Took a while to get traction with their technology. Revenues in last quarter quite good, up a lot. Hold onto it and think about adding more. Thinks that someday they may partner up with a tier 1 company, and if they do, the stock will multiply.

(A Top Pick August 21/2017, Up 16%). Pipelines are weighing on sentiment. Just finished a big cycle of cap spending, so this frees up cash flow to pay higher dividends. Higher dividends, not growth, is the future of the oil patch. Smart in buying up distressed assets. Will be around for a long time, no matter what happens to pipelines.

(A Top Pick August 21/2017, Down 58%) Likes turnaround stories like this. Started out well, but then the wheels fell off. Has kept nibbling at the stock. Management has been refreshed. 1B in revenue on a 40M market cap. He’s anticipating 30M per year of extra EBITDA. Starting to see light at the end of the tunnel.

A Top Pick August 21/2017, Up 9%) Pays a small dividend. Make a radio station acquisition he didn’t like, so he exited. Could be interesting for dividend growth.

Acquisitive and have grown quickly, which makes him suspicious if they don’t have a competitive advantage. Cash flow doesn’t cover the dividend. If one acquisition goes wrong, the dividend will be cut.

A pillar of the advertising community, because it’s easy to spend ad money on Facebook. His issue with social media platforms is that people stop using them. FB has stature and management quality. Thinks you’re OK to own it, because it’s not going out of business.

It’s gone up, it’s gone down. Revenues are small, but growth rate is high. They have an online piece (software), but the offline piece is highly coveted. Could be an IP claim, where someone buys them just for the IP. They’re flush with cash.