Wonderful energy company in the North Sea. Terrific management. Will be increasing reserves substantially in the North Sea through the drill bit. Also looking to acquire some North Sea properties from BP (BP-N). Speculative.

Lowest decline rate of the producers in Western Canada. 7.25% dividend which Is sustainable. Light sweet crude in the Bakkens is the most attractive play in Western Canada. Have over 2000 prospective well sites to drill. Thinks they will reach 100,000 barrels and then be taken out.

New CEO is solid. Will be listing on NYSE and will be paying a dividend. Producing 100,000 ounces of gold a year and when the new Lalor mine (copper/gold) comes on you go up to 200,000 ounces. $900 million cash.

(A Top Pick Nov 11/09. Up 19.84%.) Still likes.

(A Top Pick Nov 11/09. Up 1.39%.) Still likes.

(A Top Pick Nov 11/09. Down 1.23%.) Sold his holdings.

(A Top Pick Dec 3/09. Up 219%.) Vehicle lending to subprime market. Turnaround came from a couple of areas, 1) financial services area has come back and 2) started installing GPS technology to control cars in case of non-payment. Still a Buy.