Stretched in terms of valuation. To protect yourself from increases in interest rates, look for demonstrable ability to increase dividends, which this one has. But this one has much more commodity exposure compared to the others.

Owns CNR-T. Both rails are priced for perfection. Will enjoy further earnings growth as the economy continues to improve. He would not rush in right here.

It is at a price where it makes sense to re-purchase. Should the met coal market recover then this one will do well. There is a major shortage of zinc, which is one of the three main areas Teck is in. Good balance sheet. He is watching for an obvious catalyst. The base metals market is basing.

Probably not a buy here. Signed a deal with China for a couple of reactors. Uranium is still in the doldrums. A dismal record in terms of operations. Hold it, but don’t buy it.

Hold based on the turn on base metals.

Potash inventories in North America are well below normal. Hold it if you own it. He has AGU-T

Likes the energy field. Most modern and largest fleet in Western Canada. Signed a deal with Schlumberger Ltd. (SLB-N) to round out the product offering.