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.