If you are bullish on oil, there are plenty of in there names. You would be throwing a number of other risks onto the investment that you don’t need. Prefers Transocean if you want to play the gulf

Had bit of a miss. Cheap relative to bullion price. Gold in general looks all right to him. A bit of a management change. Would buy toward $16-$17 range. Has had a decent move right now.

The supply response has been too strong. Don’t rush out and do it. Go with what is working right now. He wouldn’t sell it, but wouldn’t buy it right now.

It’s production. They haven’t been able to execute. Prefers U-T. There’s a lot of upside in U-T. Cameco would be a better way to play as it has been a laggard.

Has a long way to go to before the Petro Can deal. You’ve seen Suncor start to deliver on the combination of the two companies.

This could be an out for BHP. No body else was stepping up to the plate. He is surprised the stock didn’t drop more yesterday. Thinks there are other areas that look a lot cheaper.

Had a really good move since August. Still having a hard time seeing more than 5-$6 earnings. It is more expensive than POT-T. Would prefer an ETF like MOO for agriculture exposure.