Likes its international exposure. A good addition to an oil portfoliio.

If you are looking for gas exposure this is the best hands down. The most levered North American producer. Developing very long lived reserves and has a technological advantage to exploit those reserves.

(A Top Pick May 2/05. Up 40%.) Had taken some profits as it became overweight in her portfolio. Still likes. 50 year reserve life.

(A Top Pick May 2/05. Up 6.4%.) The largest independent mutual fund in Canada. Will be dependent on markets continuing to be reasonable. Likes the demographics of the mutual fund industry. Dividend yield of 3.2% whih will be inreased. Reasonably priced trading at about 13.5 X next year's earnings.

(A Top Pick May 2/05. Down 7.5%.) Continuing to buy. No concerns over the longer term. Likes the exposure to global growth. Latest quarterly profits were down, but that's a short term noise.

2 favourite banks are Bank of Nova Scotia and TD (TD-T). This is a good buying opportunity here. Likes its international diversification. Has been quietly and consitently investing abroad and very successfully. Could probably see 8/10% return.

Has lagged some of the others in part because the refinery and gasoline operations are a bigger percentage of its overall mix. Its latest quarterly earnings were a little bit disappointing particularily on the cost side, not making the productivity improvements that the market had hoped for.