presenter still likes Alamo but story has moved stock well

Ag business has been picking up and in particular Bush Hog business has been in line with presenter's expectations. with an upside of $30 the stock is up 40% since recommendation and time to lighten up could be appropriate at this point. 1/3 of company business is with county and city governments who had a tough winter and budgets for roads and maintenance are stretched as well as overall budgets. Story has godd move and good time to lighten

Roulston/ New York presenter likes American Eagle (AEO) for valuation

Not trying to make a statement on the state of the consumer the presenter emphasized that some operating improvements (closing and opening brands, sourcing changes and aerie) and combined with non operating moves like stock buybacks position the stock price attractively.

Roulston/New York Presenter likes Nova Gold (NG-Amex) for diversified properties

Four properties located in Alaska and British Columbia offer diversification but potentially significant reserve potential if Nova can afford their share of development costs. Some recent investors show interest after looking at asset potential.

Roulston/New York presenter likes small cap Gold company Maudore(MAO.V) in Quebec

At our small cap event in New York this presenter made case for Maudore having significant advantages from transportation and mining costs in the close proximity to users. Former Bear Stearns analyst in management has different incentive and perspective and reserves may be understated.

Roulston/New York presenter likes Mercator (ML.TO) and China demand for Minerals worldwide

In a forum that focused on names in some basic materials the presenter likes the outlook for copper and in particular the Mineral Park mine reserves and the ramp up of their production and cash flow.

Roulston/New York presenter likes Spectrum Brands post bankruptcy and refinancing

The bankruptcy story is behind the company. Major shareholders have consolidated over 80% of the company with operations seemingly on the right track and a lack of coverage the story seems to be flying under the radar.

Roulston/New York presenter recommends Devon Energy as value in recent energy turmoil

The move by the company to domestic E+P is well documented but the change to the balance sheet and some of the other cost cutting and operating issues support the timeliness of this recommendation.