Maxar Technologies (MAXR.TO)

(Top Pick May 8/14, Up 14.54%) It is slow and steady and he really likes the backlog. The earnings growth rate is looking like it could pick up.

Satellites. Business is good and reported a good quarter this week. There is a lot of bidding activity going on in this business which is why investors should be excited. The prospects for them going forward are good.

(A Top Pick May 8/14. Up 12.86%.) Benefiting from US spending and the US$. Industrial and technology seem to be sectors that investors like to Buy these days. It probably goes to $115-$120 in a good market. Definitely worth keeping.

They are one of the best Entrepreneurial management teams he has seen in Canada. They can figure out where the margin is in a business model and know how to exploit it. A core holding in a portfolio.

Doesn’t own this any more. A great company. All of a sudden it has started to move back up on his screens and he may start to invest in it again. Would rate this as a Buy, and his sense is that the stock is due for a bit of a break out. It is starting to look cheap in relation to its peer group. He can see it moving up to the $105 level over the next 3-6 months.

Likes the management team. They are some of the smartest guys in their space. Benefit from a weak Canadian dollar. Things are little softer out there than they have been and so now is a good time to get more if you have a 3-5 year time horizon.

(Top Pick July 9/13, Up 23.81%) Still likes it. They are growing earnings. Satellite industry is quite attractive. About 25% market share and rising. Trades at a reasonable multiple. Have been good at acquisitions.

Google (GOOG-Q) purchased Skybox, who had used this company to make some of their products in the past. It was suggested that Google wanted to network a lot of these things which would almost double current production of the complete satellite industry. Thinks there is a pretty good opportunity for this company going forward.

(A Top Pick June 11/13. Up 36.86%.) Did a big acquisition a few years ago, which expanded their US presence. Have been winning more of their share in satellites this year, and as well, there is growth from emerging markets. Sometimes satellites in emerging market countries are the most economical and viable solution. Also, the US government is trying to save money, and are turning more towards commercial satellites to decrease costs. Seems to have a lot of momentum behind it, and are winning a lot more contracts than they had in the past. If you don’t own, wait for it to drop a couple of dollars before entering.

Made a big acquisition and it is starting to kick into their earnings, expected to double them over the next couple of years. Business is very solid. Backlog is growing. 13 times earnings. It is starting to get new attention.

Has done well, but given how high is ROE is, around 35%, he would have thought the stock would have had a bigger move. Good deal at this price. For people looking for value right now, this is a good name.

Has been going sideways and pulling back a bit. Doesn’t think there is any particular reason. Will be reporting in the next couple of weeks and the company tends to move when they report on quarters. They are trying to get contracts from some of the developing areas such as Russia that are building out their satellite presence. She still believes in the long-term picture for satellite demand globally.Has been going sideways and pulling back a bit. Doesn’t think there is any particular reason. Will be reporting in the next couple of weeks and the company tends to move when they report on quarters. They are trying to get contracts from some of the developing areas such as Russia that are building out their satellite presence. She still believes in the long-term picture for satellite demand globally.

(Market Call Minute.) Great company but finds the stock very expensive.

Great management team. Has always known them to be fantastic executors but every once in a while, they have a couple of quarters in a row where they have missed execution. This past quarter, they have missed and he is looking at this as an opportunity to get back into this stock. If it got as low as $65, he would be all in it.

Good company. He wants to see the next quarter to make sure they are making progress and then he wants to add to it.