Neulion (NLN.TO)

Stock has moved up significantly. Streaming of sports, especially basketball, particularly for universities. Has a very strong following. Earnings are forecast to be $.02 in 2014, which is a 50X earnings estimate. Earnings are expected to be $.05 in 2015 giving a more reasonable PE of 20X. Expect you will see the growth continue. Have some great technology and great relationships with some extremely large US sports franchises.

Does a lot of work with the NHL and recently signed a deal with Rogers (RCI.B-T). Not a company that he could see getting behind, because valuation is quite high. Looks very expensive even though it could be a very good growth story. This is in a hot market. Doesn’t meet his criteria for investing.

(Top Pick May 29/13, Up 150%) Loves these small penny stocks. It has revenues, but no net income. What it has is a very powerful platform. He asked himself what it would cost to replicate this platform, and it had huge value to him. He thinks it will eventually be sold. Somebody in the media compared it to Netflix.

Still likes this company and thinks they are going to see great growth from the Rogers NHL partnership. Took some profits when he thought it got a little extended around $1 so he sold most of his stake at a little over $1. They provide an end to end streaming solution for sports programming.

Streaming media and advertising. Moving into other content areas for delivery. Upsized some of their NHL packages. He likes it. Competition is pretty fragmented. Growing at 40% a year.

Do a great job in terms of the total package of delivering streaming packages. Trend in terms of data usage, both online and watching Netflix direct, is accelerating. Thinks there is a lot of upside in this company. Have been growing 30%.

Does a lot of digital for sports. Allows you to watch sports on your iPad for example. He always thought the valuation was a little high. It is not one for him, although he thinks they are on the right track.

Digitizes videos, especially live sports. Great clients like the NBA, NHL, NFL, etc. Likes the company, but considers it a Hold now. It has a good future. Rogers deal for the NHL will be very constructive for this company. Great customer base, solid technology and will do well over the long-term. Try to get it in the low $0.50 area and you will probably do well.

Software and tools to monetize digital content. Deals with sports leagues (NFL, NHL). Getting into non-sports. They put your content on the web and deal with advertising, technology issues etc. Last quarter grew 30%. You are going to see multiple expansion now that they are turning a profit.

They help content providers (like sports leagues) package there video content for the Internet. It is not just streaming. The streaming is the easy part. They add texture and functionality to it. Their customers are all the major-leagues with the exception of baseball. Company is profitable and growing and still has legs.

Distributes video over the Internet. More and more people are watching videos, etc. on their laptops, tablets and phones. Customers include the NHL, NBA, NFL and Maj. league soccer and college teams. It has a very bright future. Cash flow positive. This is going to be a permanent trend.