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Likes companies that are doing well in the current environment. They don't need things to get a lot better to make money. Expected to triple production between now and 2012. They don't need cash. Will double their cash flow in the next year. Very little political risk. Probably the “go to” name for US institutional investors.

Virtualization of desktops, remote access. Corporations can save 30% to 50% of deploying a new desktop by using their technology. Near-term catalysts are swine flu, cost savings and remote meetings. With the new Windows 7 rollout, a lot of companies are retooling and this becomes an option. Great growth. 75% of revenues come from license fees and recurring service revenues.

Stores and ships coal overseas. Thinks there is a real ramp up coming for metallurgical coal from overseas. Shipping 12 million tons but can ship 29 million once the new expansion is done. No debt. 8.3% is very sustainable.

(A Top Pick Sept 8/08. Down 28.86%.) Stopped out in Sept/Oct last year. Wouldn't buy.

(A Top Pick Sept 8/08. Down 17.13%.) Stopped out in Sept/Oct last year. Wouldn't buy.

(A Top Pick Sept 8/08. N/A.)

Market. A lot of people are expecting weakness because of seasonality but he has not seen any evidence of this in his indicators so wouldn't be concerned about seasonality. Most investors are under invested. There is a lot of cash on the sidelines. Every pullback appears to be met by buying underneath the market.

Need another $10 billion from the US government. There is no equity in this. Pure speculation.

Natural gas has been weak and he is staying away from it. Prefers the pure play oil producers that have the capital to build out their plays. Would prefer something like Crescent Point (CPG-T) or the new Petrobakken that is coming out.

Wonderful company but is in the wrong space right now. Agricultural products of all the basic materials are weak and weakening. Expects a large wheat and corn crop and soybeans are pretty good so is expecting more weakness. He is Short this one.

Copper/zinc/gold. Generally has been an expensive stock, because of both good assets and being well financed. Have about $500 million in cash. This appears to be the one with the least amount of political risk.

Doesn't like exposure to drillers in Alberta gas. Has stayed focused on oil because the economics look very good. Would prefer something like Carbo Ceramics (CRR-N), which does gas for fraqing or equipment companies like FMC Technologies (FTI-N).

A lot of the oil sands assets are very attractive. The reason you want to own this is the yield. Will continue to ramp up their production. Their ultimate policy is to pay out 100% of the free cash. Have just bumped the distribution and can bump it again very shortly.

Eldorado (ELD-T) and Iamgold (IMG-T) are probably the 2 soundest gold companies technically. Great assets. Some risks because of Turkey and a new investment in China. (See Top Picks.)

Gold stocks are leading the market and it has started another significantly higher over the last 3 weeks. At some point later in the fall he expects to have to raise more cash and get a lot more defensive. (See Top Picks.)