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This is one that you should just stay with. Because of the condition of the market, you don’t expect anything to be rip roaring upwards unless it has special news. This is a very, very nice company. Steady, reliable.

Have been getting clearance for their spinal devices in the US, England and most recently in Canada. They are in the build process, exhibiting patients, working hard to get into the hospitals, and have launched an additional product. Have about 12 competitors. The stock ran too far, right in the beginning. He will continue to hold.

This looks like it could be breaking out. Everything is going well with its products and its relationship with Dr. Reddy’s (RDY-N). Good management.

He is surprised at how it is sort of inching up day by day. This is a monitoring device for looking after people at home. Appears to be well-run. A growth by acquisition story.

(A Top Pick Oct 31/13. Up 87.05%.) Still believes the story and likes all the fundamentals. They are waiting, waiting, waiting to get a bank license. It is unbelievable how great the market in foreign exchange is.

(A Top Pick Oct 31/13. Down 30.26%.) He still holds some of this personally. This is Russian space station cameras. There is no problem with Russia, but the market sees it differently. For the time being it is going to be quiet.

(A Top Pick Oct 31/13. Down 37.39%.) A nice company and he hasn’t totally fathomed why it is found wanting. It has Internet services in a mobile station, in a van, that crosses Australia and you can get satellite communication on the move. Pays a nice dividend.

If the market goes very strong from here, insurance companies do well, because a big part of their business is investing the premiums. Good solid business and pays a decent dividend. This should continue to be a solid holding.

This just continues to do very well. Like everything else, if this correction continues, people will start stripping stuff out of it, but only if they’ve got a big loss.

Gold. The real fundamental catalysts for gold would be no supply, poor grade. The shy might come onto it, because they are off oil. Everybody should have some. The time will come, but he doesn’t know when.

One of those amazing 30 or 40 companies that everybody should hold. He doesn’t know where this one is going, except that it seems to be a non-fail company.

The sad thing about the decline in the gold sector is that they eventually get bought out at prices which are amazingly low. They are building for a 400,000-600,000 ounce objective, and he thinks they are reasonably on track. He expects they will be a survivor.

One of a half a dozen names below the level of Cameco (CCO-T) in the Athabascan Basin and does have assets elsewhere. Have some very interesting high grade discoveries. You need uranium to really start working. The Japanese are starting to turn on their plants again.

Has averaged down on his shares. They are fighting in order to get started in Alaska, which is probably the world’s greatest undeveloped copper/gold asset.

Just got through a new level of approval with the Association of American railroads and have got some contract acceptance into one of the main railcar builders. This should stay strong. Has good engineering. Plants in Texas. Seems to be one-of-a-kind for better man ways (?) and valves for better rail cars. This is still in the development stage of getting the contract work going. Be patient.