The Globe and Mail reports in its Monday edition that successful security selection is crucial when investing in small caps. The Globe's Jennifer Dowty writes that she looked for stocks within the S&P/TSX small-cap index that are expected to deliver the highest returns over the next year, with one caveat: They must also have realized positive returns during the first half of the year. Ms. Dowty says this exclusion eliminates underperforming stocks. The three stocks within the consumer discretionary sector with the highest expected returns over the next 12 months are Intertain Group, Yellow Pages and Great Canadian Gaming. Yellow Pages is a stock that has performed well year-to-date and analysts on the Street have bullish expectations with the one-year target prices ranging from $24 to $30. Given declining print revenue, management is focused on growing its digital revenue. While analysts have high expectations for this company, Ms. Dowty cautions long-term investors, as the firm's transition to greater digital revenue may have its challenges. For investors seeking income, EnerCare is forecast by analysts to deliver a modest, single-digit price return over the next year.