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Market. We are at a point where some money might be taken off the table by people who want to put it aside. When he did a look-see at the stocks in New York, NASDAQ, AMEX and Toronto, there were far less things to add to his Stock Watch list. That list is at the lowest level in over 20 years. His "end of the year" buying was less than it has been in a decade. In terms of what he does, there is far less choice at this point in time. He is looking at stocks that are down at least 33% over the past 52 weeks, and then looking at the past 10 years. It is very, very difficult right now to find things worthy of being bought.

He likes what John Chen has been doing. Recent results were quite good and exceeded analysts' targets. He likes the company. It has a lot of analysts following it, which means that when it continues to turn, they are going to upgrade recommendations. This could easily go up another 50%.

Wouldn't be a buyer at this level. He paid $6+, and it has done very, very well. There is still upside, partially because US interest rates are going up and partially because corporations will do better in the short run with better regulations. His initial sell target is $38+. He is happy to hold this.

This has been dropping, but doesn't know who has been selling. This pays $.04 a month in dividends. The payout ratio is pretty reasonable compared to what it used to be. He’s happy to hold it. It’s a bit like clipping coupons. This is a huge demographic play. The population is getting older, and there is going to be more demand for their services.

Crypto currency and Bitcoin is a brand-new field. You are seeing a huge proliferation of companies. The question is, who is going to survive. He doesn't know this company, but does know the space reasonably well, and you have to choose very, very wisely. There is a bubble going on here. If people choose the wrong companies, they are going to lose a lot of money. Blockchain is here to stay, and that makes sense. Look carefully at the balance sheet, income statement and management.

This is funny in terms of a long-term outlook. They have a buildings supplies business, and the hospital protection business. Whenever there is a pandemic in the works, this company takes off. It has been moving around $4 per share, and thinks it could go a fair bit higher. He would like to get $6+ on it. When it moves, it could move very quickly.

(A Top Pick Feb 7/17. Up 5%.) Hasn't done that well, but does have tremendous potential. Pays a dividend of $.02 a quarter. Prior to the recession, it paid over $.20 a quarter. The stock didn’t dilute during the recession, so there are just over 6 million shares outstanding. There is a good chance of a dividend increase this year. This stock could double.

(A Top Pick Feb 7/17. Down 5%.) This does GPS's in agricultural. Has lost money most years. He made quite a bit of change before, buying it at $.50 and selling it for around $1.30. Last quarter revenues went up 35%. The balance sheet has no debt, and they have $16 million in the bank.

(A Top Pick Feb 7/17. Down 27%.) Just came out with results yesterday, and had some good results in the Cardium, one of their 3 areas. Have had difficulties in the past with the SEC, and settled a while ago for $48.6 million. If this gets put in play. He thinks they are looking at double digit growth in terms of output. Still has a big debt load relative to revenues. A good turnaround opportunity, and could end up doing very well.

He is underwater with this. He likes to think it is going to turn, and he’s willing to hold on. They paid down an awful lot of debt. It seems like a good speculative play, but he isn’t willing to put more money into it.

As a general rule, gold moves with the US$, and the US$ has been getting hurt, but could change later this week once the US gets their budget in order. The principals involved have a pretty good track record, so this could be a good way to go.

He met with management 7-8 years ago. The difficulty is that it’s been around since 1988 and revenues have always been a difficulty. They have no production. Expects there to be quite a bit of dilution. He doesn't invest in companies without revenues.

Bought this a couple of years ago at $3.81. It had a nice run, and thought about selling, but didn't. Pays a dividend of $.05 a quarter. Recently, everything they have has been doing better. Market share has gone up a bit, their online has gone up, same-store sales have gone up quite a bit, but their overall revenues have gone down because they’ve closed a lot of stores. Have had quite a lot of problems with addition L, so have taken big write offs there, which made the previous black ink red. Where they are going to go with this chain, he isn’t sure. He’s happy to continue holding. His initial sell target was $15+, but wonders if that is way too high.

Whenever you go into the restaurant space, it’s a very, very competitive sphere. He is wary of that kind of thing. Right now, we are seeing a lot of takeovers and mergers, and thinks this is in that mix to some degree. It’s on his watch list, but not a company he is willing to buy at this time.

His play in uranium is GBP (?), which has done very well. They do training for nuclear reactors as well as other areas, and it still has a lot of upside. The view on uranium is so mixed.