Earning Reports to Watch (Dec 10-14)

Attractive stock Great product. Well positioned

It is one of the oldest companies in Canada. It is a no growth situation. There are far more interesting names to own in the food distribution space.

Loves it to death. Number 1 furnishings supplier into Quebec. Brilliantly run family. Rising on a rising trend. Anticipating the earnings.

Putting a lot of cash to work with over $100 million going into investments including about $20 million to Bolivia. Also developing a mine in Spain. Also some property in Wisconsin. On a PE basis, still trading single digits for 2012. Payback in Bolivian properties will be about 6 months only.

Does rapid testing for clinical diagnostics. Has held in quite well. Going through an approval process and it looks like things will be okay. Leveraged earnings are pretty big. Likes the company but is not actively buying it.

(A Top Pick Nov 7/13. Up 26.76%.) Have some great assets in the Edmonton/Calgary area. These are rental properties, so there is lots of room to increase rents as it is a high growth area of the country. It will continue to see good growth and good increase in rents.

A wind farm developer. Have a big project, 1.75 GW, on Vancouver Island, which hasn't started producing it. Doesn't believe they have the permitting or authorization nor are their transmission lines. A very premature company.