Potash is a big strength in our market. Lots of demand from overseas buyers. Should continue to do very well.

Its best days were probably in the past. If a company's share price doesn't participate in a market rally, you should be looking elsewhere. Growth stocks are starting to perform a little bit better, but this stock is not.

Has done a very good job in putting this business together and it looks like they want to continue to grow. Feels the asset management business is a good one to be in over the next few years. From a sector standpoint, a lot of the companies in this group are performing well. A cash flow business.

( A Top Pick May 3/05.) Fully invested now. His model turned positive in May.

(A Top Pick May 3/05. Up 6%.) Still likes. The risk on this one is their ability to replace the barrels of oil that they are producing and selling. They'll have to get more efficient at finding oil. They have a huge land position. A very large liquid trust. Won't be a rocket, but will be a steady cash producer.

(A Top Pick May 3/05. Up 4%.) An attempt to build some exposure in the Japanese market which is coming off a 16/17 year low. This company was able to grow through that period. In the short term there are a couple of real positives. They are going into a new model year for the Accord and the Civic. Some of the promotional expenses will come off. Have good exposure into the Chinese market.

Insurance companies are somewhat interest sensitive, but long term interst rates seem to be stable which is helping them. Prefers insurance companies to banks right now. Good international growth.