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Markets: Gold has seasonality that is in favour. US 10-year bonds are good today. Some tech stocks are on the go although you have to wait for the kids to go back to school. He doesn’t care so much about gold as a metal but the companies. Crude: Any time it crosses $95 it usually tacks on $10 on the upside. He is positive on oil and longer term on the oil and gas stocks. Copper is trying to break out but there are not any base metal stocks that show up on his buys.

Announced a contract this morning. Works well with his current revenue model. Sold 3 weeks ago because it was under performing. He still likes it and it ranks well in his models but it has lagged on performance. Will watch when it next reports. Looking to buy it back over the next 2 to 4 weeks. He is looking for it to go up more than 5%.

Luke warm. Under performing. Dividend: 5.8%. Doesn’t own it in his income portfolio.

5.1% dividend yield. Ranks well with him. Earnings expected to decline in 2012. Then expected to improve 11% next year. He owns other oil and gas services stocks. He thinks it will go along for the ride.

Fiber demand is increasing. Is a past Canadian darling. Earnings are dramatically improving. 35% forecast earnings growth next year.

27 of 740 stocks in his database. Streamlining the company and working to get rid of solar side of business. Rather than making things that make things, they are trying to participate in the value add of the things they make. Looking at providing service rather than it being a one-time sale. He likes it. Backlogs are interesting. Good opportunity for the stock.

Isn’t formally covered in his database because no analysts cover the company. Medical examinations, especially breast exams. Alternative to mammograms. Interesting technology but no indications they have been successful in selling the technology.

Top 10% of his database. Thinks there are still very good technical analysis pictures in the space. Earnings estimate are down in the group and are bottoming. This one ranks quite well, so is a candidate for purchase.

Going to loose 3 cents in 2013 so an improvement. Sterilization in operating rooms. Back and forth with FDA and TSO3. Thinks they will get approval. 3M is a potential acquirer, once approval is achieved.

Spin out of an oil and gas company that offered a service to other customers. There is a lot of concern by street as to whether dividend is sustainable. Payback is good – one year payback. Earnings growth forecast. This is why he owns the stock. It has to rise by 4% to get the all clear for his stop loss. If it goes down below $13.50, then it is time for a re-assessment.

Most recent quarter there were no seniors that reported free cash flow. Ranks 84 in his model. He owns other stocks in category. 16.5x cash flow, which is a bit stiff. Pretty good opportunity as you look forward but not one he owns at this point.

Not in a fund but owns personally. Owns because of takeover talk. Proxy fight by investors trying to turn it around. Stock is up because it is worth at least $2.50 and maybe $3.25 on a take over and there are 3 interested buyers. Expect to have sale competed within 3 to 6 months. Challenge because of very strong CEO. Wait for AGM.

Massive deposits of clay along St. Laurence river from which they extract Alumina to send to local aluminum smelters. They have a high purity plant for aluminum, which they are experimenting with. This is for LEDs for lighting market and will dramatically reduce cost of production. It is either going to go up or blow up.

Just because someone doesn’t qualify for a loan at the bank they may be happy to loan. New immigrants. They do good due diligence on all of their loans. 15% earnings growth, 7 times PE for 2013.

It is now a combination of Valeant and Biovale, who had a very interesting tax structure that Valeant is now taking advantage of. Earnings growth 60% in 2012 and 8% in 2013. At 10.5 PE now, if it goes from $52 to $60, the PE would be 13-13.5 times. 7% free cash flow yield. Grows by acquisition. He owns in funds.