Produces 17% of the world's uranium. A former holding. May look to re-enter the position on weakness.

Company is involved in a joint venture with DBLE to develop the Christmas Meadows project, which has been passed around the oil biz for years due to government red tape. Prospects for success appear good, but if they somehow do not find oil, the company is going to be really hurting as its production from other fields is falling off. Basically, all hinges on Christmas Meadows. A PE of 10 looks cheap here, but I think there are better opportunities given the uncertainties of the project. When I know the status of Christmas Meadows for sure, I will give it another look.

Huge backlog gives excellent earnings visibility. Large cash position, no debt, and solid growth. I owned this from 3.85 to 7.40 and sold it at 7.40 after watching it hit a lot of bids. Valuation had come up in line with the market as well. It has since come back a bit on already approved insider selling. I am thinking of getting back in, but the CEO intends to sell about 50k more shares at some point.

Small, growing Brazilian fast food chain. Profitable, cheap valuation, and very solid revenue growth. A former holding.

One of the few junior uranium explorers that is already profitable, and trades at a relatively cheap multiple, but some production problems have me worried that they will fail to execute and will therefore be a laggard in the sector.

One of the ways to judge the health of a business is to evaluate it at its bad spots. Well, natural gas is just a horrible place to be right now, so it will interesting to watch the next few quarters with ASPN. They've hedged 40% of production at prices above $8/btu for the winter, a move that now seems very prescient indeed. I want to see the next quarter or two before putting my money to work here. The valuation looks very attractive, but it may be signalling that the P/E might soon show up as N/A.

Growing 20% per year, making smart acquisitions. If you back out the costs of the most recent acquisition, this stock is trading at a very low multiple. As they integrate their recent acquisition and it becomes profitable in the second half of the year, this stock is going to look very cheap.

Trading at less than 7x earnings, although with a tax loss carried forward so really trading at about 10x earnings if Q4 comes in similar to the last 2 quarters. The stock has been consolidating for 4 month following a spike earlier this year. This is a company with a solid history of profitability and 20% growth over the past 2 years. They provide brokerage services (ie middleman) which link independent truckers to clients. Still trying to find a way to get an 'edge' on how this is likely to pan out, and how much competition they face from the big guys.