Jeff Young Dorel Industries DII.B-T TOP PICK Dec 13, 2013

Sold his holdings. Had thought that they had a pretty good idea going big into bicycles, but the company has failed to execute. He kept waiting quarter after quarter and kept getting disappointed.

(A Top Pick March 13/15. Down 22.64%.) Bought a baby seat manufacturer in China, which is not profitable at the moment. A lot of their products are exposed to the strong US$ which has not helped. Dividend yield of 5.5% while you are waiting.

This created a base for itself in the high $20s, and has rallied up through the $30s. It is starting to test areas where it had problems before. $32 was support in the old days, but now looks like resistance, but he feels the stock is ready. The high $30s are in its immediate future.

Valuation is a challenge on this one. It missed on the quarter and they have a debt problem. He prefers DOL-T or ATD.B-T.

This is struggling. Thinks it goes to $26.50. Closed at $31.39. He has a model price of $49, which is 57% higher, but this is a cyclical. The market is actually shooting consumer stocks right now.

his Canadian bicycle manufacturer should be performing well during the peak seasonal period for the sector. The stock is making new significant lows -- this is a warning. He would not buy this.

Likes the baby product space and has looked at this company several times. The balance sheet has some debt but has been well managed. He is not looking at this company directly, but does like the space.

It's never done anything and has disappointed shareholders. He owned shares 10 years and sold it because he got fed up with its lack of progress.