Equipment provider for cell phone manufacturers. Smart phone penetration is only 20% and will double in the next couple of years. Telcos are going to have to spend a fortune on equipment and this is one of the main providers. Has $7 net cash. Worth $25 today and $30 in a year.

China is showing that things are still recovering. Good copper prices at over $3.40 so they are making a ton of cash. Earnings this year should be in the $7 range and possibly higher next year when they get the new mine up. Spain is finally online. Fabulous asset in Panama that could be a game changer. Expecting a double in the next 2-3 years.

His 3rd favourite Canadian bank after National (NA-T) and Bank of Nova Scotia (BNS-T). Looks quite attractive. Good results in retail, commercial and lending. Expects earnings will increase from here. Cheapest of the big 5. Has a $65 target and a dividend increase. 3.8% yield.

Water utility for 25 million people in São Paulo, one of the fastest growing cities globally. Trading at 6X earnings. 5% yield. Brazil's GDP is on fire and will be hosting the Olympics and the World Cup so it will grow by leaps and bounds.

Low-cost producer of methanol. China has 30 million cars for 1.3 billion people and is the fastest-growing carmaker globally. China subsidizes gasoline and is a high cost producer of methanol. Expects more and more methanol will be used.

(A Top Pick Nov 10/09. Up 36.74%.) Real estate holding company and real estate has done really well

(A Top Pick Nov 10/09. Down 22.98%.) Can't believe how poorly this company has done. Great buying opportunity.