The Globe and Mail reports in its Wednesday edition that while some investors are analyzing economic data and the U.S. presidential race to determine which stocks to buy and sell right now, CIBC Asset Management's Craig Jerusalim remains focused on longer-term corporate performance. The Globe's Brenda Bouw writes that Mr. Jerusalim looks for high-quality, growing companies with strong margins and "prudent" balance sheets, recurring revenue and solid management. Mr. Jerusalim likes DRI Healthcare Trust. DRI has suffered what we a temporary setback after its chief executive officer was let go following an investigation into his expense claims. He was accused of overcharging the firm on certain fees. DRI was paid back, so shareholders were not affected, but it caused the stock to pull back by close to 40 per cent. It has only recovered partially, which Mr. Jerusalim sees as an opportunity. DRI is a royalty business for select pharmaceuticals. It has recurring, predictable revenue that is not tied to the economic environment. DRI trades at about a 10-per-cent discount to its book value. Mr. Jerusalim says, "We're comfortable in our large position in the company (IPO) today and are looking to acquire more in the future."