Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=53136Let's find the next Bowflex, Silent Witness, Cinram, etc, etc. Let's keep it simple. Lets find small Canadian companies that have had at least two quarters of sequential earnings and revenue growth with reasonable price earnings ratios.http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=5313638013210jim hegerYou're absolutely correct about Vecima's asset value. CEO Kumar noted at the last CC that non core assets plus cash was approaching market cap. To create interest in the stock he paid a $1/shr dividend, but that still leaves about $20 million cash plus the marketable, non core assets (real estate and spectrum licens...http://www.siliconinvestor.com/readmsg.aspx?msgid=288390134/16/2013 3:14:37 PMDick MartinVecima Networks VCM looks to be a very good value at these levels, they have lots of assets and good revenue growth. Also i am holding MIT, SBM, RBM and BIO. I think generally there are lots of opportunities in the tech and medical sectors, any other suggestions out there?http://www.siliconinvestor.com/readmsg.aspx?msgid=288389134/16/2013 2:46:27 PMLITTLE BIRDIE !As stated previously keep a close eye on OTS my number 1 pick for 2013 - huge accumulation by wolverton some 7 million shares - new board members are top notch in the oilfield sector - exponential growth lies ahead currently at .165 looking for $$$ with this one Mr .Berg the ceo was just interviewd at wallstreetledge...http://www.siliconinvestor.com/readmsg.aspx?msgid=287850603/18/2013 1:04:37 PMFlipper12STT Enviro Corp. Reports Financial Results for Quarter Ended December 31, 2012 This deserves a mention. Growing and trading at 2.5 x. Great results and not a single trade. Last at 9.5 cents. 55 cents book value. Related Content [graphic] RELATED QUOTES SymbolPriceChangeSTT.V0.0950.00 [graph...http://www.siliconinvestor.com/readmsg.aspx?msgid=287848413/18/2013 11:33:15 AMFlipper12Nothing too exciting. Going to listen in on the conference momentarily. Seems like DAL is one of those companies that is chronically cheap and nothing is going to change that. Dalmac Energy Reports Third Quarter 2013 Financial Results [graphic]Press Release: Dalmac Energy Inc. – 4 hours ago ...http://www.siliconinvestor.com/readmsg.aspx?msgid=287763623/13/2013 1:31:13 PMjim hegerVecima, VCM.TSX, announced today that a cash dividend (distribution) will be paid March 27 to shareholders of record March 21. $1.00/shr equal to 18% of today's close. In January CEO Kumar said : "Following the proposed distribution, we will have a strong balance sheet and will continue to explore opportunities to ...http://www.siliconinvestor.com/readmsg.aspx?msgid=287734813/11/2013 10:21:52 PMdiddlysquatzI guess somebody heard me. DND.T closed at $3.00 up $0.30 today on above average volume.http://www.siliconinvestor.com/readmsg.aspx?msgid=287662233/7/2013 6:04:33 PMdiddlysquatzDND.T Cipher Pharma. Last at $2.70. Super high growth rate. finance.yahoo.com  Cipher Pharmaceuticals ( DND.TO) / (OTC Markets:CPHMF)reported financial results for the fourth quarter and full year ended December 31, 2012. Total revenues in the fourth quarter were $2.9 million, up 177% over the fourth quarter 2011 and...http://www.siliconinvestor.com/readmsg.aspx?msgid=287635023/6/2013 1:57:19 PMjim heger I am very confident to hold. Yeah. Me too, Dick. I've started thinking that the stock price can hold a lot of this improvement even after the ex div date (whenever that might be). Kumar's promise of more dividend payments to come will be made even more credible by the sale of real estate or spectrum license - some...http://www.siliconinvestor.com/readmsg.aspx?msgid=287531732/28/2013 9:13:25 PMdiddlysquatzMy favorite stock.........DAP.U.V - Xpel Technologies Last at $0.28 Growing extremely quickly. Grew revenues 89% in the third quarter of the prior year's. Profits up 80% in that period. The company has been growing it's revenues and profits for the last 4 years xpel.com  About XPEL Technologies Corp.OverviewXPEL T...http://www.siliconinvestor.com/readmsg.aspx?msgid=287530612/28/2013 7:51:09 PMDick MartinThis is a very good situation with VCM, slowly moving up a little every day, the price could jump to over $6 quickly anytime soon. I am very confident to hold.http://www.siliconinvestor.com/readmsg.aspx?msgid=287530012/28/2013 