(Just converted to a corp. and new ticker is going to be AGT.) Should be able to maintain 2.5% yield. Just acquired a Turkish company. One of the largest pulse crop traders and processors globally. Have about 45% of the lentils market with the potential to expand into rice, chickpeas and other beans.

One of the largest lab companies with 30% of the Canadian market share. H1N1 testing could boost margins in the short term. Also has about 10% share in the imaging side. Defensive holding as he believes there is a potential for the market setting up for a double dip. Conservative management team.

Had about $120 million on the balance sheet before the Combari bid, which was successful and this should clear up the historical discount (Bolivian risks).

Junior gas play. Management owns about 23% of the company. Trades at about 50% of their NAV. Just raised some short-term money to do a 3-well program. Shell surrounds their land. High prospective net acreage.

Chilean and Argentinean assets. People like the “large assets in the ground” in Chile with the potential to be acquired but it is probably a high CapX project. Sees a lot more upside in the high-grade drilling in the Argentinean play. Should appreciate with the gold price. Use a basket approach for small caps to mitigate risks.

Likes this but it is more of the development story right now. Production is coming on in the Timmins mine, which they need to execute on. Also need to prove that what they paid for West Timmins was fair value. Has trimmed some of his holdings recently.

Gold/platinum deposits in Brazil with a large pit mine. Relatively small land base surrounded by Companhia Vale Do Rio Doce (VALE-N). Has significant potential given the grade of the deposits. Trimmed his holdings a little. Could be a huge home run or could languish if they could not extend their property.