Critical Control Solutions Corp. (CCZ.TO)

(Top Pick Aug 6/10, Down 32.43%) Is almost out of it. It’s an execution thing. He did all his homework and didn’t get it right.

(A Top Pick June 29/10. Down 1.66%.) Company is okay but the stock has gone flat. It was in oil/gas services and there are better companies in this area. Trimmed his holdings on this one.

Use all kinds of IT services to do various kinds of data analysis within the oil/gas industry. Recently reported Q2, which beat the street by quite a bit. Looking at 2011 he has it at roughly 5X earnings with a ROE of about 25%. Great, sophisticated emerging growth stock.

It’s a small company so don’t take a big slice of it. Data management in the Gas and Oil industry.

Not currently in his database. Half of their sales come from work they do for the Alberta government with the rest from the oil patch. Think there is good opportunity for them. Still a little bit early.