7:14:18 PMjim hegerVecima gets a mention in this Globe & Mail article. It qualifies as a value investment by the criteria applied: theglobeandmail.com  There's nothing said about the $1.00/shr special distribution coming in a few weeks.http://www.siliconinvestor.com/readmsg.aspx?msgid=287436062/24/2013 12:13:14 PMDavidThanks, David, for the Automodular idea. The 10% dividend is sure attractive. Any guess on how secure that might be?Only guess I can make on the level of Automodular's dividend is based on their past actions. They haven't always had a dividend but have had them in the past so they appear inclined to issue dividends w...http://www.siliconinvestor.com/readmsg.aspx?msgid=286851681/24/2013 4:26:53 PMjim hegerThanks, David, for the Automodular idea. The 10% dividend is sure attractive. Any guess on how secure that might be? _______ FYI, Vecima has $35-50 million real estate and spectrum license not reflected on its balance sheet. CEO Kumar has shown a determination to sell those assets, generating cash for this, & possibly...http://www.siliconinvestor.com/readmsg.aspx?msgid=286848621/24/2013 2:45:44 PMDick Martinhttp://www.siliconinvestor.com/readmsg.aspx?msgid=286832541/23/2013 9:30:56 PMDick MartinThis indicates that the company is in a strong position and can generate sufficient funding to grow existing business lines. I expect to see future growth in revenues. It would be most efficient for management to focus on the current business and not use capital to expand into new ventures. Other issues I think are ...http://www.siliconinvestor.com/readmsg.aspx?msgid=286806331/22/2013 7:10:23 PMdiddlysquatzLots of good Canadian Microcaps getting mentioned over here [graphic]Subject 58047http://www.siliconinvestor.com/readmsg.aspx?msgid=286795441/22/2013 11:58:56 AMDavidInteresting, think I'll wait for their upcoming earnings before I decide what I think. I'm doing ok with AM which is another company with lumpy earnings, currently yielding 8% and paid a special dividend at end of year for the last 2 years.http://www.siliconinvestor.com/readmsg.aspx?msgid=286795141/22/2013 11:51:28 AMjim hegerVecima will return $1.00 / shr VICTORIA, BRITISH COLUMBIA--(Marketwire - Jan. 21, 2013) - Vecima Networks Inc. ("Vecima" or "the Company") ( VCM.TO), a leading designer and manufacturer in the broadband cable and wireless network infrastructure market, announced today that it has completed its previously announced...http://www.siliconinvestor.com/readmsg.aspx?msgid=286771361/21/2013 9:19:46 AMjim hegerVCM.To Vecima finally gets going: Vecima Retains Financial Advisor to Explore Strategic Alternatives http://tmx.quotemedia.com/article.php?newsid=53696838&qm_symbol=VCM This has been a long time coming, but with a book value well above mrkt cap, lots of cash on hand, improving sales on long term programs, million...http://www.siliconinvestor.com/readmsg.aspx?msgid=283534348/22/2012 2:29:05 PMbetchabgoneCdn Oilfield wins $1.1-million (U.S.) Ansi 900 order 2012-06-26 09:16 ET - News Release Mr. Phil D'Angelo reports COTS RECEIVES 2 PURCHASE ORDERS FOR FLEXIBLE PIPE & ACCESSORIES Cdn Oilfield Technologies & Solutions Corp.'s 100-per-cent wholly owned Mexican subsidiary, Cdn Oilfield Technologies & Solution...http://www.siliconinvestor.com/readmsg.aspx?msgid=282309586/27/2012 11:40:03 AMbetchabgoneOTS.v - huge q1 revenue growth and big future potential Q1 2012 $7.1million revenue vs Q1 2011 $1.25million revenue Q1 2012 $505k profit vs Q1 ($480k) loss Cdn Oilfield Technologies earns $505,525 in Q1 2012 2012-05-30 14:00 ET - News Release Mr. Phil D'Angelo reports COTS REPORTS MARCH 31, 2012 FINANCI...http://www.siliconinvestor.com/readmsg.aspx?msgid=281787275/31/2012 11:54:25 AMjim hegerYeah, I really liked what I heard. Kumar has steered the company through an obstacle course of order delays, operational losses & high overhead. Now with sales ramping & margins improving, I've got to think we're going to see a higher stock price. I'm ready for that! http://www.siliconinvestor.com/readmsg.aspx?msgid=281536445/18/2012 7:38:54 AMDick Martin Vecima Networks - VCM.t - is begining to make progress. teleconference for Q3 vecima.com http://www.siliconinvestor.com/readmsg.aspx?msgid=281535055/18/2012 1:28:54 AMjim hegerhttp://www.siliconinvestor.com/readmsg.aspx?msgid=280370273/26/2012 