Some people think this is a proxy for the US economy. He is a little dubious about prospects for the US economy in the spring. The recent pullback has been overdone and this is a good entry point.

Talk of a reverse split which would help clean up the huge amount of shares outstanding. New management team has done a pretty good job in a crappy situation. Doesn't think the Microsoft (MSFT-Q) deal will help them too much. If you own, consider selling at year-end for tax purposes.

Prefers Ipsco (IPS-T). This one has less value added and probably a little more volatile. Cheaper on fundamentals, but for a reason.

Good exposure to the oilfield and pipeline industry as well as the construction in the oil sands. Earnings were very good. Price is reasonable.

Hold on to see what happens re acquisitions, mergers, etc. Wouldn't buy at this point.

This one gives you exposure to base metals.

Likes this company. The building of specialized pipelines is very good for them. Have had a bad drop in the last six months.