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This makes components for satellites. The real interesting part is that they make little mini satellites, which are used to keep track of ships. The overall background for the market is quite interesting because there are a lot of companies that are expected to release a ton of satellites in the next 5-10 years. This would be a good tuck-in for many large US companies. Currently trading at 19X forecasted earnings, which are expected to be $0.27. In the near term the latest earnings were a disappointment and were down 57% year-over-year. You are basically buying this for a possible acquisition. He thinks it should sell at about $6.

This is one of a series of companies that was basically acquiring drugs from large pharma companies. There seemed to be a lot of companies doing the same thing. Earnings estimates have been shaved by 15% in the last 90 days. However, earnings are expected to grow from $0.03 to $0.06, but you still have a 30X price earnings multiple, and as a result, people are kind of wondering if it is going to be able to be achieved. If they can continue to grow by acquisition, they should do well, but there are other companies that are starting up that seem to be in the same business. This makes for tough competition in a soft auction process.

Makes crystals that are used to find little particles. The main application that people are excited about is for the CERN in Switzerland. CERN also has a PET medical scanner division doing research, because the physics that are similar in a PET medical scanner are very similar to what is going on in the CERN doughnut. This company is now making a new and improved detector, so that instead of getting $1 worth of sales for the crystals, you get an extra dollars worth of sales from the detectors.

The stock is down 60% since Jan 2014. Despite the controversy, this company is making money. For a tech company to have a 5.6% free cash flow yield, it is a big deal. 9.2% ROA, which is an A+ category. $95 million worth of cash. On a trailing basis of 15X PE against 25% earnings growth gives you a 6% PEG. In 2016, earnings are forecasted to grow 42% giving a 12.6X PE and a PE to growth of .3 times.

$3.9 billion market cap with $280 million in cash. Pays a 2% dividend. Has a 3% free cash flow yield and 13% ROE. Trading at 9.5X EBITDA. Has a year over year EBITDA growth of 13%. A sleep at night stock. Earnings growth is expected to be 13% this year and next. Just announced $300 million in new contracts on the flight simulation side.

$133 million market cap and $48 million in cash. For a tech company to have a 2% free cash flow yield, it is a good thing. They make a TV browser which is based on HTML5. 2 years ago they announced a multimillion dollar multiyear contract with an unnamed tier 1 cable operator in North America. This will be used for set-top boxes as well as tablets and cell phones. The rumour is that it is Rogers. The product is expected to be launched between now and the end of the year.

Gold. Since 2011 it has broken above its 200 day moving average 6 times. This is all about debts, debts that are not payable. He sees US today as Britain was in the 30s. All of Britain’s gold transferred to the US, and once that occurred, the debts of the US were re-valued against the dollar and gold all at once, and cleaned up the US balance sheets. China today is in exactly the same situation. Looking at how much gold has been accumulated through the Shanghai exchange and different sources, it is up to about 11,000 tons. China is suffering from debt, but they have a lot of equity. Geopolitically there are a lot of issues. Is China going to be willing to put up with what is going on in the Red China Sea? The Achilles heel of the US is that they can borrow all this money at low rates because they are the currency reserve. He who controls the gold controls the money. We are now pretty well at a critical point with regards to the price of gold and what is happening with low cost producers. At $1500 gold everybody will be making money. The difference is that a lot of them will take 1.5-2 years to bring their mines back up and running again.

He likes this company, but is not willing to start buying just yet. He makes a big distinction between base metals and monetary metals. Global economy is slowing down, but he doesn’t know how bad it is going to be. Feels the market is overvalued in relation to economic reality. This will be one of the 1^st companies he goes to when it’s time to start buying.

Still likes this, but is not adding to his position. He likes the dividend. He is waiting to see how much of a correction we are going to get. If we get a correction in the fall, pension funds are going to have to Sell.

His company has this as a Sector Perform with a $5.25 target. He feels quite comfortable with this as an income payer. He wonders though if pension funds have to sell, will this be selling. A good income play and he would recommend it. Dividend yield of 7%.

They now have over $1 billion in terms of the value of the gold on hand. You are buying physical gold that this company is storing for you. They are also growing globally. Thinks the growth rate is going to be quite fast. He is interested both in the stock and what they are doing.

Fundamentally he loves the pipelines. They are monopolies that just can’t be outdone. He loves the Green people that want to stop them, because it means the ones that are already there are just building up their monopolies. Sold all his holdings in July. This is a great company and well-managed. His company has this as a Sector Outperform with a $27 target on it.

Suncor (SU-T) has made an offer and he doesn’t think there will be another offer made. At some point we will start to get consolidation and this one makes sense for Suncor. His focus is on companies that can grow their earnings through drilling better and better properties. (See Top Picks.)

(A Top Pick Nov 12/14. Up 34.59%.) This is still the core of his gold position. Great management. They keep growing their reserves of their properties.

(A Top Pick Nov 12/14. Down 39.96%.) A yield of almost 20%, but they don’t have to cut it. Have great hedges right through until year end with more coming the year after. This is a royalty play, not a producer. The lifeline of all their wells is long term, not fracing. He is currently adding to this because of the dividend. Anywhere between $5.70 and $6.20 is good value.