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.