An oil producer in the North Sea. Great production profile. Ability to triple production over the next 3 or 4 years. No debt. Also have some exploration upside. On a valuation basis, they are trading at about half their peers.

Agricultural company focused in Brazil. Has a phosphate deposit, which is expected to come Into production over the next few years. Also looking at other opportunities. Brazil is going to have to import fertilizer, so there is a cost advantage of producing in Brazil.

About 80% production is natural gas with about a 15% production growth. Also have a pretty strong drilling program over the next year. Also have some light oil exposure.

(A Top Pick Apr 4/09. Up 66%.) Just sold his holdings. Was getting overbought on a technical basis. Would buy again on weakness. About 80% natural gas and also has a Cardium oil play that is getting a lot of attention.

(A Top Pick Apr 4/09. Up 6.7%.) Sold last year because of noises being made about how they got title to some of their properties in Kazakhstan. On his short list now and still considering.

(A Top Pick Apr 4/09. Up 22.1%.) Do a lot of horizontal drilling and businesses going quite well for them.

Likes uranium but doesn't own a lot at the moment. Thinks it's setting up very nicely for the next 1 to 2 years. This one has a good growth production going forward. Have had a few stumbles while ramping up production but not unexpected.