLD

NYSE Group

NYX-N

27.280

He is a big supporter of converges. High frequency traders are were the revenue streams are. He likes it

2011-08-24

PAST TOP PICK

Windstream Corporation

WIN-Q

12.110

(Top Pick March 18/11, Down 4.26%) Very strong results just released, continue to grow. 8.5% yield. He is in accumulation mode.

2011-08-24

BUY

Petroleo Bras Sa Petro

PBR-N

27.740

Chart is same as Suncor. Buy Canadian oil right now because you don’t get any benefit to going outside Canada. But it doesn’t hurt to own the stock.

2011-08-24

TOP PICK

British American Tobacco

BTI-A

90.000

35% global growth. Industry that is supported by premium pricing in an uncertain market place. 4.5% yield, 15x cash flow. 41% (he checked 3 times) ROE.

2011-08-24

TOP PICK

NLY-N

17.960

REIT. Residential mortgages, 14% yield, 7x earnings multiple. ROE of 16%. Mortgages originated in the banks and NLY selectively buys mortgages from the bank. Not all US mortgages are bad. Stock didn’t budge during the recent pull back. Interest rates will be low for a while.

2011-08-24

PAST TOP PICK

Duke Reality Corporation

DRE-N

11.240

(Top Pick March 18/11, Down 14.13%) Classic buying opportunity. REIT. 7 yield. Balance sheet quality is much improved. Very, Very cheap. 62% payout ratio.

2011-08-24

DON'T BUY

CitiGroup

C-N

39.510

Post sub prime, there was a little bit of a lift when most of them paid back their debt. Fundamentally, the financial system in the US is improving but the market is not paying a premium for this yet. US banks need a little more capital flow and loan growth.

2011-06-22

SELL

General Electric

GE-N

18.560

He would sell and move into Illinois Tool Works (ITW-N) instead. If you've owned this one for 10 years, you have not made any money. You want growth and dividends.

2011-06-22

PAST TOP PICK

55.440

(A Top Pick Dec 30/10. Up 4.27%.) Still likes.

2011-06-22

TOP PICK

Johnson & Johnson

JNJ-N

66.070

The McDonald‘s in healthcare. Yield of 3.6%. Cash flow yield of 7.3%. Top line growth is still pretty good. Strong pipeline.

2011-06-22

BUY

Coca-Cola Company

KO-N

66.400

50% of global beverage is owned by this company. Doesn't own because the yield pickup is not as great as some of the others in the consumer staples. In this volatile market, owning this is not a bad thing. 3% yield.

2011-06-22

TOP PICK

82.650

(A Top Pick Dec 30/10. Up 9.57%.) Has had dramatic growth. Dividend yield of about 3% and its free cash flow yield is about 5%. Sales of gone up in spite of volatility in the market. Growing at low double-digit growth in China. 47% revenue is in the US, 38% is Europe and the rest of the world is 15%. China is just starting for them.

2011-06-22

BUY

Altria Group Inc

MO-N

27.180

The whole tobacco cluster has done extremely well. It has growth, payout and sustainability. Loves the tobacco industry.

2011-06-22

DON'T BUY

A T & T US

T-N

30.880

There are better global telcos than this one. For a conservative investor looking for a reasonable yield pickup, it has been a very good strong story. Growth and yield of 5.6% is not as good as others such as Windstream (WIN-Q) or CenturyLink (CTL-N) with over 7% yields.

2011-06-22

BUY

Vodafone Group PLC

VOD-Q

26.530

Made a good initiative going into emerging markets 8, 9 years ago. That has kept the stock a reasonable premium. Pays a pretty strong yield. Trades at a reasonable multiple compared to global telcos. Some of the largest emerging-market plays, especially India, in its asset mix. You won't hit a home run but a good steady income growth in the next few years.

2011-06-22

BUY

Coach Inc

COH-N

60.590

Fancy bags, purses, etc. Consumer market today has a real dispersion. You have very cheap retail discounters doing very well and very expensive stores doing very well. This is a truly emerging-market play. Earnings growth is very strong right now. Becoming a growing brand, especially in Asia.

2011-06-22

PAST TOP PICK

Telecom Corp of New Zealand

113.940

(A Top Pick Dec 30/10. Up 3.21%.) Australian bank. Still likes.

2011-06-22

DON'T BUY

Tata Motors Ltd.

TTM-N

21.100

Passive on this one. This is a call on India. Market has taken it to dizzying heights and it recently had margin squeeze. Would stay on the sidelines for a while as we are going through a risk phase on global markets currently.

2011-06-22

Comment

Statoil ASA

STO-N

24.550

Long-duration stock on oil. Has weakened with the price of oil. 4.6% yield is pretty fantastic. If oil goes up, this is the most well positioned play. On a risk-adjusted basis, this is a far better investment than the more speculative plays.

2011-06-22

TOP PICK

NZT-N

9.720

New Zealand telecom. 6.5% yield. Free cash flow yield of 7%. An undervalued regulated utility. Will be split into 2 companies.

2011-06-22

HOLD

Ford Motor

F-N

14.490

Liked it a year ago. He saw the change in balance sheet. Should have been bought last year. Right now it has had its run up. He has shifted away from the auto stocks. Ford has positioned itself far better as a global player. There is a credibility premium attached to them.

2011-03-18

PAST TOP PICK

54.000

(Top Pick Dec 30/10, Up 0.28%) Sideways is the new UP in volatility.

2011-03-18

PAST TOP PICK

72.990

(Top Pick Dec 30/10, Down 3.59%) Sideways is the new UP in volatility. When we can get 5-7% yield while you wait, there is no better stock.

