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| PAST TOP PICK | 17.880 | David Burrows | (A Top Pick March 1/11. Down 2.62%.) Maintenance and refits on cell towers. Although he doesn't own it now, it is a company that bears watching. | 2012-03-06 | |
| TOP PICK | 18.300 | David Burrows | Focused in 3 areas. 1) Optical networking, 2) pipelines for gas infrastructure and 3) electrical grid. Recently broke out above multi-year highs. Business should grow about 15% this year but there are a lot of opportunities coming as there is about $200 billion to be spent on natural gas infrastructure. In wireless 70% of the back haul connections from towers in N.A. is copper and they are challenged from a bandwidth standpoint. This company digs the trenches and lay the fibre. | 2011-03-01 |