High-quality fertilizer stock. Got a huge bump when I bid was made on Potash (POT-T) and has pulled back but thinks it will pull back further. Would prefer it in the $60-$70 range.

Increasing distributions by $.25 a month through to December but will be going quarterly after that so there will be a hiatus before the next payment. Pulp prices have been very strong and more capacity has come on than was expected so pulp prices could dip. Wait to see what emerges.

Have some big elephants they are drilling so if they hit on some of them, they could go up another 20%-25%.

Still nervous about this company. Whenever he thinks all the skeletons are out of the closet, there is one more. Most recent one tends to be long-term care insurance in the US.

Growth across the 44 Asian countries was recently upgraded which can't happen without a lot of base metals so this company should do very well.

Very solid and likes the assets. Someday the price of natural gas will go up.

Split peas, lentils and diversified into rice. Have done quite a few acquisitions. Quality is sorted by colour and they have put in optical sorting lines. Building a very good, solid long-term business.