Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Peter Hodson commented about whether BB.TO, K.TO, CTQ.TO, GLW-T(Dead), LGO.TO, CYM.V, BXE.TO, MB.TO, OSK.TO, WTN.TO, AEM.TO, SIO.V, CLM.TO, OTEX.TO, VNX.TO, MU, DRWI-T Dead) are stocks to buy or sell.

TOP PICK
Telecom provider for backhauls. Clearwater is one of their biggest customers in this customer provided about 800% growth in the last quarter. Trading at about 12X earnings and have $100 million in cash with no debt.
TOP PICK
Market cap of $7 billion, have almost $2 billion in cash and they cash flow almost $400 million a quarter and trading at only 9X earnings.
PAST TOP PICK
(A Top Pick Feb 12/09. Down 8.42%.) Acquired and he sold out on the first bid of $10 so had a gain of 25.6%.
TOP PICK
Have $250 million+ in cash and growing at 47% a year. Just destroyed their guidance. Trading at only 11X earnings. Licensing revenue is strong.
COMMENT
Small caps. You don't need to own these right now, as a lot of the large caps are just as cheap. Have been through the problems and generated earnings and cash flow and have lots of cash and are very cheap.
DON'T BUY
Likes the company but it's one of those that if you are wrong on global recovery, it will be impacted quite severely.
DON'T BUY
Compression technology, which allows 3-D transmissions to be sent on 2-D television. Rio-D (?) started making a lot of noise claiming they had the technology, which concerned the market. Traction is great but they have to build in the revenues.
SELL
Very expensive compared to some of the other companies that are producing. There are better ones to choose from.
COMMENT
A little bit suspicious as when the stock was above $9-$10, they had 2 approaches to take the company over and it went way down and is now recovering. Not his preferred coal stock. Solid operations and decent balance sheet but it still doesn't continue on an upsurge, it's not going to go anywhere.
BUY
Thinks this one will be taken over. Building a mine in Quebec that Goldcorp (G-T) took a position in for 13%. Mine is progressing well.
WATCH
Toy company that had great success made an acquisition and went bankrupt. Did a massive share issue to recapitalize. At least now they're going to survive. Good company, good products. Very speculative.
COMMENT
US$ and Gold? Right now it is popular to bet against the US$. But it's the only place to go when you are scared. Over 5-10 years, the structure of the US the dollar will continue to go down. Short term it will bounce all over the place.
BUY
New management team got the company involved in some of the hot areas in western Canada. Exceeded production guidance and upped it. There has been a takeover in the space that makes them look very cheap on a relative basis. Doing everything right.
DON'T BUY
Metal foam technology. Have an application where they can put it into armoured vehicles for blast disbursement. Also have some small deals on the architectural side. In this environment he doesn't think people will be paying a whole lot of attention to it.
DON'T BUY
Had a great vanadium deposit and believed they could make $1 a share once they were up and running. Didn't work out and they did some dilutive financing and he sold his position. Has had a good recovery again but you need global growth.