RE:RE:My 2 cents I have done really well with Terravest and it might be my favourite small cap right now. It's trading at about a 17% cash yield and growing by double digits.
Other stocks to include Goeasy which I've held for about a decade when it was called Easyhome. Clairvest Group is a private equity management firm that is disciplined and successful at what they do.
SupremeX is a boring cash cow business. Data Communication is a sleeper and they made an interesting acquisition the other day. Redishred capital is a classic capital compounder. This is the type of stock Peter Lynch would have been all over.
Twc Enterprise is a great real estate play. I'm familiar with their properties whose prices have significantly diverged from balance sheet values but the market hasn't noticed.
If we're talking about precious metals then Dynacor group.
Another company which is on my watchlist is Information Services. It has a strong moat around their business and consistently performs well.
Stocks on my watch list: Geodrill, Tree Island Steel.
That's it for now.