The whole industry still suffers from over capacity. Main challenges are from Mexico. Ranks #253, middle of the pack, and earnings have not changed in the last 90 days. Earnings are expected to from $0.23 to $0.47.

Strong Cdn$ continues to be a pain. Earnings estimates have been shaved by 13% over the last 90 days. October year-end earnings are expected to go from $0.17 to $0.35. Overall the stock looks cheap but still a bit early. Market for satellites should continue strong.

(A Top Pick Feb 28/07.) Currently dropped to less than 10%.

(A Top Pick Feb 28/07. Up 53.5%.) Was a fallen angel stock and there is still pretty good opportunity. Expecting the FedEx contract for GPS to still come through.

Manufacture neodymium for high intensity magnets. Used for automobile power seats, power doors, etc. There is a question as to whether they are actually going to make their numbers this quarter as some customers may have been pre-buying. But their largest customer is expected to have strong sales. Ranks #23.

Stable and pays a dividend. Forecast for Sept 08 is to go from $1.08 to $1.13, a slow 4%. 12 P/E is attractive, but unfortunately the 4% earnings growth is not exciting. Ranks #161 but he is more interested in growth.

Sold his holdings prior to the earnings because of a rumour they were going to lose a contract with AT&T. Got a contract with a new USB device, which should do quite well. Ranks #83 in the database. Things should continue to accelerate for them.