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Be a half to a third in Canada. Favours energy over materials and fundamentals are better in oil over metals. LNG long term is attractive.

A lot of uncertainty that will take a few months to resolve. Believes it will resolve and the asset is still there. Have to look at differential. This will come in eventually regardless of the XL pipeline. Oil will find its way to the US.

Markets. Syria is a small part of resources. Oil prices have more to do with fundamentals. Syria is a Cherry on top. Likes Europe’s pickup in PMIs. China oil demand over the summer is up 5% and they are replenishing their strategic reserves. There is underlying demand. Weakness in fertilizer based in waiting for debate in Russia to conclude. In India the wedding season is getting ready. For gold the seasonal trade has passed. Gold is an emotional commodity. Crude oil is pretty strong right now. You have to look at differentials. There were hopes earlier in the year of Nat Gas rolling over in the US. There was a small increase in production last year. There is a switch from coal to gas. The rigs are being more efficient so the rigs are not rolling over. It could lead to strength in price. They will make a lot of money on the liquids side.

Benefited from the strength and refining margins in Nat Gas. Faltering the last few quarters and things they are turned around right now. Would hold on to it.

Look at net asset value. Strong growth over the next few years. Great management. Expensive stock. Use price and net asset value to determine value. There are other names he would buy at this level in the energy space. He would add at the $37 level.

Price weakness comes back to the differential. BTX gets paid on the lower price. XL or rail gets the oil down there to capture the differential. Dividend is safe.

Half base metals and half met coal. A China story. Steel and copper are more linked to China. Believes the macroeconomic environment is improving. Would add to them because of copper in a while.

Producers and can refine their own production. Suffer less from differential price. Great free cash flow story. Could see further increase in the dividend.

Would sell at this point. Dividend is safe but issue is earning consensus is still too high. Buy at $28. or possibly sell and get out.

Is at an entry point. Gold stocks will move with gold margin. Executed well. Managing balance sheet well. Pushed out projects that are not accretive to business. Very little growth over next few years. They could rebound very well, so hold.

Buy gold now? Economic environment does not favour gold right now. B2 gold, YRI-T, G-T are good names in the space.

A large dividend is often a signal a dividend cut is coming. They are well hedged and so are well predicted. Prefers others as Nat gas names. Some level of dividend cut could be a good thing.

80% of revenues from gold and business is royalties. But has done extremely well. Likes the story.

Hang on longer. Great profile over next 2.5 years, (30-35% production growth. Good management, lower political risk, likes the story.

He would wait for a recovery at this point. They have done the right thing in the last couple of years. Good production growth over the next couple of years. Comfortable with the name. Any acquisition will be accretive. Low political risk. Happy to hold on to it. They could cut the dividend depending on gold prices. Would be surprised if they raised it.