Uranium closed-end play on the commoditiy. It is currently the only play for direct exposure to the commodity itself. This is the portfolios largest holding.

Producing uranium with significant assets and properties. Cost of production are high, but this should subside as management becomes more focused on stream-lining productions and increaseing effieciencies.

Tremendous assets and property potential. Will split/spinoff into 2 businsess, 1 focused on the developement of US properties, the other focused on Canadian propeties. Volatile play but tremendous upside. Tied for 2nd largest holding.

MOLYDBENUM play that invests directly in exploration company's, smalll firms currently producing and the alloy itself. Volatile play but the metal is used in strengthing steel, oil pipelines and a variety of other industrial appilications.

International infrastructure play for a growing and demanding world economy. Descent yield as well.

Sustained, yet growing demand for electricity makes XLU a solid play. Descent yield and good indirect exposure to nuclear/uranium assets.

Straight play on spinoffs. I use CSD when I have cash on the sidelines that i want to put to work, which keeps the portfolio committed to the overall strategy.

Tied for 2nd largest holding. Democratic, capitalist society that has both international exposure as well as mining and financial exposure. Great play on Macquarie Bank and their various infrastructure vehiicles and global reach. Terrific yield and expanding economy make this a great addition to the portfolio.