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One of the identifiable leaders in the market is infrastructure. Has a global bias. Does work on nuclear power, environment as well as government infrastructure.

Pure gold. Selling Silver Wheaton left them debt free, so no financing issues. Growing production from 2.3 million ounces to 4 million by 2012. 70% of assets are in NAFTA countries so limited political risks.

Very real indications they are gaining traction and moving towards their operating plan. This could see earnings growth over the next 3 years in a very defensive space.

(A Top Pick Jan 18/08. Down 18%.) Stopped out last summer and bought back at end of December. Great entry point now. Use $39US as your Stop.

(A Top Pick Jan 18/08. Down 77%.) Stopped out at $50. Not a name to be in right now.

(A Top Pick Jan 18/08. Up 7%.) Very useful to hold through last year. ETF’s are great tools as long as you understand how they work and the risks.

One of his core gold positions. Of the group, it is the most technically sound.

Prefers larger caps with a good source of funding and relatively low costs. Likely to see continued distribution cuts in some of the trusts’ area. Would prefer Arc Energy (AET.UN-T) although they are susceptible to distribution cuts. 11.25% yield.

Integrateds have been performing well lately. Good dividend yield.

Had a very difficult year in 2009 and was probably oversold. He recently purchased this. Very strong cash flow.

Canadian Banks: He exited Canadian banks in the spring of 2006 and still had a 0% weighting coming into December/08. Preferred shares are very attractive as dividend yields are strong. On common shares, earnings growth is going to be challenged.

Own 38.1% of Bruce Nuclear and 48% of Ventura Gold (VGO-X). Recently began buying. Uranium pricing seems to be firming up. This is probably the best way to get uranium exposure.

If energy stocks rally, this one will probably do so also. A lot of people owned it for distributions but if oil prices stayed at $50 distribution would probably drop significantly. Relatively high cost producer.

Technically, it is acting very well. Has a lot of exposure to oil sands. You could own this for a couple of years if your view is oil is working its way higher.

If you have a strong belief that infrastructure spending is going to be strong for steel, and that the economy is going to get back on track then this is an aggressive way to play it. Risky. Enormous amount of debt.