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| BUY | 15.530 | Norman Levine | State owned oil company in Brazil. Had a big run-up a couple of years ago when they had some big discoveries off the coast. Has fallen off and a good time to get some oil stocks. A good name. | 2010-05-05 | |
| DON'T BUY | 16.410 | Charles Lannon | One of the 3 largest emerging market stocks globally. A favourite globally because it is assumed to have a very high growth profile as offshore production comes online over the next several years. Wouldn't be his favourite because 1) not particularly cheap and 2) significant government influence. Would prefer Royal Dutch Shell (RDS.A-N). | 2010-04-29 |