They have great market share in Canada, but people don’t want to go to movies any more. He views it as a hold for income and does not see the recent down turn as being that negative. They have the capacity to do some more acquisitions to go into the full entertainment space in the US – especially play spaces for adults. He sees this as a weak buy right now.

This is a good time to buy, he thinks. Growth has been exponential and there is a pristine balance sheet. There is no problems with this company and is a very attractive buy. He thinks the lack of quarterly updates is reasonable as he thinks people should not focus on the last 90 days performance.

A relatively small company that guided a little bit lower. The long term outlook is good and they just signed a term agreement within China. A good time to buy or add to your position here.

It is too early for this sector, the oil rally has not been sustained long enough yet. Any LNG project would help, but has not yet been confirmed. It is not as bad as it was before, just not good enough to enter back into yet.

It had a huge ramp up a few years ago based on new orders. Now the need for new orders makes this a relatively high risk investment. It is at attractive valuation now.

They sold their position due to the inconsistency of their results. He is watching it again, especially now that the momentum is improving. He is not buying yet, but will keep an eye on it.

This company has been competing well through good acquisitions and he thinks it is well managed. Due to a lack of consistency in earnings it tends to keep the valuation multiples pretty low. This last quarter was great and the forecast looks promising. He is watching this closely and thinks it is an acquisition target (but has thought so for 10 years).