Liked their acquisitions of Adams. Stock has been a moonshot since and has done very, very well. Known as the high quality company in confectionaries. Well managed. Great distribution. Trading at 15 X forward earnings.

Very strong company. Good management. Looking out 5 years, it looks like it's got good growth.

Great company. Production of nickel is important to the infrastructure. A lot of nickle gets exported to China. Over the long and intermediate term, the company looks alright, but on the shorter term basis, with the metals having done what they've done, you have to be a little bit cautious and pick your spots.

Well managed. A company that is very nicely diversified in metals. Have been benefiting recently from the increases in the price of metals. Starting to get a little bit rich here.

Particularily good at processing. Have transfer agency services, fund account services, etc. and have recently been expanding into North America. Good on the technology side.

Into pharmaceuticals and chemicals. Things seem to be moving along very well. Getting a little overpriced at these levels.

Has had a heck of a run, pretty well doublng over the last 24 months. One of the lowest cost producers of steel in the world. Well managed and very up to date on the technology for steel production. Starting to see some competition coming in. Watching closely with the possibility of lightening up his position.