Thinks that some of the big cap uranium stocks such as Cameco (CCO-T), Uranium One (UUU-T) and Denison (DML-T) are Buys at this point. They are all looking pretty interesting and the valuations are looking quite attractive. It will be volatile, but good long-term plays.

Thinks that some of the big cap uranium stocks such as Cameco (CCO-T), Uranium One (UUU-T) and Denison (DML-T) are Buys at this point. They are all looking pretty interesting and the valuations are looking quite attractive. It will be volatile, but good long-term plays.

Thinks that some of the big cap uranium stocks such as Cameco (CCO-T), Uranium One (UUU-T) and Denison (DML-T) are Buys at this point. They are all looking pretty interesting and the valuations are looking quite attractive. It will be volatile, but good long-term plays.

One of the few large-cap global companies where you can see a growth path that is spelled out over the next 5 years. You have very little concern that they are not going to be able to deliver. With the Alberta royalty review having come in, they are cutting back their expenditures in Alberta by a large amount. This pullback is a buying opportunity. Great oil sands exposure, exposure in the North Sea and offshore West Africa.

Doesn't know the stock that well but based on what he does know, it's in a favourable place. Undervalued. If the mining cycle continues, you should see good performance out of this one.

Pharmacy benefit management. Their solution is undercutting the big incumbents in the US. Really likes this story going forward. Likely bottoming and there should be good performance in 08.

His philosophy is to buy the better quality players. He would suggest Toronto Dominion (TD-T) instead.