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Cloud-networking solutions, particularly on switching and routers. Hardware that all the hyperscalers and data centres need. 12-month price target of $462. Buy in thirds here around $375, $355, and $335. No dividend.

Cloud-based, data platform provider. Infrastructure and platform as a service. Also AI machine-learning integration. Chart shows how it's rolled over. Change in the CEO, and then the CRWD data breach. Very deep pockets, $3B in cash. Profitable, free cashflow. Never seems to lose customers. In acquisition mode. 41% haircut this year, great value. No dividend.

Trims every once in a while. 12-month price target of $148. Like the lifeguard in the cloud pool, makes sure everyone plays well together. Hyperscalers love these guys, because the hyperscalers don't have to worry about the hardware and software not being compatible. No dividend.

A specialty school bus maker. 47% of school buses are 11 years old or older. An alternative fuel bus maker: propane, hydrogen, electric and gas. Trades at 12x earnings. Things they will make $3 a share next year. The recent pullback is probably a knee-jerk reaction from the Trump election.  The issue has bipartisan support however, so not worried about it. 

An aerospace and defence aspect to it. There is interest due to geopolitics (eg. Ukraine, Israel, Taiwan). The safety of the aerospace aspect of this business is a good thing to have. Good growth in this area. New plane adoption is ramping up, due to fuel efficiency making money for airlines. Had a stumble a number of years ago due to discovery of contaminants in their production. They recovered from it. Knows that markets tend to forgive mis-steps if there is a constructive solution. 

Trading very constructively. Owns a number of them in the space. Has owned them for close to 15 years. Have done extremely well. TOL is the top of the heap. Average sale price of $1M. 25% are cash buyers so they attract the affluent. About 4-5M homes are missing in the US. It's natural organic growth. Lower interest rates are coming down the road. Lower tax regime is also coming. Both good things.

It is involved in payment processing technology and is one of the competitors to LSPD. It is growing at 30% per year and has a good balance sheet. It has a great niche in the restaurant and hotels business and is starting to expand into gaming and other areas. Has been approached at least twice in the last two years for a potential takeover. The valuation is good at 26X earnings which is pretty low for a tech company. It has just been added to the S&P 400 small cap Index. He considers it undervalued.         Buy 21  Hold 3  Sell 1

It is very good at tracing data for the police, military and other agencies. One of the best use cases for AI is looking at data. This is so good for the overwhelming amount of info that police have to look at. CLBT scrubs the info to find clues and patterns and can find information quickly. It has $400 million in cash along with very good growth. With a market cap of less than $4 billion it is much smaller than other companies in the same field. The customer base gives confidence in the company.        Buy 8  Hold 0 Sell 0

They do basic work such as fixing roads and bridges and they do it very very well. This is good as an infrastructure play since money has to be spent on infrastructure projects. Recently it did a very big acquisition, $800 000 which is 20% of its market cap, but the market likes it a lot. This has accelerated the growth rate and boosted the revenue forecast. It is not cheap but has a great business profile. good backlog, good management and makes good acquisitions. It specializes in markets throughout the U.S. sunbelt.     Buy 3  Hold 2  Sell 0

Excellent asset base - very had to replicate. Consistent dividend increases. Cheap valuation given cash flow abilities. Company will perform well regardless of economy. Has a long history of quality dividends. Portfolio of growth projects for the next 5 years. 

Leading fleet manager throughout the globe. Continues to grow towards ~$10 billion market cap. Demand for services within growing tech companies like Amazon. Ability to operate cheaply with high margins - top decile. Built a very strong business that is growing organically. 

Excellent company with strong pipeline of new projects. Valuation has seen a new low which makes a good time to buy. Vaccine hesitation in new Trump administration not a concern. Dividend very safe - provides margin for investors.