Earning Reports to Watch (Dec 17-21)

Attractive stock Great product. Well positioned

Partnered with Niko (NKO-T) in the Kurdistan play and he likes the story. Very high risk/high reward story. Drilling will probably not occur until later this year or early 2009. Would rather own it through Niko.

On his Watch List and he might be buying soon. The oil/gas seismic is part of their business, but they have had more of a growth in the trucking area where they have a solution for fleet management and tracking. This adds a lot of efficiencies.

Natural gas. Have announced some major deals with Crew Energy (CR-T) and West Energy (WTL-T) in the Montney region of British Columbia. Expects there will be production within the next year.

In an environment where the appetite for energy is still nonexistent and large investors want only 1 or 2 names, this company is not going to hit the radar screen for some time to come. They have liquids rich exposure and gas exposure but there is still exploration risk on their acreage.

(Market Call Minute.) Quite a volatile story. They have too many small deposits around the world and they need one big major deposit.

Aluminum foam has great potential. A conceptual stock. Don't expect a big earnings growth in the next year.

Current inventories are selling very well and profits are very large. Stock has been off the map but is now rising. Selling at 6/7 X this year's earnings.

Treatment of Cardiovascular diseases. They’re on to a new way of looking at HDL treatment. Still pre-clinical. Prefers biotech that is at least in phase 2 trials. Too expensive.

Getting global acceptance of products. Low volume

Been around for a long time. Has a broad range of technologies. Have recently signed licensed for Virusmax, which can double the yield of virus production for vaccinations. Bull semen-sexing technology. Have some very interesting technologies. Watching it very closely. Like the company.

Dehydrated foods technology. Has had one great announcement after another. Seem to have crossed over a threshold now. Amount of money they lose on a quarterly basis is small and have about $6 million in cash.

They are exposed to hot emerging areas: self-driving cars and the internet of things. It is also very well-run. He looks at this stock sometimes. On his radar.