The Globe and Mail reports in its Wednesday, Nov. 12, edition that Caldwell Investment Management portfolio manager Denis Taillefer started buying Major Drilling Group International in June and he bought more in October. The Globe's Brenda Bouw writes that Mr. Taillefer says in a note: "Our average cost is about $10.71 a share. The Moncton-based company specializes in drilling services in the mining industry. Drilling for gold and copper represents about 80 per cent of its revenue. The stock hasn t done much for the past few years, but as we're seeing much better commodity prices, exploration activity is expected to pick up, including among junior mining companies. Major Drilling should benefit from exploration dollars returning to the market. We also think commodity prices are sustainable at current levels, especially copper, given its role in the digitization of our economy."