One of the top rated junior companies. Doubts if it will become a trust. Limited upside.

Use as a tax loss.

A spinoff from the National Research Council. Speculative. Likes it but hasn't done well. Doesn't know where it's going.

Environment for software companies has been dreadful but things are starting to turn. Basic business is atrophying so are trying to take on new licenses. Believers.

One of his favourite income trusts.

Not a fan of management. Dividend may have to be cut.

Likes it, but the market doesn't. Would probably switch into Peyto, Focus, Acclaim or Shining Bank.