(A Top Pick Nov 6/15. Up 60.93%.) They use high-powered water to excavate. It has had a great run, and he has trimmed at around $25. He still likes this. If crude prices continue to edge higher, it will be even more beneficial.

(A Top Pick Nov 6/15. Up 10.89%.) He still likes this. The growth is there and it is going to come. You get a good yield while you wait. It will give you a 10% return.

(A Top Pick Nov 6/15. Up 29.99%.) He still really likes this and would buy more of it. This continues to try and deliver, and has the potential to do very well.

This is not mining, they just take a fee for services from the mines. Currently he is not into precious metals. The money flows are out of precious metals.

His only concern is if there is enough growth and dividend to chin the bar. The sector has been sideways. If rates start to rise, some of these companies have a lot of debt, which means the cost of carry when it rolls over is going to be higher.

A great company, but is in a sector that has a lot of difficulties passing through fee increases, and he wonders if it can grow out of it. He owns nothing in the telecom area.

He is positive on this. As rates rise, this benefits some of the financials, but it really benefits the life companies.