Thinks it is fine. If you rate the N.A. companies, then go for GM-N who has outdone Ford. OEMs are running flat out right now. They are at a record high. A lot of younger buyers are now buying new cars. No problem with Ford specifically.

He is somewhat bearish on Europe but it is working right now. The financials should do well but this one is a hold. Europe is healing but problems are still there. Generally the German banks did take a lot of the subprime stuff. You are better with US names if you want to play the recovery story.

A long term play that will do very well. Been weak the last month. Thinks it is a core holding. They are long term projects. It is a patient play.

If you look at the growth it has been phenomenal. Tarred by being a serial equity issuer. If you look at the light oil focus, it is a must own stock.

A good company. All the parts manufacturers are doing well. A huge upside in demand underway. There is a shareholder lawsuit and that is the overhang. You could look at LNR-T.

(Top Pick Dec 10/12, Up 25.55%) WTI peak reflects some refining turn-around. Thinks it will drop next year.

(Top Pick Dec 10/12, Down 4.73%) Thinks they have turned the corner. They have good quality projects underway.