11:27:54 AMDick Martin MIT.v - Wow in the press release today it said: Mint Executive Chairman, Chris R. Hogg said today, "The core business in UAE continues to grow and we have already exceeded our UAE business target for the whole of 2012 by the end of the first Quarter. This bodes well for the continued strength of our core business at ...http://www.siliconinvestor.com/readmsg.aspx?msgid=280267423/21/2012 11:56:57 AMDick MartinSIRONA BIOCHEM CORP - v.SBM Doing good today +.02 The price is really historically cheap and there has been good news, it is reasonable to expect these shares to gain in value from here. This is a long term investment with opportunities for short term gains as the scenario develops. Dynex Power - v.DNX This one has...http://www.siliconinvestor.com/readmsg.aspx?msgid=279908223/5/2012 1:31:51 PMDick MartinI was thinking that MIT would fall back to .12 or so, but there has been an underlying strength to the buying with todays news and that more news is pending in the next two weeks I think we will continue to see strength in the share price. marketwire.com  SBM.v Although this is more of a long term investment the rec...http://www.siliconinvestor.com/readmsg.aspx?msgid=279489742/14/2012 6:09:42 PMDick Martin Luxor Sales Increase by 168 Percent in 2011 Although the forestry and wood products industry is still hurting from the economic turn down this company is expanding through innovation. These shares are thinly traded but I think that there is real value here. Luxor Industrial v.LRL globenewswire.com  Also as I have ...http://www.siliconinvestor.com/readmsg.aspx?msgid=279434292/11/2012 6:54:00 PMDick MartinIt looks like RDL is making some progress in the Mideast which is likely why the shares have done well lately. MIT is also in this space and there seems to be great opportunity that will follow the social change that is happening although the social volatility of the politics seams to be risky. I suppose if they spr...http://www.siliconinvestor.com/readmsg.aspx?msgid=279223502/2/2012 2:45:13 AMMarc FortierTalking about Canadian microcaps, what about SAT on the Venture Exchange? Asian Television Networks has been growing very nicely over the last few years. It's now debt free and just initiated a quarterly dividend of 2 cents per share. Interesting stock. Here is the url for the website. Do you own DD. asiantelevision...http://www.siliconinvestor.com/readmsg.aspx?msgid=279222082/1/2012 11:26:46 PMjim hegerRDL.TO continuing to move up. Also, Vecima, VCM.TO has firmed, maybe on the strength of Kumar's insider buys of the past few weeks. Vecima's earnings should be great.http://www.siliconinvestor.com/readmsg.aspx?msgid=279182581/31/2012 2:42:59 PMDick Martin Here is an analysis of the solar power industry that recently appeared in the Sunfind Solar Products newsletter, it shows we must be very cautious about investing in the solar industry. ----- All of us “PV Producers” are giddy with the fact the days are now getting longer! To kick off 2012, we are going to continue ...http://www.siliconinvestor.com/readmsg.aspx?msgid=278683671/8/2012 4:52:39 PMDick MartinI am certain VCM is looking forward to better times and we will see better valuations of the stock in the near future. I came to own this one originally because I had shares in Spectrum Signal Processing which Vecima now owns. The conference call did not say anything about this division which seems to be just treadin...http://www.siliconinvestor.com/readmsg.aspx?msgid=278683521/8/2012 4:36:08 PMjim hegerI'm with you on VCM. The guidance for 2012 is $90 -100 million with 35-40% gross margins. The 1st qtr. rev of $20mm already booked leaves $70-80 to be done in the 3 remaining quarters - spread evenly, about $25mm per. That should produce about $0.07 net/quarter. Of course, there will also be a big bonus from the sale...http://www.siliconinvestor.com/readmsg.aspx?msgid=278624901/5/2012 12:16:47 PMDick MartinLooking at MIT.v and all seems well, currently off recent highs, 2012 will most likely be a stellar year for this one, this dip in price is a opportunity. VCM.t recent Q report shows a recovering may be in progress, insider buying has returned, Kumar has been buying consistently over the last month, these shares have...http://www.siliconinvestor.com/readmsg.aspx?msgid=278604061/4/2012 3:13:16 PM