Foster: Amongst the largest companies we like Goldcorp the best because they have a growth profile. They're developing a huge mine in Mexico called Penasquito that is coming in on budget and on time. It looks very good to us and next year they'll be bringing Pueblo Viejo online, a joint venture they have with Barrick Gold ( ABX) in the Dominican Republic. And beyond that there are a number of other projects to fill their pipelines, so we like the growth profile on Goldcorp and they're managing it very well. The stock is up just 6% year to date, so just how undervalued do you think this stock really is? Foster: In my view it's not that undervalued but because of their solid growth profile. I think they can trade at a premium to their peers because of their management and just the dynamics of the company. So I wouldn't call it a cheap stock but the outperformance would be in the high multiples the company can command.