Copper and metallurgical coal and has been absolutely pounded. Most of the analysts think this is going a lot higher. Loves this company. Well managed. Production has dropped off. Earnings were not that great this past quarter. Shorts have been quickly dropping off in the last month.

(A Top Pick June 19/12. Up 4.39%.)

(A Top Pick June 19/12. Up 4.53%.) Still a Hold.

(A Top Pick June 19/12. Up 31.37%.) This is just getting started. Even the Bears are admitting that we are at the bottom of the housing market now.

Manufacture, own and operate “hotel like” accommodations and food services for oil drill camps. Great cash flow. He is looking at a 12% annual growth in this industry over the next 3 years. 2.6% yield and looks like they are going to increase this by 20% next year.

New CEO. Have made 50 acquisitions in the past 4 years. Now have 400 different products of which, none of them, have more than 10% market share for the company. They are going to be the predominant dermatology globally. Really, really strong market segment.

Has outperformed the S&P 500. No yield on it but with his bullish scenario he is also looking at the baby boomers that are going to continue working and have lots of disposable income.