Inmed Pharmaceuticals, Le Chateau Inc. and More Earnings Reports this Week (Sep 16-20)

Recently purchased as a toe-in-the-water flea bite at less than 1% in his portfolio. One analyst believes there is some pretty good upside opportunity. Speculative.

Another great company. It is an outstanding operator. Return on capital keeps climbing. He thinks there will be an opportunity still to get it at a lower price. It is part of the tech pullback.

The original owner of the company was responsible for some very good acquisitions. He continues to grow the business by acquisition. The challenge is the valuations are under tight scrutiny. He would prefer Open Text (OTEX-T).

Good mngmnt. Lots of cash. Has revenues.

The gas stations and convenience stores have been under pressure by the environmental groups. Although electric vehicles are coming, it is a very small fleet and will remain small for quite some time. He would continue to hold.

Has had this on the radar for a while. Well-run company and have been growing by acquisition both in the US and Europe. He worries that too much of that is getting baked into the share price. There are a lot of things that can surprise investors such as gasoline margins.

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

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.

Speculation drove it up to $7 in 2006 and it then sold off. It is quite positive now that it has finished building a base and has broken above the down trend line.

He doesn't own any drilling stocks. As economy recovers and more resources are needed, drilling companies will do better. Would prefer Trinidad (TDG-T) because of the yield. Use a stoploss at the 50-day moving average, but once you see the market rollover, exit and take your profit.

It is one he does not own. He has looked at it in detail. On a PE and multiple basis it trades cheap and always has done. Over the long term you will be able to see them pay a few extra pennies with dividend increases. The multiple looks attractive but don't catch the falling…

Stock had been range bound for quite a while, and then broke out with a nice measured move up to $24, but could actually go higher than that. Good value and a very nice balance sheet. Dividend yield of 3.6%.