Have had great success in innovating and coming up with new leading edge products. $26 a share net cash on the balance sheet and trades at about 17X earnings. The time to buy this stock would be on a pull back in the market.

A way to get exposure to agricultural sector. Longer-term, a great play. Currently space is quite heated up so some stocks have had a decent run so wait for a pullback.

Newspapers in decline but this one has a community-based newspaper (versus a national) as well as Harlequin romance novels in the US. Selling their stake in CTV Globemedia, which will lead to a significant cash infusion that is worth over $4 a share.

Private equities. All the insiders have fairly large positions, which he likes. Misunderstood, under followed opportunity. NAV are (primarily casino/gaming assets) is basically at BV of about $18 a share.

Aeroplan is one of the leading loyalty programs globally. In a growth phase. Have some expansion opportunities. 4% dividend and generates a lot of free cash flow.

(A Top Pick Oct 8/09. Up 18.41%.) Still likes.

Have a great deal of earnings sensitivity to equities and credit markets. A 10% move on equity market has a 30% impact on their earnings. Doesn't like investing in situations like this.