Likes US financials. Would be included to own it right here. Thinks there is a bottom in US financials. Has JP-N, C-N, BAC-N.

It will drop when it pays the special dividend. The next day you re-evaluate. $5 is as good as we are expecting in the short term.

Likes the stock. Good production growth. When you look at some of the assets they added recently, they look good. A little bit expensive on a cash flow basis, but the whole group is.

(Top Pick Nov 30/09, Down 6.3%) Has liked it for a long time. Americans concluded they are going to continually loose market share. They will continue to grow. Generating cash and cash on the balance sheet. 8x earnings. Management has done a fantastic job all along. He likes the tech sector in general.

Has lagged. Yesterday came out with one of their better quarters. Good cash generation and good by-products. It almost drives the costs to negative levels. An attractive buy-out candidate but people have been saying that for a long time.

The problem is that there is no cash generation for a couple of years, but they are fully funded to 2014. You are paying for reserve development. It’s cheap. You may have to wait for a while.

(Top Pick Nov 30/09, Up 10.63%)