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One of the better managed lumber companies. The difference between this and some of the big guys is that they have markets in the Far East as well as Canada and the US. However, the slowdown in the Chinese market has hurt them a little, but they are continuing to work on improving their cost structure and getting better. One of the better names.

This has had a great run. He sold his holdings too early. They have good positioning in the Canadian construction market. However, it is currently fully valued. Well-run company for the long-term, but wouldn’t necessarily buy it today.

This would be a screaming buy if you believed oil prices are going to be $60, $70 or $80. Their production is levered to heavy oil, which means they get a discount from the headline oil prices. Reasonably well run and has good assets. This would be a binary call in that you either like the oil price for the leverage or you think oil prices will be lower.

This has been sort of left in the dust by Android and IOS phones. It looks like they will stop making physical phones in the next couple of years as the market keeps getting smaller and smaller. However, John Chen has done a good job increasing the software and service revenue, which is where they want to be eventually. At some point the company will be turned around and sold at a good price. There will be more bumps before that happens.

This is a dominant in the fitness tracking business, and they have good market share along with good products. The question is, what does a market really want. Meanwhile they are trying to roll out new products to compete with Apple’s watch. Spending a lot of money on product development. By the 2^nd half of this year, it will probably be clearer as to whether they are successful and what the market wants.

This had 2 outbreaks, one on top of the other. The issue is, can they gain back consumers’ trust. You go there because it’s cool and very healthy, as compared to others. They have a long way to climb back. If they can do that, this would be a screaming buy.

Markets specialty food products such as lentils, etc. This is gaining popularity, and Canada is able to grow a lot of it. They are really getting into the food ingredient business where they process them and put them into pastas, etc., where they get a lot more margins. They’ve been successful over the past few years. A good company. Somewhat volatile because of good and bad harvests. A well-managed company.

This is a slow growth, low interest rate environment. Interest rates may go up a little bit, which will help the banks. Trading at a cheap multiple, but it needs to see some catalysts to get earnings growing. Hopefully higher interest rates will be it. A reasonable company to own, but they do need a bit of a kick.

Bus manufacturer and have done a good job lowering costs and consolidating their business. Just got into the highway coach bus business. They have an ambitious target to increase their margins and to continue growth. Leverage is still high, but the stock has done very well.

Did a reverse takeover of one of the biggest online gaming companies. With that they took on some baggage of legal troubles of the past company. There were also some headline issues of insider trading allegations by the Québec financial authorities. The business has good value. He would be a little leery until you see that management is focused and has its attention on running the company, rather than fighting other things. He is on the fence on this, but is a little concerned.

One of the preeminent sportswear companies. They have very high market share, but also have a lot of competition. Haven’t demonstrated that they are necessarily able to get into a space like yoga wear successfully and become one of the well-known brands. Feels that over the medium and long term they will do well. This is something you want to accumulate over time on pullbacks.

They have proprietary 3-D design software. Customers tell them what they want, and are shown a 3-D simulation of what it is going to look like. Instantaneously it gets priced, sent to a factory and gets built. No other company can compete with that. Have a huge market and will grow organically.

Uranium will come back because longer-term it is needed in nuclear power. It is clean with no CO2 emissions. In the short term, it is still coming back from the huge nuclear accident in Japan, but it is just a matter of time before China, Japan and Korea will be building nuclear reactors. The company has a huge discovery, one of the best, highest grade and biggest resources. Sees a lot of upside here.

This has done very well since it has come back to the public market. They have a very good advertising campaign which they put away during the recession days, but have now rejuvenated themselves. They’ve opened more outlets. Also, into sheets, pillows, etc. which are higher margins. Dividend yield of 2.17%.