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BUY

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.

integrated oils
BUY

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.

oil / gas
WEAK BUY

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.

metal fabricators
PAST TOP PICK

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

oil / gas
PAST TOP PICK

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

oil / gas
PAST TOP PICK

(Top Pick Dec 10/12, Up 17.06%) He cut losses when they had a near death experience. Probably should not have. It screens extremely well now. Thinks energy would be a better bet at end of first quarter next year.

oil / gas
HOLD

Thinks we are improving economically so don’t exit the stock. Thinks there will be a rally towards the end of next year.

electrical / electronic