Trading at 20 X cash flow so statistically it's overvalued. If you laid the price of uranium over Cameco's chart, they would be fairly identical. Positive on it, but would want to be out early before it peaked as it will have a long way to fall.

Looks very cheap. It has had troubles because of the US$ differential. Very well managed. One of the few companies in this sector still making money. The street still has $11/ targets on it. They need a much weaker Cdn$ to do well.

The manufacturing can side of aluminum. A spin off from Alcan (AL-T). Less cyclical so would prefer this one at today's prices. However, Alcan has some recovery coming, so would prefer it now.

Steel prices have rolled over in the last while. Probably a bit of a bounce coming, so there could be one more positive trade in this stock. Fairly risky.

Have done really well in broadening out. Showing some growth. Has a decent dividend.

80% gas. Probably one of the few intermediate to senior companies that he is comfortable buying right now. Only at 4.5 X cash flow. A lot of upside from oil sands type projects. A lot of land positions so they have 5, 6, 7 years of drilling available. Can see years of growth.

Had a good run but has gone sideways for 4/5 months. Classic growth stock. Reports on Tuesday and is expecting $0.37/0.38 versus $0.32 a year ago. Not cheap. Has a growth multiple. Looking for $1.60 this year and $2 next year.