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Markets. There could well be a resource rally. The move could be violent. The gold stocks are moving. ABX-T is moving and it is supposed to be one of the worst ones. He has increased investment in the mining sector but has been very selective. He holds banks but they don’t fit the definition of ‘special opportunities’. It is extremely dangerous not to be diversified. He is happy with Canadian stocks vs. US stocks. The Canadian dollar is in unison with the oil price, so if all the resources get going then you get a double barreled kind of thing.

RISKY

Mainly in the R&D phase. They dust bumble bees to go out into green houses to apply natural pesticides. They are important to Monsanto, who are looking at them carefully. In the end they will not be a giant producer of money, but could be a takeout candidate.

COMMENT

If you accept that base metals tag along with gold, then it could get moving. He is addicted to it. It is one of his few biggish mining companies.

BUY

This is one of the better companies that have been clattering down. Take advantage of this dip. They have great numbers and will march on.

BUY

A massive land holder in Western Canada who just made another massive acquisition. The dividend (6.3%) could be cut under current pressures, however. You have to be in the sector. A dividend cut is probably largely discounted in the stock price.

BUY

He thinks it is very good and they make acquisitions that are immediately accretive. They can cross market things to aging people who tend to have the same sorts of things going on. The US government announced that they would be reimbursing less for some of their products.

BUY

They are more focused on financing than renting. He admires the company and management appears to run the company extremely well.

BUY

It is on the gas side and is a giant in North America. At less than $5 it is amazing. You can hold this as a matter of patience with the price of gas.

BUY

It is fine. There is a strong influence of weather. You have to be prepared to accept that you might get a warm winter, which we are going through. But they are blue chip. The majority of the stock is held by her majesty the Queen. It is a blue chip core holding. About 6% is a decent yield.

PAST TOP PICK

(Top Pick Mar 24/15, Down 54%) They were doing a history-defying acquisition. They are run by extremely competent people. People need to see results and that they can pay down the debt from cash flows. He remains a promoter.

PAST TOP PICK

(Top Pick Mar 24/15, Down 25.77%) Huge, high quality resources. Some day the government is going to finance it. He is going to continue to hold.

PAST TOP PICK

(Top Pick Mar 24/15, Down 43.57%) This is the general US market in descent after Canada made its descent. It is building the production of oranges. Once you are into climate you are into problems. They have immensely valuable land holdings. They are venturing with a company to develop homes. He continues to hold it and be patient. They have great holding in water rights in California also.

HOLD

It is still sloping down. People are worried about Alberta. They have been growing. You have to have the turnaround in Alberta to get the fire under this stock. You have to be patient.

WATCH

They finance farmers to grow canola. A couple of farmer’s contracts went bad and they accepted the Canola as partial compensation. No one else is pursuing this market.

WAIT

The company has had some change in management. Once has to assume it is better. US real estate has not been what we expected it to be over the last several years. There will be a pause in this one.