One of his core holdings. Likes what management has been doing. Got TD Waterhouse sorted out. Now have a proxy operating for them in the north east US giving them access to takeovers.

Have a very good oil sands lease arrangement. Time horizon is a bit long on this one. If you want to get into the oil sands, you could get into a Suncor (SU-T) or some of the majors who have oil sands investmenst and who will pay dividends or will reach production a lot faster. Fully priced here.

Took some profits. Was really upset when their plant blew up. Thought they had sorted out those problems. Not on his favourite list any more.

Was buying just before their earnings came out. An economy stock. It's the bulk shipments such as sulpher, potash, grains, coal, etc. Can continue to see their earnings growing.

Has disappointed a few people. Went through a fairly major restructuring in terms of selling/buying assets and part of that really dropped their production levels so a number of people backed off on that. He has no problems owning this one.

Missed this one as well as Potash (POT-T), partly because of concerns on gas prices. International demand has increased as Chinese/Indian farmers are now able to afford these fertilizers. Expect there will be some pretty good earnings here.

Missed this one as well as Agrium (AGU-T), partly because of concerns on gas prices. International demand has increased as Chinese/Indian farmers are now able to afford these fertilizers. Expect there will be some pretty good earnings here.