Airboss of America (BOS.TO)

(Market Call Minute.) Great company that is well-run. A long-term hold with the opportunity to buy it on weakness.

(Market Call Minute.) This will certainly grow over time, but right now has run into the same situation that has been seen with Windpact, i.e., it was really the market darling last year with investors rotating out of that space when earnings kind of flattened. If you don’t own it, you could be looking at it here.

This is a buy now because it is down at $15, which is extraordinarily run down. It is a North American leader in their products.

A rubber compounding company that makes rubber gloves and gas masks for the defence business. Their growth and multiple makes it a really cheap stock. Growing earnings pretty aggressively. Made a few acquisitions. Very attractive at this price. Trading at 11X earnings. Management holds well over 20% of the stock. Dividend yield of 1.65%.

Still likes this company. Insiders own a big chunk. Pays a big dividend which has been growing. Revenues are ramping up and they have some US$ exposure, so there is lots to like about it. At this level it is really starting to look quite attractive.

A leader in rubber compounds for industry in North America. Have just done a transformational merger with the long-term partner Immediate Response Technology, a US defence Security related company. Dividend yield of 0.97%.

Likes the management ownership. There is 27% insider ownership. Also, likes the valuation. Growth in the last quarter was 27%. Balance sheet is pretty good. Dividend yield of 1% is low, but is growing. They have US military business which he likes. Their share count is exactly the same as it was 2001 and earlier. For him that is an absolute winner as a stock. Insiders own a third of the company.