12/01/09, page-14

Erh is the best researched stock on fundamentals on HC. I have outlined how i would grow the business to management, which is aggressive, lucky for everybody the strategy from management is conservative. In this environment there is going to be some good little oil plays in Brazil that petrobras is going to want to unload, as the assets aren't big enough for petrobras to have on its balance sheet. Hopefully we are one of the companies that will pick up these assets