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One theme she really likes is a company that provides products and services that other companies simply can't live without. This company is so ingrained with other businesses processes. They work with AT&T, BCE, Telus, Rogers and Vodafone. Do back-end billing, making sure you are getting charged what you are supposed to be charged for all the services and back end functions. A great stock.

There is still fear coming out of the 08-09 financial crisis. Every quarter the company keeps building on their BV and improving their ROE. They are beyond the point where they are worried about troubled assets. Just had an investors day, which they hadn't hosted in a number of years. It was coming out to the market saying they had really turned the corner. Have set a very achievable target of $9 per share in earnings by 2020, well above today’s $5.25. Thinks the stock continues to grind higher as they move towards their plan.

If you took what has happened at this company, missing on their production forecast, the margin impact, and blowing through about $4 million this year in cash, and if you took the name of Tesla off, this stock would react incredibly differently. It seems that these newer type technology companies have so much hype and enthusiasm and people treat them differently. When you are paying today what you expect people to be paying in the future, and then it doesn't happen, that is a really dangerous proposition.

This does both hardware and software that allows other companies to test and design electronic components. The world is becoming more and more technology and electronic component intensive. Often you get companies that don't feel the love in terms of capital allocation priorities or management time. This kind of stagnated for a while. 5G and electric vehicles are a big trend and are kind of getting into software. Between the 3 of them, she expects this to do pretty well. (Analysts' price target is $50.)

RVs are not just for the elderly anymore, it's millennials who are loving RVs now. There is a lot of end demand. They’ve done a really good job of expanding their total adjustable markets, essentially the revenue size of the market. They’ve identified another $4 billion or so of a $2+ billion base, which enables them to really grow in value. There are a lot of positive things with this. Being a leader and an innovation leader, it has the ability to move higher. Dividend yield of 1.9%. (Analysts' price target is $130.)

This is thought of as the chicken giant, but they’re also big in pork and beef. They are going through a transformation that started a number of years ago where they are moving up the value chain where people want food on the go. Doing a good job of putting products into convenience stores, etc. She is expecting them to just continue on with their plan which will result in a higher share price. (Analysts' price target is $80.)

Market. Has a top-down process where he is always trying to figure out whether he is offense or defence. Came into the year on offense, and moved into defence late spring/early summer. Recently a lot of his technical indicators have improved again, so has moved the portfolios back to offense around the beginning of September, and went from having a fairly high cash position to being fully invested. One indicator is "sentiment" which is hitting highs. Sentiment is a contrarian indicator, so he is always watching this. When it gets pushed to extremes, either to the downside or the upside, it tends to be a signal. You can't really time off of it, so you can't time a portfolio and decide now is the time to go to cash. However, it can be an alarm or a warning that there could be a bit of a pullback in the future.

This is one he likes. If you have tracked this over the past year, you will notice that numbers, quarter by quarter, have been increasing. The numbers continue to track upwards. There is probably still room to grow. They are very big in asset management and continue to expand there.

Medical marijuana producer in Manitoba. This has certainly had a great debut. Just started trading this week. It shot up massively from where they last did their financing. Just did a distribution deal with Canopy (WEED-T). There are a lot of different M&A announcements coming out in this area. It looks like it might be a little ahead of itself, from a market cap perspective on the production they have. As well, he believes they need to raise money.

Has fallen to its lowest level in a year, as a result of a Q3 loss. What surprised the market was the write-down they took on an investment. Most people thought they were going to continue to work it out and get something resolved. Going forward, most people are looking for them to continue to clear the decks for underperforming investments they've had, and the next step is what they are doing with new investments. Thinks the market is watching to see the new investment they did 3 months ago, and if the next one is the same rate and, if a trend, are they investing at lower rates than in the past, and if it's private equity big money, the effect on businesses. He is just watching to see what they do with the next deal where they deploy capital, and what rate it's at.

Building a massive facility in Edmonton. A little ahead of itself on valuation. Still has a lot of work to do to build that facility, and to get it up and running. However, they are very well-capitalized and have done deals globally, and are selling into other countries. This will probably be one of the leaders.

Just reported earnings, which is what started the decline in the stock price, although thinks it had more to do with sentiment and what happened with the actual numbers. He is watching earnings numbers and trends and what happens with them. They basically met their numbers, but after the company reported, the consensus and expectations were so high they ended up disappointing. As the numbers keep getting revised up, expectations get higher and higher. Eventually they hit the numbers, but can't make everyone happy, so the stock price started to sell off. He sold his holdings just before the numbers came out, because it started to break down technically. It probably goes through a period of sideways before the next leg higher, providing earnings are higher.

Had an interesting 18 months. The old CEO made some investments from the company, to a related party he had, and there was a lot of criticism. That got unwound and they replaced management. New management is on a growth trajectory now, and have had a couple of good quarters in a row. Thinks there is more room for the company to improve, both from earnings and some possible M&A.

Probably one of the very few success stories in Canada, as far as making acquisitions, having synergies from those acquisitions, and then rinse and repeat. From a long-term perspective, management has done a fantastic job, and the stock goes higher over time. In the shorter term, they’re going to be no different than any other company. They are going to sort of bump around with their quarterly earnings. In the most recent earnings, they were lower than the street had anticipated, so the stock sold off. It is probably getting into a fairly good range now. If you don't own the stock, consider buying a half position now and then watch to add the other half if it pulls back.

(A Top Pick Nov 16/16. Up 92%.) This has continued to do really well. Looking at the evolution, they started off in Canada getting small orders from regional transit authorities, and then would come back with multiple orders for them. They continue to work their way through Canada, and are now in the US with their "Buy in US" certification. They just got a US order 450 buses, and are starting to do the exact same thing in the US.