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Excellent company. Located in Colombia, Peru and Brazil and have had some good results. Looks very attractive but unfortunately, people tend to throw the baby out with the bathwater when commodities come under pressure. Guilt by association rather than the fundamentals.

On a fundamental basis this is good but China is slowing so steel is getting really impacted as well as hard-coke and coal. Prices are going down.

One of the big problems is that it is so big it has been scaling itself down. Management is getting its hand around it. There have been several departures of key people over the last year. It’s one of those companies that struggles to find a direction that investors can hang their hat on. If you are content to hold for 2 or 3 more quarters, you’re probably going to be okay. However, there’s nothing that will move the needle on this.

(Market Call Minute.) Turning the corner and have the right strategy but you’ll have to wait a few more quarters to see if it plays out.

(Market Call Minute.) Dirt cheap. Missed its production guidance for the 4^th quarter. Likes the name but it’s a 2014-2015 story.

(Market Call Minute.) Expensive.

(Market Call Minute.) Kearl is going to be the big growth driver but it is expensive. Would tend to Sell or Hold this.

(Market Call Minute.) There is a decline in mining activity so why do you need to be there on a higher risk play in the mining sector.

(Market Call Minute.) Cheap and has great recycle ratios but he likes other names more.

(Market Call Minute.) Thinks this one is pretty good.

DBS downgraded the corporate debt and this gives you an ideal buying opportunity. Pretty good yield of 5.8%. You are basically buying into a power producer that is mainly run on river or hydro power. Has 20+ year PPA and have contracts for this. There are no fuel risks. Very defensive.

Going to be tough sledding for resources but one of the areas that has been a home run, has been the energy infrastructure space and part of it is that they bought Provident and have some of their assets in their base which allows them to do the fractionation and take liquids out of the pipeline stream and sell them for higher value. $3 billion in projects on the go. Good yield of around 5% so you are getting paid to wait. This company has a lot of growth and continues to pull more and more growth even though the valuation is high.

Has been one of the strongest growers for years. Valuation is high but this is the right time to be in a name like this. Everything else is too speculative. Has $27 billion in projects that it is going to actualize on in the next 4-5 years which will drive the growth of over 10% in earnings over the next 5 years and beyond. Modest yield of just under 3%.