The "go-to" position in the gold market. Extremely low cost producer. Very little political risk as they are focused in Canada. Very well run. Unhedged. Would wait for some upside, $4 or $5, in the gold sector before buying more.

Do have a weighting in some mertal producers, but not this one. If you believe the natural resource story continues, the metal stocks are probably inexpensive. In the last few months there has been a catchup in the oils and this hasn't happened as yet. Will likely be some strength in these companies, but would prefer the mid-size companies. In the large caps, prefers Teck Cominco (TEK.MV.A-T).

Share price is peforming very poorly in quite a strong market. There are concerns on the price of MBTE.

Clearly there is an increase in the volatility in the energy stocks which happens when the market gets more extended. You have to know if you can stomach the volatility which is why they have scaled back their exposure. It is also the point where you can make the most money.

Manufacturer of memory, cards for computers, USB drives, cameras, etc. Price is not dropping as quickly as people expected. Coming into the Christmas season is a strong period.

Not sure that now is the time to be entering new positions in the energy sector. Would be looking for these energy stocks to start to hit new highs again before considering adding new positions.

When you get bad news in the market, it can generally stay for some time. Shareholders that got in at higher prices are looking for their price in order to exit.