Just ready to report and the earnings should be pretty decent as nickel and copper prices have been very high in the last quarter. Metal stocks have been one of the most disappointing groups in that prices are high but the stocks don't follow through. Won't do as well from now on, based on the price.

Like a lot of other senior oils, it has downside because of price risk. Will follow the price of oil in the short term.

An exploration (Boca) play in China as well as a partnership in Peru. What will drive the stock in the short term is Boca. Some recent results were quite good. 2007 would be his best guess as far as getting to production. Wants to go up as soon as the gold price is positive. Cheap.

Has moved up quite sharply lately on their I-Fire flat panel TV. About 3 weeks away from having their plant up and running and will be producing 34" at $300US. Probably 15 months away from market. May be a joint venture coming.

(A Top Pick May 16/05. Up 8.5%.) Likes the US Hudson United acquisition by Bank North. Good strategy. Long term outlook is good. Would buy on weakness which will only happen on market weakness.

A very focused North American gas play. Earnings and cash flow report for the end of the month will be very good with record earnings. Has 6 X cash flow.

Has been very disappointing. Having trouble passing on cost increases. Still likes, but has given up hope that it's going back to $60 any time soon.