Neil Wickham

More upside than Potash (POT-T) because of a more diversified fertilizer base including potash, phosphate and nitrogen. Massive retail system through US and Canada and expanding into Europe.

7% royalty and 15% equity in Iron Ore Co. Iron Ore Co. is in the process of spending $500 million to expand production. Strong iron ore needs, particularly in China and India.

Rapidly rising production profile and steadily rising reserves. Good diversification with 1) the Thai process, 2) the Bakken field in Saskatchewan and 3) the 76.5% interest in Petrominerales (PMG-T).

(A Top Pick Mar 20/07. Down 18%.) Didn’t meet earning target in the 1st quarter. Also a couple of lawsuits by franchisees turned investors off as well as consumer weakness. Still good value in cash flow earnings and growth. Attractive Buying opportunity.

(A Top Pick Mar 20/07. Down 19%.) Sales have been pretty steady but hasn’t grown as expected partly because of weakness in the US housing sector. Sold his holdings.

(A Top Pick Mar 20/07. Down 10%.) Had a couple of problems with major drugs and doesn’t see this being resolved yet. Sold his holdings.

Airline business has been terrible. This company has been a singular exception with its very sound business model. Whole industry is getting pretty hard hit by rising oil prices.

Has never been a big fan of this company. Has always been a little concerned with their massive reliance on government subsidies.

For a long term holding of more than 5 years, this company is definitely a Buy. Essentially a proxy for the US economy, which essentially is pretty good. Has potential to do a lot better when times improve. May be nearing a bottom here.

At these prices has some extremely attractive yields. Yield is well covered and the payout ratio is moderately good. Its long-term viability is good especially when they develop the electronic side more completely. Superb cash flow.

Signed an agreement with the Alberta Research Council on carbon capture storage. The large amount invested cuts into the profits available for shareholders. Expect it will continue to be a pretty good performer.

Likes the agricultural sector. (See Top Picks,) Good stock but he prefers Agrium (AGU-T). Looking for very strong earning gains in Q2 that will drive the stock to new highs in the relatively short term. Demand for fertilizers will continue to rise long term.

One of the best in the utility sector.

Got beat up really badly when the 1st quarter earnings came out and they missed by only $0.01 a share even though earnings and cash flow were up dramatically. Their numbers will get back on track fairly soon.

Rising production this year, next and the following year is planned out, so even if gold is flat, they will have rising earnings and cash flow.