Property and infrastructure. Very solid play going forward. Hard assets that do well in inflation. Likes what they are doing in power generation as well as in properties.

Likes their oil sands play and their Thai technology, which uses less natural gas and water. Starting to license this. Has a minority interest in Petrominerales (PMG-T), which is having great drilling success in South America.

Box office numbers have been good. Demographics will increase the number of viewers.

(A Top Pick Feb 26/07. Down 13.7%.) Manufactures insulin out of plants. Succeeding on every measure. Will spike up on news. He is in this one for the longer haul. Still likes.

(A Top Pick Feb 26/07. Down 2.1%.) Drilling for oil in Libya. Brought in 3 wonderful wells so far. 3-year leases and won’t be producing right away, but will continue drilling. A screaming bargain at this level.

(A Top Pick Feb 26/07. Up 68.8%.) Largest mobile phone company in China. Value we should and has gotten to a very lofty level and he has sold his holdings. Consider Selling.

Would be a little cautious about adding to it here. If we have any kind of a winter at all, natural gas prices should find a base and move up. Distributions should be reasonably safe.