(A Top Pick Aug 14/08. Down 4.25%.) Very solid/diversified underpinnings in the “have to have” information markets. Includes financials, legal and scientific. On the verge of having increases in profitability and looking for earnings of $2.50 in the next year. Cash flow could be $3.75-$4 a share. Developing “next generation” terminals.

(A Top Pick Aug 14/08. Up 0.65%.) Converted to a corporation but maintain distributions and have $2.2 billion of tax pools for protection. 1700 drilling opportunities that should last a number of years and we should see production increases.

Agriculture. Recently made an acquisition in Australia, which will give them some grain handling exposure. 2nd largest oat global processor. Produce some nitrogen fertilizers. Selling at less than Book Value. Strong balance sheet.

(A Top Pick Aug 14/08. Up 0.55%.) Expecting some good profitability. Expanding internationally. Well managed.

Well managed company. His outlook for energy long-term is positive. Distribution is a little bit high but doesn't think there is a danger of being cut. (See Top Picks.)

Problem with playing fertilizer stocks directly is that commodities can be extremely volatile. There are other ways to participate in the agricultural sector. (See Top Picks.)

This is one of the benchmarks in the energy industry. Selling at a reasonable price at around 6X forecasted cash flows. Also have large tax pools. Well capitalized and good prospects going forward.