Travis Dowle of Maxam Capital's Big Fat Idea is Vecima Networks, a Canadian Technology company that trades at a very attractive valuation, 40% of their balance sheet is in cash, with a catalyst in their new product.
Colin Bowkett of Venturewerx has produced some great successes in recent recommendations comes up with a new recommendation. A profitable company involved in servicing the 100 Billion Dollar the anti-body based drug sector.
In this weeks Big Fat Idea, Neil McIver on the importance of rebalancing your portfolio so that you don't hold assets that are too much alike. The goal being to reduce risk and reinstate the original asset mix by taking profits in areas that have been rising in a bull market.
In this weeks Big Fat Idea Drew Zimmerman of P.I Financial outlines the great risk for some, and great opportunity for others of a drop in the Canadian to the 68 cent level. His interesting reasoning also includes interest rate differentials between the US & Canada.