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TSX. Had expected a bit of a correction going into the fall, but was really surprised at the volatility of the correction, how hard the market had sold off but how fast it has recovered as well. He has seen a fair bit of technical damage done. In the US, a lot of that damage was repaired, but in Canada it hasn't done quite as well. He is still monitoring a lot of indicators fairly closely. One of the huge catalysts for stocks going forward is the price of oil. A $0.01 drop of gasoline in the US is worth $1 billion in US consumer pockets. Gasoline has dropped $0.65-$0.75, so there's going to be a lot of money that consumers have that hopefully will triple its way into the economy. He's looking for solid earnings growth going forward. US and Canada have reported pretty good numbers so far this quarter. Expects the next quarter will see some pretty good earnings as well, because the consumer is going to be so strong. He is seeing a lot of opportunities across the board in Canadian companies. There is a lot of great earnings growth. We are going into the strongest seasonal period from the end of October to the end of May. On top of that, we are also moving into the strongest period of the 4 year presidential cycle. From a probability standpoint we have seen the correction, which has taken a lot of the froth out of the market, and we should now see fairly strong and a fairly good upwards markets for the next 6 months at least.

Just added more to his holdings. He is quite excited about this. There is lots of opportunity ahead. Their original technology was doing search for mobile chat. Cell phone companies have lost a lot of revenue as people have migrated away from SMS platforms towards the Chat programs. This company has a technology that allows them to monetize this through advertising, both from the cell phone companies, but also from over the top carriers. What is really exciting is their most recent announcement that they are moving into the fantasy sports market, a $3.6 billion market with an app called Breaking Sports, which basically provides real-time information on sports. It will comb through and filter all the social media sites, and provide breaking news on sports. It's superfast. Stock is super cheap at this price. Has a $17 million market cap while the Score (SCR-X) has $110 million market cap with 6 million users. With users ramping up in Sprylogics, it could have the same market cap or higher. A big wild card is that it could be taken out.

Stock has done phenomenally well. Had a bit of a pullback recently. He had previously owned this and is on his radar screen. Last quarter's earnings were a little bit of a disappointment to the street. It will eventually be a take out; it is just a matter of when. They continue to build out their library. Just announced a deal where they are going to be doing some work in China. Revenue and earnings are going to slowly catch up to all the building they have done in content. If it pulled back a little more, he would probably look at adding it to his portfolio.

Stock has been on a tear. He originally got involved because of their manufacturing businesses. They manufacture plasma from blood, for different drug companies that are used in different drugs. Sees this business continually ramping up over the next few years. Have a number of drugs that are in clinical trials, and if they get approved then the sample size of the amount of plasma they are going to need is going to expand exponentially. Sort of a lottery ticket, because they also have some technologies for orphan drugs, and that is what has really caught the market’s attention. Just issued stock and raised $25 million. Expects there will be some kind of partnership agreement, which could bring in more cash to fund their trials. Going forward, he thinks the stock goes significantly higher. If you own, consider taking some profits and trade the stock. He likes it at the $1.90 level.

Not a lot has changed except for the share price. They are mostly focused in construction, and if anything, skewed towards the natural gas side of things rather than oil. Have been dragged down with the price of oil, and probably unfairly. Recently had good revenue numbers. A few days of slowdown because of weather. From what he can gather, they are still firing on all cylinders as far as revenues go. That will really drive the earnings numbers. The big wild card is the Site C dam. If it is a positive, this company could get a little or a lot of work depending on if the bid is accepted. Also, there are a lot of LNG projects.

Very well run. A very sustainable payout ratio, even at these prices. Thinks their payout ratio and dividend are safe. With the wind coming out of the entire energy sector, the price has been hurt. If oil turned around and moved back up, the stock would normally be a Buy. He has turned back his exposure in energy. Probably has one of the lower energy weightings in his portfolio than what he has had in some time. If he saw some wind behind energy, this one would be on his radar.

Always has his eye on this because of its size and domination in the heavy oil market. Has been punished a little more than some of the other names. He would want to see it basing from a technical standpoint before he looked at it, as well as some revision in their numbers. Probably won't see that until the CRA issue is resolved.

(A Top Pick Jan 15/14. Up 12.36%.) Still likes. Continue to have nice earnings reports. Just announced a baggage fee, which drops money to the bottom line. Have a lot of positive things working in their favour.

(A Top Pick Jan 15/14. Down 45.84%.) Still likes. The market put them in the penalty box. He started to see things break down from a technical standpoint in early February. Sold his stock at the $28 level and ended up making money. Past quarter was quite good and the stock had a big one-day move. He wants to see it follow through with another quarter of good numbers.

(A Top Pick Jan 15/14. Down 0.46%.) Sold his holdings in the $5.20 region. Story hasn't really changed much, it's just the dynamics of the industry and that the wind was starting to go in their face, and not at their backs. Great management and great production and are continuing to grow their base. If there was a correction in the price of oil, he would certainly go back into this again.

With everything that is happening in the energy sector right now, he has taken a bit of a backseat and doesn't have a lot of energy exposure. Certainly a great company and a great management team. If he started to see oil prices stabilize, so that he would know where capital budgets were going to be for exploration companies, it would be a great point to enter back into this company.

Still likes this company. Thinks they are suffering from not having a lot of news out. Had a quarter that was great, but going into the next 6 months, we are going to see a lot of news come out for this company. They have their ramp-up with LG. Those LG TVs with the Sensio 3-D apps are just being released into the market right now. It is going to be a big Christmas promotion that LG puts on. This means their 3-D app gets utilized and will get a lot more users. Those users drive their revenue and cash flow.

A supply services company associated with the oil/gas business. Recent quarter was a bit of a disappointment to the street and the stock dropped back. Probably in the penalty box until 1) the wind is at their back from a sector standpoint and 2) they post a quarter that surprises the street, or at least meet its expectations. He prefers Petrowest (PRW-T).

A really interesting company. The team came over from Manitok (MEI-X). They have a specialty in drilling foothills oil and gas that really no one else has a lot of technical expertise in. Probably finding pools that are sitting there and have never been discovered before. The current environment with the price of oil probably works to their benefit, because they are able to go out and accumulate properties, when nobody else wants them, and probably get fairly good prices for them. Fairly early with the story. Will probably be an exciting story over the next 3-5 years. If you have that kind of time horizon, this will be a great stock.

Has watched this. A really interesting streaming business. We typically see streaming companies in the energy or mining. This is in agricultural and they stream with canola. What he likes is that they are going to have great cash flow, but they are going to have to build out that base. Still a fairly new company. If you have a longer time frame, this is one you could look at. Doesn't screen super well in his process for earnings, but thinks it's just a matter of time.