HOLD

Reported good earnings yesterday. Has a very interesting service, equity planning for major corporations.

TOP PICK

It absolutely has got a model in place of dealing with the non-top level bank financing, which the major banks don’t do. They have this platform working for them in a very interesting way, and the revenues are exceeding that of the old rental financing business. Yield of 1.43%.

TOP PICK

Still in a kind of a PBX, more sophisticated business. They are now world leaders, and they have merged Astrol into themselves, a similar kind and very compatible company.

TOP PICK

Heavy oil focused producer. This is about an 8000 to 10,000 (?????). (Really didn’t say much on this. Bill.)