DON'T BUY

The backdrop for this company is positive. Stock has run like crazy. Long-term, she feels it is still a good story, but short-term it has run a lot and there have been a whole bunch of analysts that have downgraded it. It went into the MSCI index, which created a lot of buying, which is now coming off. There is no real catalysts short term. Moving their methanol plants from South America to North America in order to gain security of energy, so this is long-term.

chemicals
TOP PICK

Global Positioning Technology. The new major theme in technological innovations is sensors. In this case, they are sensors on fleets of vehicles. Rail cars, for example, where they can tell the company how fast a railcar is going around certain corners, and how they can improve efficiencies. They can also tell whether a car is going to breach soon. This is incredibly powerful information for fleet operators. This can be trucking fleets, rental cars and they can see in real time how everything is.

electrical / electronic
TOP PICK

Content is king and this company owns a lot of 2nd tier kids animated videos. Content providers can now distribute their content to more than just TV channels. They can do Netflix, YouTube, etc. They have the bargaining power. Thinks it will, eventually, get taken out. Recently, bought the Family Channel and the Disney Channel off of Bell Canada (BCE-T) in order to satisfy the regulators.

other services
TOP PICK

Collision repair and consolidator. It is reliable because you have accidents in recessions and growth times. This company is consolidating but they also have insurance companies in their back pockets. Insurance companies actually drive business to them so that when they buy a new mom and pop collision center, they automatically increase the profitability of that shop.

other services