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Stock Opinions by Brian D. Pow MBA

DON'T BUY
Only had about $750,000 in cash in November but they have done a financing for $7 million. 283 million shares outstanding. Recent $5 million loss. Seems to be a lot of promise but would like to see the delivery before he would look at it.
computer software / processing
DON'T BUY
Trading at about 8 or 9 times revenue, which is pretty expensive. Technology is interesting, but you want to see greater uptake. Wait till there is more traction and the company grows into its market cap.
electrical / electronic
BUY on WEAKNESS
This has been one of his Top Picks for a number of years. Great top and bottom line growths. Very diversified geographically. Did about 35 million sales in their last year and looking for 53 million this year, throwing off $0.12 in earnings.
computer software / processing
WATCH
Do technology basically for fleet trafficking. A GPS technology. Had a great contract with Volkswagen in Brazil but it fell apart on them. Have been clawing their way back into the marketplace. There is a big contract overhanging the stock and details are slowly coming out on it.
electrical / electronic
TOP PICK
A consolidator of agricultural dealerships. John Deere is their focus but also have 5 Bobcat dealerships. Farmers are buying new equipment because all their input costs are becoming more expensive.
misc consumer products
TOP PICK
Rents portable housing to the oil/gas industry. Have long-term contracts. Benefiting from the tar sands opportunities in Alberta. Year-end results look very strong. Expects about $50 million in consolidated revenues for 08. Payout ratio of only about 57%.
other services
BUY
Produce Transformers that are used in different industries. Greatest success of late has been in the wind power and mining industries. Recently did an acquisition to expand their product offering. Has been in his watch list. Very strong management with good opportunities.
electrical / electronic
COMMENT
A fairly early stage public company. Didn't pass his metrics on earnings and profitability, but seemed to be doing okay in their little niche. The real challenge is that it is a niche brewery and how they would grow themselves. Deserves to be on a watch list.
breweries / beverages
DON'T BUY
Had some significant top line growth, but had some significant write offs relating to the acquisition they did. They are hinging a lot of their business on some major US contracts. At this price, it is worth watching.
consulting
HOLD
Recently guided that 08 revenue would probably double. The stock has responded favourably to it. When the stock moves that strong, you have to sit back and let it settle down. Has a very interesting opportunity in the whole affinity program.
other services
DON'T BUY
They market a natural sweetener, which doesn't give the insulin response that sugar does. Available in health food stores. Worth watching.
food services
TOP PICK
Supply airborne surveys for primarily the mining industry. Has had some very good growth. Recently did an acquisition that expanded their technology from a rotary type business to a fixed wing business. Leading edge technology. Very profitable. Last quarter exceeded his expectations. He is looking for $47 million in sales next year with $.18 in earnings. Trades at about 19X forward earnings.
mining services
TOP PICK
Has been a growth story based on supplying software to the mining industry to help them with working with smaller workforces and maximize the mineral deposits. Cash flow positive. Good top line growth. Made an acquisition in the last year to help diversify their business.
computer software / processing
WAIT
Flight data recorder, but much more sophisticated. Used by airlines to basically record the performance of the airplanes. Gives real-time feeding to satellite networks. Still early stages from a revenue perspective. Not quite cash flow positive but getting near so. Has moved up, so let it consolidated a bit.
Transportation
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