Hasn’t been that impressed with this company over the past few years, but they have turned things around significantly. Primarily because zinc is starting to move, this company is looking much, much better. In terms of production and leverage to zinc, he thinks it is viable now, and more so than it has been in quite some time. Thinks there is going to be a shift toward more cyclical companies, and metal companies should get the benefit of that.

Doesn’t cover this, so his knowledge is not that deep. Have good dividends, good growth and a good management team. Have done some good acquisitions. The sector itself looks pretty good. Oil/gas companies, with the renewed pricing of oil, are starting to spend more. The service sector is looking good. One of those where it is a nice small company at the right time in the right sector, and gives you a dividend while you are waiting.

(A Top Pick in June 21/13. Up 95.29%.) Most of their business is in the US, but have just started moving into Ontario with a couple of acquisitions. Have done a great job with collision and glass centres in the US. Still likes this.

(A Top Pick in June 21/13. Up 21.06%.) Still likes. Stock has been a little quiet recently. Did a couple of US acquisitions, and a lot of people were excited about their potential rolling into the US. It is one of those companies where slow and steady is the name of the game. Pays a nice dividend. Up to $85 billion in assets. Earnings growth is good. A solid, long-term keeper in the asset management space.

(A Top Pick in June 21/13. Up 20.16%.) They get 10 year laundry contracts from government agencies, hospitals, prisons, etc. They build a facility, get the contract and run that through, and just take a cut of the profits along the way. Likes the long-term stability of the company. If the economy is going to roll over you want to own this company for their dividend and revenue visibility. 3.1% dividend yield.

This and a couple of other smaller companies are oil/gas engineer contractors and doing lots of work in the oil/gas sector, particularly for the LNG sector. This one is well-managed and relatively small. Valuation is pretty attractive. Growth potential is very much there. It is viewed as the company with the most LNG potential. This is one of those companies that you may have to give a 5 year timeframe to, as they are long-term projects. Every once in a while these companies lose money on a fixed price contract, which you really have to watch out for. However, he thinks this is strong enough to continue, but he also thinks this sector is ripe for acquisitions.

A great example of a management team that have spun out and done it all before. They are now picking out libraries like Teletubbies and forming timeless content for children. This is great, because there isn’t a language issue as it is very easy to dub these into other languages. The value of their library is probably higher than what people are giving them credit for. This is a 5 year timeframe, where they will build up their library and ultimately decide to sell it to big media enterprises. Good company and very well-managed.