They have big contracts with star bucks. They made a number of acquisitions but these stories may fall apart and they had a premium valuation and then the stock fell apart when the company missed a couple of quarters. They had problems with the minimum wage going up. He is trying to do more due diligence on it.

It was going to be a top pick. He has done extremely well. Iron ore prices have moved up quite a bit. It is the right time and right place. Cash flows will continue to rise. It is one of the best companies in the resource side.

It can be viewed as a speculative buy because things have turned around. It was a 100 bagger at one point. There were some disclosure problems and then Warren Buffet came in and is not exiting. Operationally they have been doing well.

It has been decimated. These companies are in way better shape than they ever have been. They paid down debt and now the equity price is up. He really likes the management team. There has always been speculation that they will get bought out. They have a much better balance sheet than they did before. You have to trade these stocks. This is a good entry point.

This is a difficult one because the numbers have not been great over the last couple of quarters. It's close to the bottom but not a table pounding buy. They had a problem with their ERP system.

They found so many large rocks that they had trouble selling some of them. The stock looks cheap but diamond prices have come off a bit. It's not a bad place to be, though.

He used to own it. They ended up over promising and under delivering so he exited. Their margins were low. They had some operational issues. Things have not turned around yet.