$900 million cash in the bank. Closed their copper smelter, which was a liability. Wonderful new copper/gold mine coming on giving them 200,000 ounces of gold a year. Started paying a dividend.

One of the great plays in the North Sea, not far offshore. Wonderful management team. Strong balance sheet. Very smart. Will be a significant beneficiary when BP has to start shedding assets after the Gulf disaster.

Movie revenues up 5%, media revenues up 40%. Some good 3D and iMax movies are coming.

A pure play on uranium so a great way to play the commodity and avoid company risk. China has 13 nuclear plants in operation and building 27 so their demand will about triple.

Has disappointed 3 quarters in a row so he’s been lightening his position. Paying a good distribution until year-end when they convert.

Has had a nice pick up. A high quality trust. Good solid performer.

Likes this stock. Expect oil may stay high in the $80+ range. This one has not been reacting to the higher oil prices.