Pason Systems - Calgary, AB; Know company from personal experience in oil drilling market; fast growth, good value at low P/E; excellent management (know personally); increasing market share, high margins; "toll booth" business model;

PennWest - Canadian oil trust; good reserve life; conservative balance sheet; does well on McDep Ratio (mcdep.com). high dividends; possible equity increase with change in tax proposal to eliminate tax free status;

Provident - Canadian oil trust; good reserve life; conservative balance sheet; does well on McDep Ratio (mcdep.com). high dividends; possible equity increase with change in tax proposal to eliminate tax free status;

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Redflex Systems - Australian camera based traffic management / enforcement company trading on Pink sheets; world leader in niche technology; "toll booth" business model with leased systems and shared revenue (with municipalities) providing recurring revenue; very low institutional ownership in America; reasonable valuation for growth rate;

closed end fund in small cap Japanese stocks; value oriented;

closed end fund (Dreman Value) with value orientation from a top value investor;