Likes the growth and the growth in the light oil Bakken area. Prefers to own through Petrobank (PBG-T). (See Top Picks.)

Not one of his favourites. Would rather have another horse in the gold sector. Growth not as much as had been expected.

A direct play on uranium without the problems of mining. Uranium prices have moved up to $65 but he would still Buy. With the demand growing, he could see uranium reaching $85 in 2 to 3 years.

Likes it for the growth in the oil sands. Cheap compared to the rest of the group. CapX is in line with expectations.

Their interest in PetroBakken (PBN-T) and Petrominerales (PMG-T), which is primarily Colombian oil is probably worth $40 plus a share, which is close to the present share price. Rest of the company is 3 projects including THAI projects which are starting to work well.

Crushed earnings last 3 quarters in a row. Good cash balance. Good change in the voting structure and senior management. Auto sales are getting better.

Thinks the Playbook is going to work. Will be one of the 3 or 4 players surviving the smart phone market. Expect they will do way better than people are expecting. Trading at under 10X earnings.