Gold sector had a pretty rough 6 months in the first of the year, but this stock continued to be very firm during that weakness. Fairly diversified. Very attractive assets.

The risk in any growth company, and certainly when it turns into a momentum play like this one did, is that you start to see slowing in the growth rate. They are starting to see competition from some of the search companies. Margins are shrinking.

Has been firming up recently. Home builders continue to perform really well. There seems to be a fair bit of real investment dollars flowing towards the larger cap growth oriented companies. If you own, keep an eye on housing stocks such as KB Home (KBH-N) D R Horton (DHI-N), etc.

A great business model. Very low cost capital investment. Will be a very strong cash flow generating. Doesn't fit their ethical criteria.

The risk is that there are some political winds blowing, talking about some of the problems that gamers are creating for some of the people that patronize their establishment.

Canadian banks are performing much better than US banks, partially due to better dividend yields. Feels there are better places to be than in banks. He holds some, but only for their consitancy.

Had as a toe-hold in the pharmaceutical group that has been out of favour for 3 years, but with only medium success. Facing competition from the generics. Has a great portfolio of drugs and has pretty steady growth.