TOP PICK
Infrastructure. Have great contract momentum on the oil sands side. Also benefiting from the demand for infrastructure on utility side. Margins are expanding.
TOP PICK
Healthcare information technology. Not a cyclical business. Good underlying growth. They can sell into their customer base to offer value added to decrease costs.
TOP PICK
Channelling of broadband products by prioritizing data so networks don't get bogged down. Dominating the marketplace. Looking for them to get into the DSL space.
BUY
Has been very volatile with respect to the political situation. Long-term, they will probably be taken out. Drill results look very positive.
COMMENT
Prefers Wi-Lan (WIN-T), which has a better outlook. There are a lot of positive changes going on in the company. Very good patent portfolio.
BUY
Has started to trade at a premium multiple because its execution has been so strong. Expect it will continue to generate good cash flow and they'll strong dividends.
COMMENT
Doesn't really follow this one, but believes it's in the middle of a takeover. Not very heavily weighted on the trusts it in general.
BUY
Has a bullish outlook on gold. Gold stocks have under performed the commodity itself. Generally, August, September tends to be positive for gold stocks.
COMMENT
Zinc play. Found better opportunities for higher growth. The profile is not for very high growth and production. Great quality company.
BUY
Zinc play in Mexico. Very high grade. Good growth profile. Not producing but targeted to start in July 2008.
DON'T BUY
Has been a strong consolidator in the software industry. Most of their growth has come through acquisition. Finds these situations to be a bit higher risk. Prefers organic growth.
BUY
A knockoff of Lego. Acquired Roseart about 2 years ago. Company was sued on the death of a child. Got involved and a recall situation. Most of the problems are behind them. Stock trades for a much cheaper multiple than comparable companies.
DON'T BUY
Doesn't see the growth potential. Prefers Canadian Western (CWB-T), because of the Western focus.
BUY
Likes the growth outlook in Alberta and B.C. More commercially based type loans.
BUY
Moving to the digital advertising models in the movies, which gives them huge margins.