My play in the defense sector. Supplies a wide variety of defense equipment and corporate jets.

My play in the ag sector. Less volatile than the fertilizer companies. Good international growth prospects. Best seed pipeline in the industry.

Long-term core holding. Cash cow.

Keeping track of Warren.

Spec health care play. Hope to hold on for the long term. Good pipeline and prospects. Very volatile so taking profits frequently.

Canadian utility as well as oil and gas pipelines. Lower volatility play in the energy space plus decent dividend.

Pumps and valves, primarily for the oil and gas industry. A way to play both the infrastructure and energy sectors. Experiencing excellent growth at the moment but very volatile.