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They developed a medium sized transit bus that is fuel efficient and last longer. It has been selling like hot cakes. If you go to the State of Georgia web site you will find BUS-X have been approved to sell busses to them. The stock was hammered recently because the stock was overvalued and then busses were delayed. He thinks you will see a lot of municipalities right size their fleets. (Analysts’ target: $2.50).

A software provider for commercial real estate portfolios. They also have a consulting service. They are migrating more and more clients around the world onto their platform. There is good organic growth. (Analysts’ target: $38.78).

He does not know if the dividends are safe. The problem with royalties is that there are a number of unrelated business to analyze. They have had some problems in the companies they have invested in over the years.

He is down. They suffered the perfect storm with regulatory reform and then Alberta limited the number of pills being dispensed per day. They distribute to institutions like retirement homes. They hired a new CEO with tremendous industry experience. He thinks the company is taking the right measures to cut costs and be more efficient. He still thinks healthcare is a good space.

A software platform with large cap clients. They manage employee stock purchase, stock option plans and share buybacks for publicly traded companies. Sales are growing rapidly. They have a high level of recurring revenue. The upside is huge here. (Analysts’ target: $12.91).

The only publically traded cemetery and funeral service company. They have growth in Canada and the US by acquisition. It got a little ahead of itself. They finance acquisitions with equity but they are highly conservative. It is digesting acquisitions right now. There is organic growth from aging demographics. It will chug along nicely over the years.

Market. Have had a little more volatility in markets this year as compared to last year, but seems to be continuing on same trajectory as last year with certain sectors. A marijuana bubble, and now cryptocurrency bubble which seems to be imploding. The old economy has been left behind, especially in Canada. A very sector money flow market right now. Be patient on weak stocks that have great fundamentals. Sees opportunities when some of these bubbles blow up. Feds tightened the yield curve again and thinks there may be 4 tightenings this year, but the economy is still doing well in a low interest rate environment.

He likes the business but is tricky. It was so hyped at IPO. It is still a very small company. Was predicated on very aggressive growth, but disappointed the street. Should bottom within the next year. Still has some fundamental building to do. Likes business longer term, but at this point is dead money.

He prefers the US banks to Canadian banks. US economy is stronger than Canadian for next couple of years. American banks are still recovering from 2008/09. US banks are much lower yields compared to Canadian banks but likely will increase. More upside in US banks but US banks will likely be more volatile. Long term, should do well and should benefit with steepening yield curve.

One of the real big 3 or 4 companies in video gaming space. Well run company. It is expensive. There are some potential disruptors. This is a growth sector. Electronic Arts is 1 of the leaders. If own, would hold, but the easy money has been made.

Testament of how hard it is to break in with large commercial airlines. They have not been able to build critical mass. Last year they were able to become profitable but last few quarters have been losses. Management is confident they will not have to raise equity. On a demonstrator with FedEx and Boeing. They have not yet achieved that really big order. Not likely to go down from here. Believes there is huge upside. Unique technology. All it will take is 1 or 2 airlines adopting this technology.

He doesn’t know how they are going to finance the acquisition. Not likely see a dividend cut. AT&T and Verizon are the 2 wireless leaders in the US. Should be good long term investments but growth has really slowed down in this industry. Prefers Verizon over AT&T. They are good solid steady investments, but are not going to make big capital appreciation.

(A Top Pick Sept 27/17, up 39%). Was a hated stock about 5 years ago. Have moved into the cloud business and adapted to the changes in IT. Are in a very strong position. A lot of people still use their products. A lot of stability. Cloud is a growing business and they are a large cap that is experiencing accelerated growth. Expects 10-20% upside in the next year.

(A Top Pick Sept 27/17, down 27%). Company generates a lot of free cash flow. All through their downturn, still generated free cash flow. Market leader in fleet management, have worked through their earlier problems, insider buyer in stock, and pays a nice dividend. Is cheap at this price. Really likes it.

(A Top Pick Sept 27/17, up 1%). The largest small parcel company in the world. Amazon will not crush them. They have large economies of scale. Amazon needs UPS and FedEx. Is cheap at 14X next year’s earnings and thinks it is going higher.