He likes this a lot, although it is not necessarily cheap. Had bought this when it was still private. What is going is very, very positive. They allow small manufacturing and other service organizations to become, in a sense, a part of the Amazon network, which is a huge advantage, and are growing very, very rapidly because of that. He remains bullish and positive on the stock, although he has been taking some profits.

This has been in the doldrums for quite a while, but that is because it is trading hard up against its own FMV, which really hasn’t been going anywhere for some time. This is a company that is worth an awful lot more dead than alive. If somebody would take over that company and split it into its constituent pieces, he feels you would see an enormous amount of value released into the market.

He likes this quite a bit. The stock recently broke out over one of his key technical breakpoints, and looks to have a pretty good count. The minimum count he would see would be something in the order of 19 ($?), but FMV actually shows quite a bit higher. The issue is what is going to happen to interest rates. If rates are going to go up, this will benefit all the US banks. (This was almost one of his Top Picks today.)

At the present time this is trading just about smack on its intrinsic value, which he calculates to be at about $200. It is also trading at one of his technical resistant points. Putting them together, he doesn’t see that much upside potential. Earnings forecasts have flattened right out, so there is no momentum coming from the earnings side. Also, it is technically expensive, and he doesn’t like it.

Got very overvalued a while ago, and has dropped right back down to its intrinsic value (FMV). Since then it has had a pretty nice bounce and is about 25% overvalued. If you own, he would be out of it since it has had a nice run.

Thinks the same thing about this as he does about most Canadian utility stocks. Have gotten fairly expensive because people are seeking yield. Recently the stock has been setting back. It still has about a 23% upside potential, so it could bounce back to about 2X Book, which has been the peak of the stock price for the last 3 years. This has a decent yield and he doesn’t think there is anything to be panicky about. Not badly priced.

A real toughie. It has lost a tremendous amount. Looking at the earnings that analysts are projecting, he would probably say it has a 200% upside, which makes it look pretty interesting. The issue is, what is going to happen when they undergo some of those US hearings they have been threatened with? Are they going to escape, or are there going to be massive penalties? The balance sheet is nothing to write home about, as it is full of goodwill. No matter how attractive these companies are, he generally avoids them. They are too risky for his blood.