Room for more than one player in the market. Been in the penalty box for better than 2 years. Still producing tremendous earnings and revenue growth. Trading at 8X next year's earnings. Blackberry Messenger (BBM) has been a huge win for them in keeping their customer base and expanding into the consumer market.

Mining equipment (Both underground and surface mining.) Big China play. 35% of revenues come out of global coal mining. China has enough coal generated electricity plants planned that equals total amount of currently established coal plants in the US. 14X earnings.

Reported earnings beat estimates by $1 a share. Expects to see earnings estimates going up for 2011. Getting $2.5 billion of annualized revenues out of the non-search display market.

(A Top Pick Oct 21/09. Up 47%.) Still a very cheap stock. Reporting earnings Monday and he expects them to blow the numbers away. Short-term target of $325.

(A Top Pick Oct 21/09. Down 4%.) Didn't go as expected despite an increase in earnings year-over-year. Great global presence. Cheap at 13X earnings and looking at 17%-20% earnings growth down the road. Still a Buy.

(A Top Pick Oct 21/09. Down 10%.) Ontario legislation on generic drugs took the wind out of this one. Managed to fight its way back off the lows. Will probably be dead money for a bit longer. Still a Hold.

Caller looking to get out of this and into Inter Pipeline (IPL.UN-T) or Pembina Pipeline (PPL-T). Not a bad strategy but prefers Inter Pipeline of the two. 5% yield was great. 4% is OK but thinks capital appreciation will be limited.