(A Top Pick July 13/09. Down 26.44%.) Have to be a little concerned about how well the Google (GOOG-Q) Android phones are doing. Smart phone market is still growing at a great rate. Trading at 8 to 9 times earnings. Company is still growing effectively at 25% a year.

Have a new iron ore mine coming into Quebec. This one makes sense even with iron ore at $80 a ton. China is coming back in and the global economy is growing. Lots of cash.

Strong producers. Likes metallurgical coal. Valuations have this as an exceptionally cheap stock.

(A Top Pick July 13/09. Up 43.73%.) Lighten up on this a little bit as he thinks fertilizer prices will soften up in the last half of the year.

(A Top Pick July 13/09. Up 7.87%.) Likes the energy story and this seems like a great play.

Put some good orders in, in the last week so it looks interesting. Not a top choice as he thinks the airline industry will be shrinking on a longer-term basis. On a valuation basis it looks pretty good.

On the basis of earnings it is trading a little bit cheaper than the rest of the group. All oil stocks have gotten cheap lately. Wouldn't own this one.