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Markets. He is looking at the earnings of each company, but as long as the earnings are coming through he is willing to keep holding them. You have to be stock selective. Cap-X has been going up. Companies don’t feel the need to keep the money on the balance sheet so much now. He sees attractive companies in all sectors. There is no overweight in any one sector.

Thought it would do well a year ago. What happens now is there was a fight with Difference Capital and the management team bought a royalty on a restaurant chain out west. They placed 11 million shares and he thinks they will do very well. There was a lot of demand for the shares. They have a 10% yield, the stock is halted right now but when it is released it should do well.

Was a Top Pick a year and a half ago. He still likes the story. No analyst coverage and at some point there will be. Not afraid to buy it at these prices. HR Management.

The numbers seem to be very good and they took a lot of market share from others.

They came in with earnings that were higher than expected. They don’t have any litigation costs at present so are going higher. But he feels it is a momentum move and should be a growth play. It should be flat for now.

Likes the story. When they did financing he was the lead order. Over the next couple of years you will see production growth. He has been adding to his position.

Would continue to hold it.

It has been weak so he has been adding to the position. A bit of a micro cap. Great balance sheet. Trades at a low multiple with a low market cap.

Was a favorite name at his previous employer. They continue to come through with higher production and lower production costs. It is rather illiquid for him with the fund he is running.

There was an executive proxy battle. He does not see how the earnings will now accelerate. It will take a while to ramp up again.

(Top Pick July 11/13, Down 24.17%) They still have an opportunity to come through. They missed on a couple of quarters.

(Top Pick July 11/13, Up 116.26%) Started buying when he moved to AGF. They did a big financing and people participated. He really likes the story, A lot of news coming out over the next 4-5 weeks. A lot of catalysts in the next 6 months.

Down 15% or so today. This will not go to zero. If you made money on a short like this, then take the money and run.

He has been disappointed. It is fairly cheap and they have some good growth longer term. Don’t sell; new people have to move into the story. He would like to see it trade sideways for a while.

Looking to make acquisitions. They are all competing on acquisitions.