Peter Hodson Pareto Corp. PTO-T TOP PICK Mar 30, 2010

Direct marketing company. In-store promotions and direct mail campaigns. One customer is Aeroplan. He is more interested in valuation. Pays a 6% dividend and trades at about 6X next year's earnings. In the past 1.5 years, they started a dividend, raised the dividend, paid a special dividend, paid another special dividend and bought back a third of the company.