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.