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Markets. A lot of companies in the resource sector have had to cut costs and now you are seeing more in the small cap resource sector. The small caps have underperformed for so long you could expect to see, from history, performances of 100-200 percent. If you see outperformance in the small caps for the remainder of the year then you will see more money move to small caps. You may see some IPOs in the small cap sector later this year.

Revenues and market cap around $15 million. They will be a beneficiary to the infrastructure build here in Canada. It looks interesting here and he thinks they signed some contracts here.

Has been a good performer, possible the best IPO in the last couple of years. He took some money off the table at $50 and then added back to it when it fell. It is not cheap, but he thinks they will grow into it. He thinks larger cap managers will start to look at it.

He has a small position. They have been lucky in terms of their earnings. A pristine balance sheet. He thinks the market has been quite volatile for them and the visibility is not what it once was. The right time to buy this company is when they miss a quarter because their contract signing is rather lumpy.

Keep riding the wave. They just reported blow away numbers. Every time he tries to buy it he cannot because he is such a big fund. They continue to come out with good earnings and have some properties where they can crystallize some value. He would definitely hold this name for individuals. There is not much liquidity to this name.

He has not followed it closely over the last year or so, but his previous employer has gone into it big. The grades are getting better. He likes this story. The Canadian dollar is a bit of a headwind compared to before. He holds other names.

He has never been a fan because of no revenue nor earnings. It is a highly competitive market. He would not invest in it. It is hard to value it when there is no earnings.

(Top Pick Jun 19/15, up 26.29%) Came out with earnings yesterday, but the stock is down 5% today. There is weakness expected in Q2/Q3 this year. There are few ways to play this. People are looking for alternative sources for protein. Quinoa and Chickpeas. This is just a bump in the road.

(Top Pick Jun 19/15, Down 9.00%) They have done a good job. They don’t need to raise prices. 9 times earnings. They are probably looking for acquisitions. The balance sheet looks good. A premier small cap name so he continues to hold it.

(Top Pick Jun 19/15, Down 37.51%) It has come down over the last week. Earnings came out and they were fairly strong, but said they are worried about visibility over the next few quarters. He exited. The growth is probably out of it. Now is not the time to sell it. He thinks they will get back on the path of growth.

Columbian player. He bought in ‘08/’09. It has come down and now he does not own it. Mostly gas in Columbia and they have fixed pricing for it. Their production will ramp up quite a bit in the next year or two. The management team has been put into the penalty box for missing over the last few years. He likes Columbian oil players.

He met them a couple of times and does not like the story. There are a few other royalty plays. They talked about how much diligence they did, but they said one of their projects was a fraud. The stock has come off quite a bit a couple of weeks ago when they missed their earrings.

They don’t have their own retail stores. There are a number in this sector and this is not the one in the sector he went with. They are not the lowest cost producer. They had problems when they were called ‘tweed’. It will be a growing business. The growth there is going to take longer than people expected.

It is a gas play. His in house analyst really likes it. It is doing well. Most are not. PPY-T has a large play where if gas prices come back they will do well. It is one of the better natural gas play in Canada.

It has been a bit of a disaster. He liked it and owns a little bit. Production numbers are not as strong as people would have liked. He is not sure if they will get taken out. They are up for sale and there are activist investors in there. Don’t buy, but don’t rush to sell here.