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Market. He sees companies beginning to spend more this year and we have not seen this for many years. Combined with revenue growth and margins expanding, it points to things being not so bad. Investors are still skeptical, but things are where they should be. The TSX is being held back by the skew against certain sectors, particularly financials. An earnings recovery along with economic expansion and interest rates increasing are all healthy indicators. It is not all rah-rah, but there a few positive factors.

Manager fees. Fees are the big problem with fund managers – especially when they charge 2.5%. He does not like the way the industry is structured. That is why he runs an independent firm and they do not charge the same fees. He does not own Canadian stocks.

They sold half their position prior to the Toys-R-Us situation. They have a good handle on their business. It is not cheap, but still a good buy right now.

A lot of people don’t like the auto business, yet its price just made another 52 week high. This is a cheap stock and very well run company. They have divisions in different geographic areas and are expanding into autonomous cars. Beware that it is a cyclical business. He would continue to hold it.

The stock is priced at 16 times earnings, has a good dividend and is sitting on $25 million in cash. They had a recent earnings stumble, but if you buy it for income you will do well as the balance sheet looks good. Keep holding. Yield 4.5%.

The stock is priced at 16 times earnings, has a good dividend and is sitting on $25 million in cash. They had a recent earnings stumble, but if you buy it for income you will do well as the balance sheet looks good. Keep holding. Yield 4.5%.

Was previously Wi-Lan. The balance sheet, revenues and margins are all pretty good, but it seems to still be a show-me stock. They have had screw ups over the past 10 years, but they seem to be getting on track. He thinks they need to see an acquisition to get things going.

This company is in transition. They won a bunch of contracts to make buses, which caused a surge in their price. The big ramp up has now ended and there have not been any new major contracts for quite some time. He likes the company and at the lower valuation it looks enticing, but there is risk. A speculative buy.

They are successful at making smaller acquisitions and they provide great service to their customers. Insiders own a lot of the stock. They have consistently made strong earnings and the company continues to do well. Their end-game is likely to become acquired by a larger fish. It is not cheap at these levels. He would continue to own it for another 3-5 years, if you hold it now.

This company has a weapons detection system that should have good demand, but they need to win some contracts to prove the value. At some point you need to transition a concept into sales. It either needs a lower valuation or higher revenue/cash flow base. It is a little too early for conservative investors.

He has a bias against this company because for over the past two decades all they have done is issue new shares and lose money. Until they turn a profit it will continue to be a “show me” story.

When the economy improves and interest rates go up, insurance companies should see earnings improve. He far prefers Sun Life (SLF-T) as MFC-T had to cut dividends during the financial crisis, but SLF-T did not. There are some issues about the guaranteed contracts they sold, leaving speculation that higher liabilities than expected. The dividend is okay and it has started to rise again. It is an okay company

They have changed their model to do rentals instead of sales of incinerators. This strategy helped revenues and profitability. It is very cheap if forecasts are correct. He likes it and may pick it up again soon.

The problem here is about size. Investor audience is pretty limited and they previously canceled their dividend. It is a wait and see stock that needs many profitable quarters.

They bought two mines from Glencore last year making them the largest small-cap producer of zinc in the country. It is cheap and he does not understand why there is not more interest. The mines are producing as expected and the balance sheet is good. Since Glencore still owns 20% of the company, it may be potentially block an acquisition. (Analysts’ price target is $2.00 )