Issues non-standard mortgages primarily in the single family financing. Expect them to earn $3 a share this year. Trading around $21 and will probably have a BV of about $26 by year-end. Well run. Suspect there will be dividend increases of $.60-$.80 this year.

About 50/50 oil and gas. Well run. $.84 dividend and expect they will keep this after they convert because they have enough tax pools to last them several years.

No longer dirt-cheap. Growing their top line and bought into Churchill. Well run. While they pick up a lot of top-line he would like to see more bottom-line growth. Well positioned for the economy while it turns around.

Satellites. New Operating Officer who seems very capable. Just sold a portion of their satellite division to a Spanish satellite military company giving them $50 million in cash. Likes it but have to prove themselves since they lost money by mis-pricing contracts.

(A Top Pick May 21/10. Up 4.19%.) Still likes.

(A Top Pick May 21/10. Up 2.47%.) Still likes.

Buy the stock ($48.10) and Sell the April 2011 $48 Call giving a premium of $4.20. Covered Call strategy. Not a gold bug but thinks gold could go a little higher. Option writing is a great strategy on gold stocks.