Market Outlook He thinks we are into the correction part of "sell in May and go away". He is watching long term bond yields, if 10 year yields drop below 2.35% it is a sign that investors are heading for the exits. A break down could take the yield down to 2.00% -- a big boom for bond holders.

Push to talk radios for trucks and deliveries as well as first responders. They have agreements with a large number of US carriers. He does not own them now, but will be watching them.

Q1 earnings were good. He sees 20% organic growth. There has been a pick up in business with China -- finally. He sees additional contacts there. He has bought this in the past two weeks. It offers real time GPS locations for aircraft.

His second largest personal holding. They will report earnings May 28. They have a backlog of $74 million for work. Sales are expected to be $45 million in 2019 -- almost double last year. They think $160 million of additional sales are within reach. Targets for share prices are $2.00-$2.20 he says. They extract methane from garbage plants.

They deal in both Canada and the US with Bell and Telus. He thinks there is a large US opportunity that could unfold in the next couple of months.

A company that provides robust data storage, split into different locations. Great for utilities.

Corporate debt level? Companies need working capital to grow. Shareholders want to participate as much as possible, so they prefer the company to use debt. Too much debt can be challenging for cyclical stocks. CLR-T debt service is challenging. With sales growth expected to be lower next year, it too is challenging. Net debt to equity has improved to D+ in his grading. A stretched balance sheet with 2.6 times debt-equity. They seem to have strapped on a lot of debt. He thinks there are better opportunities.

It ranks about 333 on his list -- about mid-point. A decent dividend. They are paying out 67% of cash flow. Year over year cash flow is up 84%. Sales are looking good as well. It should have predictable cash flows going forward -- although cash flow has not been positive for some while. Yield 4.84%

They produce sonar technology for use in submersibles. They have some new contracts going forward. He does not own it.

(A Top Pick May 18/18, Down 21%) A increase in commodity prices has been offset by lack of market access. He does not own any energy stocks currently.

(A Top Pick May 18/18, Down 19%) He still sees good opportunity going forward. He owns this personally as well. Yield 2.2%

(A Top Pick May 18/18, Up 34%) Garbage is a growing business. He owns it personally as well. Seems to be a lot of acquisitions in the space and he sees opportunity going forward.

Rolling out 5G technology using antennas. Earnings are expected to be small relative to the share price -- a high PE ratio today. However, growth in earnings will drop this back towards 12. 2020 should be the year for traction. More upside to come.

A software company that grows through acquisition. Earnings growth is expected to be flat. ROE is 18%. Free cash flow positive. Good opportunity going forward. The market did not like the news of another large acquisition.

Maker of in-home elevators and lifts. Acquisitions make up a large part of what they do. Recent earnings were pretty good and analysts generally favour it. Sales were up 50%, but earnings were down. For that reason he is not holding it. He thinks they will eventually get back on track.