World's largest supplier of flash memory data storage products. Cards for mobile phones, digital cameras, camcorders, new tablets, etc. More than 2 dozen companies coming out with new tablet form products and they will benefit. 6 consecutive quarters of positive earnings surprises. Trading at only 9X forward earnings.

Asian exposure is greater than what the name implies. Another way of playing the emerging markets specifically Malaysia, China, Singapore, etc. Revenues from US are 25% but in future will be closer to 15%.

(A Top Pick Sept 17/09. Up 80%.) Still buying for his newer clients. Very solid product line-up. Quality controls are better than a lot of other domestic companies. 6 consecutive quarters of earnings surprises. Trading at 6.5X forward PE.

(A Top Pick Sept 17/09. Down 27%.) Got Stopped out at $31 for loss of 15%. Computer hard drive manufacturer.

(A Top Pick Sept 17/09. Up 4%.) S&P global technology ETF. Has started to do quite well in the last couple of months. Still likes it.

Great dividend. Chart continues to look very strong being above the 50 day and 200 day moving averages. Expects decent growth. Convergence with Globe media makes a lot of sense.

S&P/TSX Capped REIT ETF. Very attractive yield of 5.25%. Has been a bit overbought. Would prefer it at $13, which is closer to the 50 day moving average.