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Markets. It’s nice to see a bit of a recovery, but he does not trust it. He is still heavily in cash. Look for companies with lots of cash and generating free cash flow. Get back to fundamentals – bottom up. There is a lot of noise about what causes a correction, but he feels it is simply valuation. Stocks are expensive and professionals know it and that is what caused most of the selloff. He thinks people underestimate how much the market has been hurt by the oil price. It is a good time to start picking away at oil stocks.

It is disappointing. They cleaned up the management suite so he is hoping it is turning around.

They have lots of investments in financial firms such as exchanges. It trades at a big discount. The real upside is if their Indian stock exchange were to go public. They buy back every share they can.

The idea is to lend money to doctors. Patients are slow to pay. The company is risky but de-risked somewhat but a very large cash balance. He is hoping it will get traction.

There will be more consolidation in the sector. Be careful of companies with debt. If we get a recovery in the oil price you will get a lot more drilling.

Highly speculative junior mining. This one has held in quite well. The new Tesla factory for batteries is a big factor in this stock’s future. He hopes ALP-X will be a supplier.

He used to own it. At least half of their revenues come from Alberta. Sales are bound to go down there. It always had a very high payout ratio. He does not know if they might have plans to get into Ontario. 9.5% dividend yield.

(Top Pick Oct 15/14, Up 14.67%) They just announced a royalty agreement with Mr. Lube. This is transformative. There is some headwind because of Alberta exposure through a restaurant chain they have an agreement with. Management thinks the 8% dividend is safe and plan to raise it soon. He hopes they will make an acquisition before year end.

(Top Pick Oct 15/14, Down 80.43%) This has been made a colossal disaster by the CEO who has been shown the door. His guess is that they either sell the company or sell some assets. Continue to hold it to reduce your loss.

(Top Pick Oct 15/14, Up 52.13%) It is a micro cap gem. They generate lots of cash flow. They invest it in other things. They bought a bunch of wireless spectrum and flipped it, making a lot of money. 2% dividend. They paid special dividends in the past and we may see more of those.

It was a high flying stock. It is not really a health care company. They don’t spend money on R & D. They are a financial engineering firm. They raised the price on their flagship drug since they acquired it. He thinks the issue is the Clinton Tweet to lower drug prices. The market is concerned about their debt also.

One of the best big gold producers. There have been some nice trading opportunities recently in gold. There is probably going to be some M & A in the space so they can build up their reserves. They may be able to bulk up their reserves on the cheap. He does not know where gold is going.

He likes this name. They drill especially for Gas. If you are drilling where gas prices are healthy you are okay. There was some concern about a partner a month ago being bought out and that was weighing on the stock. If that clears up then it has room to run.

It is a great business. He was in it and then sold early. This is a very good, lean management team. As long as there are no fundamental problems, this is a good stock to own.

It is a higher risk, small company. They want to become the next Neilson Ratings service. They attracted smart people who know the industry. They don’t have a lot of revenue, but it is growing. Big brands are trying them out. If they like them then they will buy more of their services. They have limited cash resources and he is not sure they have enough working capital to take them to profitability.