Management has done a tremendous job when a couple quarters ago did 22 on 22 on oil wells. Made a couple of acquisitions that they’re starting to prove up on drilling and numbers are quite good. Analysts are $15 to $18 on it.

(A Top Pick Dec 7/09. Up 42%.) Mixture of nickel oil and coal and seemed like it was lagging. Trades at a 35% discount to its net asset value.

(A Top Pick Dec 7/09. Down 5%.) Doing the right thing. A ton of synergy on Petrocan assets. Likes it and can’t figure out why it’s not $40. Expect it to get back in the low $40’s.

(A Top Pick Dec 7/09. Down 15%.) Looks like it’s bottomed.

Because it had run so much he sold his holdings in order to buy other companies. Too expensive. (See Top Picks.)

Just had a 2 for 1 stock split. Came to a point where it needed to consolidate and pull back for a while. If you like the auto sector, would prefer this over some of the others. Try to get at $45.

Feels this has the best growth and free cash flow generation in the telecoms. They keep raising dividends and Buy back stock all the time. Under $37 is a great entry point.