N/A

Markets. Sees good upside for the markets going into 2015. Canada and emerging markets will improve 12 months out. Pure energy is 20% of the TSX and will do the heavy lifting.

BUY

It is a typical long term hold story. Uranium story was damaged by reactor in Japan, but now things are moving on.

WAIT

There is a massive oversupply in the commodity. Doesn’t see the price of potash recovering over the next three years. The dividend is safe, however. You could wait 3 to 5 months out to buy.

BUY

Great story, management, growth profile. Could recover quite a way from here.

BUY

The pullback today is a good entry point if you think gold will continue to recover. The transaction is accretive. The company is delivering.

HOLD

Has been acting very well. The IPO that is coming up for some of their assets is being anticipated by the market. The Nat Gas market has been a rocket ship in some ways. It could take a couple of years to recover from the current low inventories. Does not think you should trade out this stock right now. These stocks will not pull back this summer.

BUY

Likes it at this level. Couple of projects coming on line this summer. As you bring on projects and de-risk projects, the stock value increases. Is in a sweet spot in terms of catalyst.

DON'T BUY

Met Coal and base metals, mainly copper. You need supply to come off line or demand to come up in Met Coal. Copper inventories remain low and supply is not coming on so he is more comfortable with it. It is no man’s land for this stock.

BUY

Does not think it is a takeover target. It has a low mine life. But he likes the company and have been delivering. Surprised it has not been re-rated here, but does not feel it will be a takeover target.

PAST TOP PICK

(Top Pick Sep 12/13, Up 27.49%) Have been delivering on all markets. More upside to come. Increased margin over the last few quarters. Extremely comfortable with this name.

PAST TOP PICK

(Top Pick Sep 12/13, Up 14.64%) Expanding potash mine in Saskatchewan. Retail business is going well although planting season is late this year. He is still comfortable with this one. Corn prices have rallied back and this stock moves with them. His gut feeling is that dividends won’t increase this year.

PAST TOP PICK

(Top Pick Sep 12/13, Up 2.45%) If you think silver is increasing then this stock will also.

DON'T BUY

They have to work out some issues. Not a go-to name for him. Could rally if gold price went up, but not their first name he would buy.

HOLD

Light oil producer, so correlated with the oil price. Have been very acquisitive and tended to issue a lot of stock. However, it is a good story and they are under good execution. Thinks it will catch up so hang on to it.

HOLD

A Royalty company, a great business model. They are opportunity rich right now in this environment. They have executed very well and have a good management team.