Geodrill LTD (GEO.TO)

(Top Pick Sep 1/09, Down 33.63%) Geothermal is his favourite space and believes they will all be taken over in the future.

Merging with 2 other companies and will have its name changed to RAM. Thinks geothermal is probably the single most attractive resource opportunity. He is a bull on energy particularly alternative energy.

Small start-up geothermal company. Once you actually find the thermal resource, what it produces is competitive with grid power prices. However, very capital intensive, which drags down returns. He would rather play the manufacturer side. Biggest one is Ormat Technologies (ORA-N)