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Expected to earn $.08 for September/16, giving a 20 PE multiple, which is probably reasonable based on their growth. They are expected to continue to grow by acquisition. Thinks there is a reasonable opportunity for the stock.

This is a ”long on promise and short on delivery” company, which is why the previous founder has been given the boot and why there is a "bun-fight" going on. They changed some of the management, and thinks they are making positive changes. Earnings are expected to grow by 29% this year. That gives you a PE multiple of 34X, which is pretty rich. Earnings growth forecasts for 2017 is 12% against a 17 PE. It currently ranks in the bottom 3^rd of his database. Thinks there will be a good opportunity over the next 1.5 years.

A lot of city construction is using this company instead of using backhoes. It consists of a high-pressure water system and a gigantic industrial vacuum mounted on a truck. It is starting to become more competitive. This company offers the advantage of being extremely disciplined in the expansion of their fleet. Earnings growth is expected to be unchanged for 2016. They have a 19 PE. ROE is roughly 23%. On a one-year basis, you will probably be happy with the results.

They basically take clay and extracts alumina from it. There is a problem with red mud which they are looking to treat at an existing location. Thinks there will be a plant built and coming into production in the middle of next year. They are currently in a round of financing. This is extremely early, early days for a new technology. If it is successful it will have great opportunities. He owns some warrants related to the stock.

Their most recent results were positive. 6 months ago they announced an agreement that Airbus will allow their customers to order the flight solution as an option, and there were significant sales for the first parts of that. They need recurring revenue from new sales. Still waiting for a pickup in Chinese sales.

The company has done extremely well. Now that the oil price has rebounded, it is not quite as positive as it was. However, there seems to be reasonable discipline within the company. Ranks in the top 15% of his database. Earnings are expected to grow quite significantly in 2016 from $1.33 to $3.60 giving a PE multiple of 3.5X. Thinks there is a pretty good opportunity for this stock over the next 12 months.

There are 2 parts to the company. The one can take a bag of plasma and extract up to 14 proteins. This methodology is a lot cheaper and you can get a lot more of the protein, compared to the existing process. Just announced a 4^th orphan drug. His expectation is that they will announce 3 more before the end of the year. Also, have a drug called PBI 4050 which attacks fibrosis, which he thinks will be quite significant. He really likes the 2 year outlook for this company.

(Market Call Minute.) Continuing to struggle. Most recent quarter was positive because of expense reductions.

(Market Call Minute.) They continue to make decent money, but are in the midst of changing their business model. He would wait for further indications that the new model will be successful.

(Market Call Minute.) Very interesting technology, but has not yet announced the expectation of large contracts for the use of their incinerators in oil/gas. Ranks poorly in his model.

A global leader in flight simulation training, both in civil aviation and defence. Also, branching out into security and healthcare. Reporting on May 26 and expecting $0.24. Has a 15.3% forecasted ROE. Large debt of $1.2 billion, but the servicing of it appears pretty good. Also, has $250 million in cash. Earnings are forecasted to grow 14% this year and 16% next. This gives a PE to growth of .96.

Internet gaming company. Earnings are expected to grow extremely significantly this year and 30% in 2016. Has a 9.5 PE multiple.

Earnings forecasts are pretty good. 4^th quarter trimming free cash flow yield of 6.7%. 40% forecasted return on equity. Earnings estimates up 26% in the last 90 days. PE multiple of 13.9X 2016 against 17% earnings growth gives a .8 PEG.

REITs. They have been a bit of a seesaw lately. As Canada bond yields started to climb, REITs were declining. However, over the last couple of days, bond yields have been settling in again. Thinks the market is having trouble believing that we are in a strong rising rate, that the economy in Canada is that strong that we need to be significantly thinking of higher rates. US REITs have been disconnecting from the different moves that have been happening to the US 10 year bond. In that case, he thinks there is more of a story of economic growth. In Canada there is a little bit less confidence, so a little more focused on the downside risk. This year has been a very strong year for REITs. In January, they were a table pounding buy and had a nice little run up. Now we are getting a bit of a breather and he would think that this is the point now where you are focusing and want to upgrade your portfolio, locking in some good yields and looking for some quality that is on sale. Ontario seems to be doing better, and Alberta is still kind of in flux. Oil has bounced up 30% from its lows, and yet the Alberta centric REITs really have not bounced back at all. He believes there is a bit of an opportunity there.

This is going to be dropped from the REIT Index in June. For some time it technically hasn’t been a REIT, but a SIFT. It has to do with how much of its income does not come directly from property, but from other services. He still loves the name; however there may be some selling coming up in June. He would Buy on any weakness.