Softchoice Corp. (SO-T)

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. 

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.

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

(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.

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

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

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

(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%.

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

Expects them to have more than 30% EPS growth this year. Trading at around 10X the shares earnings. Good dividend yield. Came out with a record quarter last quarter. Net income was up 29% and revenues up 15%. Very cheap. Good management. Expects the 2.18% dividend will be increased to double over the next 2 years.

(Market Call Minute) Reports tonight.

Has a lot of cash and is trading at 6X earnings. Plenty of cash on hand and is growth by acquisition. Has been a little frustrating as the stock has been trading sideways but their financial performance has been excellent. Could be a good takeout candidate for somebody. Yield of 2.26%.

Just goes sideways and seems to be trading around the $12 range but the company keeps putting up good quarter after good quarter. You have to be patient. Numbers are great but just doesn’t seem to be attracting any excitement or attention. Looks really inexpensive at 6 or 7 times earnings. As long as the earnings are there, he knows that sooner or later it is going to kick in.

Started out as software reseller. Very consistently growing earnings every year. Trades at a low multiple (6.8x). Growing about 20% a year. Room for multiple expansion as well as growth. Looks ridiculously undervalued.