He likes the company because of a $1.20 value. Between now and the second quarter of 2008 the company will be drilling three high impact wells. Believes the company will do well even if just one well comes through.Best to buy when market is quiet.

Had a recent run. Believes that it still has a lot of upside.

This is a natural gas story. The company has the ability to grow the volume by 20% a year just by the cost control and how they are running it. He likes the story and the management team.

Recommends staying with it. Copper prices have backed off for now but believes they will increase over the winter of 2008.

It is leveraged and needs high gas prices. His approach is to take a 18 month horizon. If we have a cold winter the win will come faster. Gentry has an acquisition that they paid a lot of money for and needs higher commodity prices to grow. Does not see it as the most attractive of the gas stories.

They have been fans of Vero Energy and started covering it in 06. Could see it grow 20% over the next 18 months if commodity prices increase. Likes the management team.

Made a deal with Anglo American. Sold 50% of a project which they are now 50% partners in. Will probably be taken out. The most attractive undeveloped gold/copper deposit in the world today. He would be very aggressive on the long side.