Peter Imhof Softchoice Corp. SO-T TOP PICK Apr 03, 2013

(Market Call Minute.) Made a big dividend bump over the last couple of weeks. Earnings are great. Rock solid balance sheet. Great company.

(IT infrastructure.) Involved in an area of the market that is growing quite nicely, small and medium-size businesses. Getting more involved in Cloud Computing and want to work with data more. Fragmented industry, so there are opportunities for consolidations. Fantastic fundamentals. Trading at 10X next year’s earnings and about a 17% ROC. Dividend yield of 2.24%.

(A Top Pick October 3/12. Up 72.22%.) Was acquired.

(Top Pick Oct 03/12, 72.22%) It was taken out.

(A Top Pick April 3/13. Up 20.12%.) This was taken out by private equity.

(Top Pick Apr 12/13, Up 21.51%) They were taken out at a 20% premium, but it was near his target. It is a good exit play if a stock gets taken out.

Has since sold shares. Does not own anymore.
Better opportunities in tech space.
IT services provider.
Watching for cost savings in business. 

Has owned it on the past. It grows organically. A new CEO arrived last year and he spoke to him; he's sharp. It boasts higher margins than its peers. Great ROE and fine valuation. He may re-buy it.

Defensive software business. Not growing as quick. Excellent margins on the business. Conservative stock in the tech sector. Would recommend if want exposure to IT services.