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O Canada (Part II): There's Gold in Them Thar Hills - and Plains [View article]
"That’s why I choose to invest in those companies in those nations that supply what the emerging markets need, rather than in the emerging markets themselves. The cream always rises to the top. And Canada, with a low but highly literate, educated and skilled, population, incredible natural resources, and the most water per capita of any big nation on earth, now rises to the top."