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Uranium grades are kind of through the roof. Every time they come out with new drill results, the numbers just keep getting better and better. There is lots of speculation that it will get taken out at some time. It seems a little expensive to him. Without them actually being in production, and without a lot of outlook on the future of any earnings or cash flow, he has stayed away from this. As a speculative play, this is one you probably want to trade around. As they come out with great numbers you would probably Sell some stock, and on a pullback you would probably Buy some. Always hold a core position, because if they do get taken out, you can take advantage of that.

Had owned this in varying degrees, because it tends to be fairly volatile. Was originally attracted by their filtering technology, and have so much more efficiency and can drive so many more things out of that same litre of plasma than other technologies can. As an offshoot, they can drive many different layers out of that, they then would be able to develop some of these small molecules that they have had a lot of success with in very early clinical trials. Has a tremendous amount of runway. They are going to go through a process of having to raise more money to go through trials. Recently raised $60 million, and the stock has kind of languished while the market digests that. Expects it will end up being one of the marquee stories of biotech drug development in Canada over the next 5-10 years. In the meantime, it will be very volatile. Hold a core position and trade around it.

Has owned this in the past. Watching it closely. Announced they are going to spin the company into 2 different parts. When that happens, you typically see a fair degree of shareholder value created. Once they spin out the 2 different divisions, you will probably see the sum of the parts being greater than what it is right now. Longer-term there is lots of room for them to grow the different sides of their businesses. Can see it being higher in 5 years than what it is now.

Has owned this in the past. Management continues to believe they can continue to pay the dividend yield of almost 12%. Payout ratio is very high, and the market doesn’t believe they are going to be able to continue to pay the 12%. This business is fairly tough and becoming more difficult all the time. It seems the company has been able to steady their numbers in the last couple of quarters. They’ll probably end up engineering the company so that it moves in a direction similar to something like what Davis Henderson (DH-T) did. At some point, they won’t be just ATMs, but will be in other areas as well. He would be fairly cautious on adding to your holdings.

He considers this to be under the radar a little, and yet they have done a phenomenal job of building their technology and are now really starting to sell it, giving a ramp up in their revenue. He is waiting and has it on his radar to potentially Buy on a pullback.

(Market Call Minute.) Longer-term this is a Buy because of their Wind Mobile acquisition, but shorter term it will probably just trade back and forth as they exchange customers.

(Market Call Minute.) Probably one that if you hold long term, you will probably do well. Have had a tough time lately with same-store sales numbers out of the restaurant chain, but Mr. Lube has done really well. Expects they will probably make more acquisitions as time goes by.

(Market Call Minute.) Has demographics in their favour, so they’ll continue to grow. Have had nice numbers in the recent past, and will probably continue to make acquisitions, and the stock will go higher. Also, pays a bit of a yield.

(Market Call Minute.) This will certainly grow over time, but right now has run into the same situation that has been seen with Windpact, i.e., it was really the market darling last year with investors rotating out of that space when earnings kind of flattened. If you don’t own it, you could be looking at it here.

Building a gold mine in Colombia. There has been a lot of move into gold mining stocks this year, and this is one that kind of flies under the radar. There is no analysts’ coverage yet. They are just finishing up the build of the mine, and hope to be pouring their gold later on this year. There is lots of upside from both an exploration standpoint and a re-rating once they get to the production stage. Trading fairly cheap here. Electricity is fairly cheap, which should keep their mining costs down. Also, the Colombian peso is very cheap.

This company just continues to deliver on their numbers. Management is so confident in their business that they just bumped the dividend last week by 35%. Acquired MCI Motor Coach last year and there are lots of synergies as well as lots of higher margin business that they can do in the parts area, a much more profitable area than building buses.

A mattress retailer. What Dollarama (DOL-T) has done over the last 10 years, he feels this company is going to do over the next 10 years. They are going to continue to expand geographically. Currently they serve about 1 store for 180,000 people, and he thinks that is going to be down to the 150,000 level, so they’ll have more stores out there. They are also expanding their business to sell not just mattresses, but a lot of accessories like fancy expensive pillows, giving them a much higher margin.

Markets. The Canadian market hit a 6 month high for a nanosecond this morning, but the US market is following the typical track of what happens during a US presidential election year. In the early part of a presidential cycle, the markets do not like it for a couple of months. By the end of May, it hits a fairly important low. After that the markets go higher right through until around September. This is followed by a drop, through until election Day, and then the markets move nicely higher. The Canadian market is still in a period of seasonal strength, which is until June 5 on average. Following that it technically goes into a flat line until around August/September and then down until the middle of October. Typically, as you get to US election Day, November 9, both Canadian and US markets move significantly higher right through until the end of the year.

Seasonally the stock has a tendency to move very well like most REITs, from March through until about October. Technically it is currently in an uptrend and is outperforming the market.

This went through a difficult time in 2014-2015, and technically went into a downward trend. Currently it is forming a bit of a base. Seasonally the stock has a history of moving higher from late January through to the beginning of May of each year. The problem is that this stock has double seasonality. After May the stock tends to go down. We have passed the period of seasonality, so now is the time to take some profits.