Likes it. It is cheap, Diversified metals exposure. Stock has been a little choppy. A name he likes going forwards. Have projects they will be bringing into production over the next couple of years.

Has a deposit in Saskatchewan. AN earlier stage project that he does like. Thinks it is one of the more desirable projects. Potash is in a bit of a trough right now. Don’t buy ahead of their first quarter reports.

Project in Quebec and in the process of ramping up. Management is aware of the issues. Given jurisdiction in Quebec, helices it. Their first quarter report about May 10th will include an update of how the operation is ramping up and should provide a catalyst to the stock.

If you are long term, this is the go to name in the potash space. Recently coming off some mine shutdowns but they are back on now. Be cautious of their first quarter earnings report (26th). You want to re-establish your position.

Core holding across many of his funds. Are running a tram under a previously producing mine in the second quarter. In Nevada they have a couple of interesting assets.

Doesn’t know where gold is going. ABX is a cash-producing machine. Some cap-x risk going forward. Will continue to increase the dividend. Could be an entry point at these levels.

Gas bulls, so this is the go-to in the intermediate in the space. Expansive land base in which they can drill either gas or oil. Tremendous balance sheet and AAA management team. Near a bottom. Should eventually get bought out in 3-5 years.