The worst is over. Even though they made such a big loss. If you buy today, you are making a bet that interest rates AND especially the stock market are going to go higher. Interest rates – how much lower can they go? They are looking at being fully hedged by 2015. Balance sheet is in much better shape. He thinks they will be going on with $1.50 in earnings being normal.

Terrific results from Suncor. Finally getting benefit from Petro Canada Acquisition. Blocking POT-T acquisition has not had a negative effect on Suncor. He likes the oil sands business very much.

Quarter was not great. Stock had run up a lot. Hard to recommend buying this stock at this value. One of his top picks is based on this.

Has not worked out. Management could not translate backlog into margins. He’s hanging on. He bought today. It will pick up if they some higher margin projects.

You won’t get a lot of growth. Move money into TRP, and similar. Doesn’t see any dividend increase.

Reasonable buy right here. There was price deflation in food. The whole group has turned out good results. Thinks we will see price inflation and this will be great for margins. There should be some price growth next year. Empire is his preference, but you can’t go wrong with either.

These gold stocks seem to be under performing yet gold keeps going higher. The gold stocks look much more attractive now. Much better profit and bank for your buck here. Preference is ABX.