Brent North Sea crude. Essentially in Norway. A little expensive right now so he bought half a position. If the stock were to come off another 20%, he would double up on it. Trades at about 10X cash flow but should double production in the next 3 years. Very visible growth and great management.

China is slowing, but at some point is going to stop. 3% yield. Stock is discounting that the global developed world is slowing. Expect there will be a bottom somewhere in the next 3 months. On a good day, it should be worth $9-$10.

Has been surprised at the weakness. Have a very high quality potash deposit. There is a very good chance for a quality partner to come in and to help them either advance the project internally or ultimately by the company. A takeout price of $2-$3 is possible.

Looking at doing a reverse split as they want a NYSE listing. Company has been experiencing tremendous fundamental growth. 2 of their 8 lines that they had streaming lines with our coming on stream and there will be 3 more over the next year. He is still buying.

AutoCanada (ACQ-T) or Automodular (AM-T)? These are 2 completely different types of companies. This one owns dealerships. Has been a fantastic performer. Also offers a nice dividend with a 5.1% yield. Sales are having a nice rebound but given his outlook on the economy, he would probably trim both of them.

AutoCanada (ACQ-T) or Automodular (AM-T)? These are 2 completely different types of companies. This one is a much more speculative type of company. It has potential but given his outlook on the economy, he would probably trim both of them..

Fundamentally it continues to perform well. Has been looking at this one and will be buying if his analysis continues to prove out. $5 is close to an entry point.