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Markets. People were looking for a reason for the market to continue because it had been strong. They are moving into the large cap because of more liquidity. Then it is trickling down the small caps. After a big run up like we have had it could be volatile over the next year. Watch that your picks don’t have a big PE. He is bottom up and finds there is good value is some technology companies. Dollar came down and so some lumber companies moved up.

He took quite a bit of his position off of the name. They lost some litigation and there is some momentum out of the stock. There are better places to put your money. You are getting a good yield, though.

If you continue to come out with good earnings then people will continue to pay you a good multiple. You should take some money off the table if you have had a good run but keep it as a core position. 5 or 6% in a stock is where you take some off the table. $8 is fully valued.

Has been an orphan. He has a small position. He likes the story. They got a bit ahead of themselves with the housing crash. They are not getting some traction. Seeing revenues and earnings coming up. Expects them to initiate a dividend fairly soon, over the next couple of quarters. Quite a bit of upside left in this stock.

Likes this story. Hydro vac systems. Growing rapidly. He wants to see their margin increase. Top line has increased but it has not fallen to the bottom line. He exited. He was disappointed in the last two quarters.

Came out with a weak quarter and then a better one. English as a second language. They are getting into dormitories for foreign students. High margin / high profile. Expects earnings to keep increasing. This is a reasonable entry point. An underfollowed story.

They had some debt issues and production was not increasing as much as people expected. There are better places to put your money. Doesn`t know if he would be selling right here.

He owns names in Columbia already. This one has done well. Came up with a fairly good discovery. Likes the story and there should be quite a bit of upside. Cash flows should be increasing over the next number of quarters and there is some upside in expiration also.

(Top Pick Dec 27/12, Down 13.98%) 16.25% dividend. He was afraid it would get cut. Huge play on Nigerian oil. They had some problems in terms of the pipeline. It is still up in the air if the theft from the pipeline may cause a drop in the dividend.

(Top Pick Dec 27/12, Down 32.43%) The sector has come down. People decided they don’t want to be in this space. As long as operations come through you are okay holding it. Cash flows are very good and you could see an uptick on this

(Top Pick Dec 27/12, Up 35.20%) He took a little of the table because it was 7% of his fund. There were a lot of US guys that shorted but they didn’t have a good understanding of this company. 10 times earnings. Not sure why it is less than the banks. Earnings are growing so you are going to get a higher stock price.

Where there is smoke there is fire. He would be more likely to sell than to buy because you don’t know the extent of it. If there is an accounting issue, then stay away from it. Does not know the strategy to get back in if you sell.

Does a lot of digital for sports. Allows you to watch sports on your iPad for example. He always thought the valuation was a little high. It is not one for him, although he thinks they are on the right track.

The last quarter being well below consensus with a high multiple worries him,

Has been a very good story. He took his money off the table too early. The long term outlook for them in BC is quite strong. Management lets the numbers do the talking. Expects more analysts as the market cap increase. Thinks the stock will continue to move up.