Scott Morrison

Zinc has been lagging the rest of the commodities. Reports indicate that China will be a net importer of zinc as opposed to a net exporter by the end of this year. This company should be a good way to play this commodity.

3rd largest lumber producer in North America. Selling at single digit multiples on an earnings basis. Generating significant amounts of cash flow. Clean balance sheet. Good management. If they got the tarriffs back from the softwood lumber dispute, it would amount to $4 a share which is not factored into the price.

Still in a developmental stage and their fund likes proven assets. Exposed to metallurgical coal and acquiring assets. Okay for a riskier investment.

Have had a lot of trouble. Lost their CEO. Have to do more research with management before investing. Have some interesting technology. Starting to look interesting.

A phenominal Canadian company with proprietory technology. Bullish on water purification. Would love to own it but too much future growth is already factored into the share price.

Has a dominant position in Canada and is expanding into the US. Management owns about 5% of the stock. Trades at a mid teen multiple. Trucking/transportation business Has been doing very well. Balance sheet is strong enough to allow them to make further acquisitions. Very attractive price.

Lost a contract with Palm last year which was a big disappointment. Has a lot of cash. Looks like it was oversold, but it is a weaker player in the wireless sector. Has a lot of competition. Until you see a more positive correction, don't buy.

Have had management problems and are now on their 3rd CEO. In the penalty box.

Doesn't have a producing asset, so not interested. Mr. Friedland has done an excellent job from an investor/relation perspective. Feels there's a lot of hype and risk in the company.

A contrarian pick. Looking at it relative to its peers in the US trades at about 10 X earnings versus a multiple in the teens. Good free cash flow yield. Made a US acquisition last year which should help them show growth this year.

Long term bulls on energy. Missed getting in on this. It has now run too far, too fast. Have to wait for some pull backs.

On their radar screen. Very bullish on the gambling sector. Well managed and management own a lot of it.

Has some interesting technology. Feels that wireless in the short term is a bit over-hyped. Would look at it on any pull-back.

A lot of debt. Prefers BCE.

Has growth potential. Making important changes.