(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.

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

Thinks it can maintain the dividend. Thinks it will do all right for one of the smaller energy companies. 8.7% dividend.

Investors are a little skittish and this one had a phenomenal run. The catalyst for this one will be Europe. A really well run company and this may be an opportunity to pick up more. Short positions have evaporated over the last month. A name that screens very well.

In the seasonal strength period. Don’t buy now. You want to wait until you seen an overall pickup in Nat Gas activity, which depends on LNG.

Royalty company, so if you produce a commodity, you might get silver as well as what you are after and so SLW buys silver futures from you as cash up front and some see this as a form of last resort financing. SLW often does better when you do. Gold and silver tend to sell together and gold is low. Silver held a little bit better but silver will get hit if gold does and he thinks gold will.

Owns and likes it. There is social media, analytics of data and the cloud. This is where these guys operate. They will do well with the cloud.