Brad Willock

Not of interest to him. Managed to loose money for so many years and yet still stay alive. The longer it hangs in the better a chance it has to turn around. You might want to look at Right Aid.

(A Top Pick Aug 9/06. Up 48%.) Still likes. Well-positioned and make good products.

(A Top Pick Aug 9/06. Up 25.1%.) Yield at the time he bought was over 7%. Took profits when the stock went up making the yield drop and replaced it with Windstream (WIN-N) that yields close to 7%.

(A Top Pick Aug 9/06. Up 19.7%.) This was his way of getting exposure to the technology sector.

Clinical labs. 2 big players own most of the market. Expects volume will increase because of aging population needing more and more tests. Very profitable.

An institutional money manager. Whatever money they make each quarter, they give it back to you in the form of a dividend. Very profitable. International.

A rural telephone company. Generates a pretty stable stream of cash flow and pays virtually all of it out in the form of a dividend, which is close to 7%.

Refinery capacity in the US is rather constrained. This is one of the biggest refineries.

Doesn't particularly like the Company. With young people getting Type II diabetes, it is getting pulled from schools. The stock is a play on a weaker US dollar as most of their sales are outside of the US. If the US dollar is strong, he buys Pepsi (PEP-N) which is more US$ centric.

PE of about 20 and anticipated growth rate of about 14%. Have a lot of intellectual property. Reasonably attractive.

One of the best run operations. ROE is extremely high. They give a continuing increased dividend.

Likes this bank. Canadian banks have no US sub-prime mortgage exposure. There is now a big valuation spread between the two. Could be at a point where Canadian banks may be sold in order to buy US ones.

Good international exposure. Canadian banks have no US sub-prime mortgage exposure. There is now a big valuation spread between the two. Could be at a point where Canadian banks may be sold in order to buy US ones.

This is a tricky stock for a retail investor. There is a possibility that Ford could be out of business someday and upside is very limited.

Has gone up because of a rampant consolidation in the materials sector, specifically steel and metals. Big dividend yield. Have some really good businesses.