One of the identifiable leaders in the market is infrastructure. Has a global bias. Does work on nuclear power, environment as well as government infrastructure.

Pure gold. Selling Silver Wheaton left them debt free, so no financing issues. Growing production from 2.3 million ounces to 4 million by 2012. 70% of assets are in NAFTA countries so limited political risks.

Very real indications they are gaining traction and moving towards their operating plan. This could see earnings growth over the next 3 years in a very defensive space.

(A Top Pick Jan 18/08. Down 18%.) Stopped out last summer and bought back at end of December. Great entry point now. Use $39US as your Stop.

(A Top Pick Jan 18/08. Down 77%.) Stopped out at $50. Not a name to be in right now.

(A Top Pick Jan 18/08. Up 7%.) Very useful to hold through last year. ETF’s are great tools as long as you understand how they work and the risks.

One of his core gold positions. Of the group, it is the most technically sound.