Gentry Resources Ltd (GNY.TO)

TOP PICK
Although it has had a big run, he is very comfortable with where they are. Last quarter was sort of soft with the weather they had had in Calgary. Expects that in he winter, away they'll go again.
TOP PICK
Recommended it in the past at a much lower price, but still likes it. They have done a great job of growing the company.
BUY
Stock has done quite well. He likes this company. Has brought on some acquisitions and has had good success with the drill bit.
TOP PICK
Year end asset value came in close to $4. They are on an incredible run.
BUY
Management is executing on the plan of building a lot of good reserves. Would be looking to sell between $6 and $8.
BUY
They were 2,160 BOE's a day last year and he has them doing 3,710 this year, exiting around 4,400/4,500. A good story. Sees them doing $0.68 in cash flow this year and will have cash flow of about $24 million and will spend about $50 million.
PAST TOP PICK
(A Top Pick Jan 7/05. Up 55%.) Was a special story in that they were well undervalued in the resources. Less enthusiastic about it now.
HOLD
Likes the story. The Princess Alderton is their main core area. Have made some acquisitions so they can now resolve the facilities issues. Wants to meet with management so he can update his models.
HOLD
Has done fabulously well for investors, but based on the production they have for them for 2004 and heading into '05, not a lot more near term growth.
TOP PICK
At a slight premium to its net asset value, but they are having a great run. Thinks it can still grow. Possible trust which would give it a value north of $4.
BUY
Feels that a lot of senior oils are in trouble by having a lot of difficulty in replenishing their reserves. Juniors are able to grow their companies a lot more effectively with growth in production and commodity prices. In the juniors, likes True Energy, Gentry and Endev.
TOP PICK
A play on the energy sector in a conservative way. Peers are trading at 1.5/2 X NAV and this one is at its NAV.
HOLD
Has reached target. Hold
BUY
Does not cover the stock. They have been growing production. Stock has been flat for the first half of the year but is beginning to pick up. Has expanded into a full cycle exploration company and have several successful areas.
BUY
Had a great drill program this winter. First time they've kicked in on all cylinders. Extremely disciplined.
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