2011-03-18

BUY

Teck Resources Ltd. (B)

TCK.B-T

53.370

It’s a global company and the pull back is a good opportunity to buy it. The demand for commodities is still strong but the ride is going to be rough.

2011-03-18

STRONG BUY

Vodafone Group PLC

VOD-Q

27.760

Likes it quite a bit. Growth profile makes it one of the best-positioned stocks. Own a large chunk of Verizon. A lot of the income they get is paid out. Have a large emerging market and Indian exposure

2011-03-18

PAST TOP PICK

112.830

(Top Pick Dec 30/10, down 3.82%) The Royal Bank of Australia: 6.3% yield, sustainable. On of the best balance sheets.

2011-03-18

BUY

Unilever PLC

UL-N

29.470

Global consumer staples play. Where a lot of growth opportunity comes from. He likes it a lot. More secular and more global than a lot. Give the 3-4% yield without the volatility. Prefers to buy the ADR rather than the direct stock.

2011-03-18

N/A

0.020

The Canadian way of investing is spreading around the world. Income or dividends has been a big part of the returns of investing. The Canadian way is to go with growth, payout and stability/growth of dividends. Investors around the world are focusing on dividends more and more. We should focus more in the increase in shares outstanding for companies.

2011-03-18

BUY

0.020

India/Emerging Markets: As a Canadian you cannot invest directly in India, but you can invest in ETFs that invest in Indian stocks. Another way is ADR. You can buy some of the bluest of blue chip Indian stocks to expose to India. India has a higher beta. Money moved out of Emerging Markets in the second half of last year and now he sees it going back into emerging markets.

2011-03-18

BUY

0.020

American: As a global manager this is the first time in 7 years he is going American. Things are starting to things change in a very positive way. Don’t read headlines – look at the fundamentals. US Banks have started to raise their dividends. This is a very good sign that certain structural changes in the US are going to be cery acredive to stocks. Growth/Payout/Sustainability in US is starting to grow and increase. After sub-prime you have seen more US companies become very global.

2011-03-18

TOP PICK

Telecom Corp of New Zealand

69.870

Cash is king. Increased its cap X and expecting to double cash flow over next two years. Exploration and refining of oil. Well positioned to provide them Gas in Japan.

2011-03-18

BUY on WEAKNESS

Tata Motors Ltd.

TTM-N

25.020

Likes it. Just a growth stock but an Indian play. Buy it on dips. Lots of growth in auto sectors in emerging markets

2011-03-18

TOP PICK

Windstream Corporation

WIN-Q

12.930

Communications technology provider. Yield is about 7%. An ability for a Canadian to invest where Grown/Payout/Sustainability is. Solid, solid cash flow Lots of ability for them to grow dividends in the future. 55% payout. Second highest paying dividend payout in the S&P 500.

2011-03-18

STRONG BUY

Petroleo Bras Sa Petro

PBR-N

38.870

It is the Exxon mobile of the world. A lot more cap X and reserves. If you want to see Brazil represented, owning this is a no brainer.

2011-03-18

TOP PICK

Duke Reality Corporation

DRE-N

13.520

Has been the place to be in the last year or two – real estate. After sub-prime and flash-crash, banks have been abandoned in the US. REITS are doing well in the US. Sees it renewing itself. A very good play to participate in the US recovery. Very cheap compared to other REITS modest debt.

2011-03-18

STRONG BUY

NZT-N

7.360

8-9% dividend yield. With the earthquake in New Zealand, there was a bit of a withdrawal in cap X there. This company has wings and it will fly when it starts to raise dividends and the cap X cycle starts to improve.

2011-03-18

TOP PICK

53.600

Global infrastructure located in about 57 countries and 8 or 9 businesses. Broadly diversified. Cash flow rich. 2% to 3% yield.

2010-12-30

TOP PICK

76.760

US$ has recently weakened the stock so a fantastic time to buy. Still room to grow. Emerging market exposure is very strong. Has had a successive dividend growth for more than 10 years. About 2.8% yield.

2010-12-30

HOLD

Manulife Financial

MFC-T

17.140

Insurance companies are starting to gain strength. The annuity levered play on the stock market hurt Manu Life’s balance sheet severely. New management is more conservative. Looking at 3,300 insurance companies globally, this one is at the top. Trading at a discount but is starting to slowly pay dividends. Likes.

2010-12-30

DON'T BUY

Nokia

NOK-N

10.240

There’s a big structural change in global markets right now. When you buy this you are saying things “might” improve. You need to own market leaders, not a value stock.

2010-12-30

HOLD

Research In Motion

RIM-T

58.140

Trading at a discount compared to its competition. Feels it has lesser downside risks but lesser upside. Consider going down the supply chain with companies such as Maxim Integrated (MXIM-Q), Altera Semiconductor (?) (ALTR-Q) or Broadcom (BRCM-Q). They provide the broadband and components for smart phones to work.

2010-12-30

HOLD

Sunlife Financial

SLF-T

30.120

Held up very well during the sub-prime crisis. Well positioned. Strong balance sheet. Expecting reasonable growth rates. Looking for a 6%-8% dividend growth over the next few years.

2010-12-30

TOP PICK

115.150

Australian bank. A way to go outside of Canada for the same yield profile as a Canadian bank. 6% yield.

2010-12-30

Comment

0.020

Copper. This is a 2011 story. Looking for a lot of acquisitions so choose mid-cap companies, as they will have takeout premiums. For a blue chip copper play on a global basis, Freeport McMoran (FCX-N) is the one you want.

2010-12-30

BUY

Telefonica S.A.

TEF-N

67.810

European play on yield. Likes the payout and the sustainability.

2010-12-30

HOLD