Commercial Solutions (CSA.TO)

Too late to sell. Still likes it, short term is disappointing, mid-long term should be great. Short term has one or two weak quarters ahead of themselves. Around $5 he's looking at buying.

(A Top Pick Mar 16/06. Up 16.8%.) Distributor of supplies to Alberta oil wells. Every $1 of earnings they make is free cash flow. Right now, everything in oil/gas in Alberta is weak. Stock will probably stay weak for a while.

Most of their business is in Alberta so they have benefited from the huge growth. Sold off because drilling in Alberta is weaker. However, their overall business is not affected very much by drilling.

National distributor of bearing and power transmission supplies, industrial safety products and resource management equipment in Alberta. Earnings, year over year, is over 60%.

Generates a lot of free cash flow. COMMERCIAL SOLUTIONS INC. is a national distributor of bearing and power transmission supplies, industrial safety products and resource management equipment Based in Alberta. They are growing, perfect to convert to a trust. The risk is that small caps tend to go out of favour once in a while, and it's not heavily traded. He bought from $2 to $5.25