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Always falls victim about a week before they announce earnings because of whisper numbers. At the end of the day, they met their earnings expectations and going into their fiscal 2nd quarter the numbers are still very good. They continue to garner more market share. Will probably grow their earnings in excess of 20% this year. Very attractive valuation.

Likes its exposure to the price of oil. The Horizon project is going and as it ramps up production this company has better volume growth than its peer group over the next year. Cheaper on a valuation perspective.

Dividend yield of 4% plus. A year from now, the economy is going to be better and we won't be talking about housing prices and loan losses. Earnings are going to start growing. This bank’s wholesale business doesn't get enough credit. Very good upside in the next couple of years.

(A Top Pick June 3/08. Down 99.59%. Has moved to a different investment firm.) Had a stop loss of $11 so would have been down 31%. Company is now bankrupt.

(A Top Pick June 3/08. Down 52.86%. Has moved to a different investment firm.) Sold his holdings at $18 so would have been down 22.4%.

(A Top Pick June 3/08. Down 49.36%. Has moved to a different investment firm.) He could see this dropping into the $90's and if that happened he would be buying it. Longer term, supply/demand fundamentals are very good.

Gold: Has seasonality. Moves down in the summer and picks up in the fall. This is a pretty wide view and there are a lot of diverging influences that affect it. ETF levels are extremely high right now. Thinks $850 is its bottom.

iUnits S&P TSE 60 ETF. The risk you bear with this is basically market risk. Expects the market will have a bit of a pullback so he would suggest 1/3 now, 1/3 in the fall and the last 1/3 late in the year.

Canadian Banks: The banks have done very well. He looks on them as a leading indicator of the economy. Earnings are still a bit challenged because there are a lot of loan losses built into analysts’ estimates for this year and next. Dividend yields are very attractive right now. 15% ROE is forecast for this year. (See Top Picks.)

Have like this for a long time. Nothing wrong with the fundamentals but investors seem to be very concerned about the overhang on the cellular market. Continues to deliver very significant free cash flows and continue to take market share away from competition.

Natural gas is holding it back. A split between their oil and gas components is not likely in 2009. They hedged about 1/3 of next year's production at about $6.39US and this will help protect their cash flow.

Likes the merger with Suncor (SU-T). You should buy the cheaper of the two, which is this company.

A real tough stock from a fundamental perspective. This slowdown in the economy, fundamentals have deteriorated significantly. Have been some concerns on the ability to continue 15% distributions but they are a lot less than the cash flows generated. He would invest in the stock simply for its yield.

New preferred shares are yielding approximately 10%. Not sure if there will be much capital appreciation on the preferreds. He would prefer common shares.

Have done a wonderful job manoeuvring through their debt load but given where coal, copper and zinc prices are it is pretty fully valued. Would look at it if it dropped to $15.