Didn't like some of the numbers that recently came out, but does like the 3% dividend. Over the last 5 years they have had the best performance on a per-share basis of the any of the integrated companies.
Anytime it gets under $5, you can load up on this stock. He might revise this upwards in the next few months, as they are getting closer to the payoff time. Great properties and good partners. Good long-term investment.
Biggest gold company in the world. Have lots of mines globally. Getting into a part of the cycle where their production is in a pretty good upswing. Gold is a good place to have some investments.
Have some good oil properties in Yemen. He sees no reason why it should have sold off recently. They are working on their pipeline. Everything is slow because of bureaucracy. Definitely a buy under the $4.25 range.
