Great and one of the larger food processing global companies. Good defensive characteristics. 4.2% dividend.

Biggest domestic bank in US. Acquired the very strong franchise of Merrill Lynch during the downturn. Also acquired the mortgager Countrywide and had some difficulty with the mortgages. About 40% of revenue is from consumer lending. Trading at the price of BV. Consider averaging in.

We are going into a seasonably weak market for oil and gas. Existing production and meaningful resource upside. Market cap of over Billion. It’s trading cheap on reserves. Can fund about 10-15% growth per year.

We are going into a seasonably weak market for oil and gas. A story that is not on the radar screen of most investors.

We are going into a seasonably weak market for oil and gas. An out of favour gas stock. Lots of catalysts coming for the rest of the year. Good management.

(Top Pick Mar 24/10, Up 2.4%) Still likes. Been little to get to get them started. It’s been a wet season. Trading at a reasonable multiple on existing production. Will be drilling their first horizontal well in September, which will be a huge catalyst (news in late October)

(Top Pick Mar 24/10, Down 23%) At the time it was a cheap natural gas name and now it is a VERY cheap natural gas name. It was intended as long-term holding.