His favourite applied research and technology company. Doing some great work in the agricultural area, which is 25% of its overall sales. With the growth in seeds and pesticides you should see a very good 08 and 09. 3.5% yield. Trades at 13X next year's earnings and he can see it going up to 15X or 16X.

This is related to the growth of farmers’ incomes, who tend to go out and spend money on new equipment. With the growth of their income this year, 08 and possibly into 09, he can see as much as $190 in the stock.

(A Top Pick Jan 15/07. Up 16.6%.) Still buying for new accounts. Likes the tech sector generally. Pre-tax earnings coming from the foreign sector is in excess of 60%.

(A Top Pick Jan 15/07. Up 84.8%.) Sold his holdings at about $109. Too much volatility for him. Expect there will be a good 20% correction in this and the Indian market. Not a Buy.

Commodity index. Thinks inflation is going to pick up. With the growth of worldwide liquidity, investors are going to be looking at things as much as companies and will be looking at commodities in general.

(A Top Pick Jan 15/07. Up 6%.) Yield of 2.4%. Still likes this along with Manulife (MFC-T). Likes their international exposure. Still a Buy.

Outlook for silver is good. This is a 2-year hold. Will be in production in July/08 and looking for 2000 tons a day of production. Have about 10 to 15 other prospects on their Mexican property. A great Buy.