It looks like Allan Barry still holds his position in ISM from looking at his website. (Added Jan 21 2008 16th edition of his report)

Allan's talk about Exeter the other day in his own online show, which I had linked to in an earlier post, was interesting. Anytime he sends out his notification to the email subsrcription list that he will be on BNN, I like to follow in case there is a mention of his holdings or where he sees certain commodities heading. In our case I had hoped to hear commentary about Nickel and it's present upswing.

So ahead of time one doesn't know what the topics or companies will be until you actually view the interview.

Cheers and have a good weekend.