(Top Pick Jul 16/13, Up 103.69%) It is only now starting to get on the radar screen of smaller institutions. Still thinks it is inexpensive and growth prospects are good going forward. Sees significant earnings growth.

(Top Pick Jul 16/13, Down 0.99%) In this business if you get it right 2 or 3 times you are doing well. He got out. It was the most leveraged play on the US housing. No one covers it. It didn’t pan out.

Likes it. A play on pipeline construction. Pipeline related tunneling. Another business of theirs competes with BAD-T. Have been a consolidator for the last couple of years and now he is hoping they will deliver. E-T is extremely cheap in terms of next year’s earnings.

9.5% dividend is not a red flag. He knows the company well. They have the potential to up the dividend, but realize it would be a red flag over 10%. They keep acquiring hotels. Adjusted funds from operations suggest it is very cheap. He wishes they would slow down their rate of acquisitions.

Rents out water heaters. There is an open offer to buy the shares and take them private. They just bought Direct Energy. Thinks it will be accretive. Thinks they will start to get attention.

Consolidator within the health care space. Can cross sell within their space. An interesting play.

Tough to find an attractive entry point. Organic growth as well as tuck in acquisitions. Thinks eventually it could get taken out.