He likes the company and has met its managers. He would only buy it if they did an equity issue, and it seemed like they were going to a few times. There were opportunities in North Dakota and Texas, but there was a ban somewhere on drilling, and so the stock came off a lot. It's highly volatile, and it's too small and illiquid to own. You have to pick your spots on this stock. Environmentalist may be tailwind as they tell U.S. states that they must use QST services.

One of the better IPO's and had run up a lot, but it has been struggling lately. It's facing competition from new players offering cheap beds. They're good operators, and they dominate the Canadian market share, especially since Sears went out of business. The valuation is not expensive and has decreased. It could possibly get bought. He's monitoring the stock.

A past top pick. It's come off just like the energy sector. It's one of the few companies that's grown production per share. Continue to hit their targets. Cheap multiple. He expects the next few quarters to be strong. He may add to his position.

The stock has been hit lately. Their oeprations were doing well over the past few quarters. Then, PD announced they would buy Trinidad (during a market downturn), so their stock collapsed. He's trying to understand their rationale behind that announcement. Their last quarter was weak. Hold onto itnow. The stock could snap back if Ensign tops up their bid for Trinidad. Not sure what's going to happen.

Owns a small position. Low margins. They've done a very good job with distribution and getting their revenues up, but he needs to see their margins rise. They're too low. He won't add to his position until then. They have some good products.

A+ management. One of the best performers on the TSX for the past decade. They continue to take market share, but the multiple isn't cheap. They're the only stock to play collision repairs, which is a highly fragmented space. They make highly accretive acquisitions. He holds a big position.

It's done very well over the past 5 years. A favourite of his. They just announced a strategic plan to maybe sell the company and will announce plans before Christmas. It's buying back shares and is one of the few companies without debt. Their cash flows have been growing consistently in past years. He was buying shares yesterday; it's cheap now. (Analysts' price target $31.08)