Misc.

Drilling for dollars, an interview with T Rowe Price's New Era fund manager.

Quote:

"We're basically in a good, long, positive cycle for both energy and basic materials," Ober said. "Emerging markets around the world, which are the users of these resources, are in pretty good shape. I see a fairly long cycle with some gyrations along the way, and those are more likely to be buying opportunities."

Alberta Oil Sands Study from BMO Nesbit Burns.