A very high beta stock. Growing nicely and has some new product. Expensive.

If you are interested in technology and want a defensive stock this is relatively cheap. Expect a big increase in dividends in July.

Getting pricey. Have great products. Have done a good job in restructuring.

Feels commodities are in a bull market but in the near term, will see continued weakness. Wait for it to settle down.

Feels commodities are in a bull market but in the near term, will see continued weakness. Wait for it to settle down.

Feels commodities are in a bull market but in the near term, will see continued weakness. Wait for it to settle down.

A great company. Drilling looks good for 2004 so sees some support for the stock price but not sure how sustainable it is.