The premier light oil company in Canada. US Dept of Geology has stated the Bakken is probably 25 times bigger than expected.

Healthcare serving markets in the far east. 45% is providing equipment and services to biosciences exploring new drugs, therapies, etc. Other part is bioprocess, using molecular structure as opposed to chemical compounds.

Production will be fairly flat over the next couple of years as it is divesting itself of a couple of non-core positions but expects production will accelerate in 2012-2013.

Banks are expensive at this point. He continues to buy for new accounts.

Dividends for all Canadian banks are safe. This bank is having a little more difficulty because of write-offs, etc. Would like to buy at $60. Yield of 5% plus.

Likes longer-term. Some things to resolve. Will they get CF? Also their contract with China seems to be up in the air. Would buy at $58.

Prefers Agrium (AGU-T) because market cap is significantly smaller making it more vulnerable to a takeout play. Also cheaper on a PE basis.