Bridgewater Systems Corp. (BWC.TO)

Software to control roaming charges on Blackberries. Continue to come out with good earnings. Expect it will be taken over at some time.

(A Top Pick Sept 15/09. Down 15%.) Software for telephone carriers. Good product with good opportunities for the future but ranks in the bottom 15%of his database. Sold at a profit.

In the top 10% of his database. Recent earnings were good and earnings estimates went up by 23% with a 7% earnings surprise. Earnings are supposed to grow 41% in 2010 but market has some concerns because most of this will be backend loaded. Keen on their product.

Software that authorizes and authenticates what happens on a cell phone. Just signed a $19 million contract, which suggests that they have half of their sales in the bag already for 2010. Expected to earn $.38 Dec/09 and expected to rise by 31%.

Software manufacturer for communication providers. Provide 3 areas including network access, entitlement control and subscriber management.