A Comment -- General Comments From an Expert

A Commentary

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Analysis and Opinions about A Commentary

Signal
Opinion
Expert
BUY
BUY
May 31, 2004
Solid fundamentals. Good management. A candidate as a takeout.
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Solid fundamentals. Good management. A candidate as a takeout.
TOP PICK
TOP PICK
May 27, 2004
Think this there is potential for some corporate catalysts. Zinc, copper and nickel all got hit when there were concerns about a slowdown in China. Money is starting to move back into the sector.
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Think this there is potential for some corporate catalysts. Zinc, copper and nickel all got hit when there were concerns about a slowdown in China. Money is starting to move back into the sector.
DON'T BUY
DON'T BUY
May 26, 2004
Would not consider the stock even after it comes out of its current procedures.
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Would not consider the stock even after it comes out of its current procedures.
DON'T BUY
DON'T BUY
May 25, 2004
Near bankruptcy. Will probably come out of it, but existing shares will be practically worthless.
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Near bankruptcy. Will probably come out of it, but existing shares will be practically worthless.
TOP PICK
TOP PICK
May 21, 2004
(A top pick Apr 23/04. Down 4%.) Running into a bit of a horizontal trading range. Difficult to pick stocks in a market correction. Still in a good buying range.
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(A top pick Apr 23/04. Down 4%.) Running into a bit of a horizontal trading range. Difficult to pick stocks in a market correction. Still in a good buying range.
TOP PICK
TOP PICK
May 20, 2004
Making sensible acquisitions. Even if housing does slow down, 60% of the doors sold are replacements. 9 X earnings.
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Making sensible acquisitions. Even if housing does slow down, 60% of the doors sold are replacements. 9 X earnings.
DON'T BUY
DON'T BUY
May 19, 2004
Very well diversified. Well exposed to all of the major metals. Pricey, relative to what its opportunities are.
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Very well diversified. Well exposed to all of the major metals. Pricey, relative to what its opportunities are.
TOP PICK
TOP PICK
May 19, 2004
Have had two big success areas. Pembina which is oil and Whitecourt/Goodwin which is natural gas. Have a lot of interesting high impact drilling to do before the end of the year.
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Have had two big success areas. Pembina which is oil and Whitecourt/Goodwin which is natural gas. Have a lot of interesting high impact drilling to do before the end of the year.
DON'T BUY
DON'T BUY
May 18, 2004
The Brazilian investment has become a big sinkhole. May have to withdraw and end up with a loss.
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The Brazilian investment has become a big sinkhole. May have to withdraw and end up with a loss.
TOP PICK
TOP PICK
May 12, 2004
Expanding globally. 12 X trailing earnings and probably 8 X future.
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Expanding globally. 12 X trailing earnings and probably 8 X future.
DON'T BUY
DON'T BUY
May 12, 2004
It bothers him that management held a relatively small amount of shares. Nothing seems to have worked that well for them. Have some good reserves.
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It bothers him that management held a relatively small amount of shares. Nothing seems to have worked that well for them. Have some good reserves.
PAST TOP PICK
PAST TOP PICK
May 10, 2004
(A top pick Oct 1/03. Up 28%.) Still likes. Good outlook for the longer term on metals.
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(A top pick Oct 1/03. Up 28%.) Still likes. Good outlook for the longer term on metals.
DON'T BUY
DON'T BUY
May 7, 2004
Very speculative. Hard to know if they will get the additional funding needed.
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Very speculative. Hard to know if they will get the additional funding needed.
DON'T BUY
DON'T BUY
May 6, 2004
When this is finally consolidated, the existing shares will have far less value than today. Once it gets restructured, it could be a tremendous buy. Current stock is basically worthless.
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When this is finally consolidated, the existing shares will have far less value than today. Once it gets restructured, it could be a tremendous buy. Current stock is basically worthless.
BUY
BUY
May 6, 2004
Has bounced around a bit, but the going forward looks positive. Could be a takeover or a conversion into a royalty trust.
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Has bounced around a bit, but the going forward looks positive. Could be a takeover or a conversion into a royalty trust.
BUY
BUY
April 28, 2004
Even factoring all the bad earnings/news, this stock is worth $37/38. Still has fundamental values.
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Even factoring all the bad earnings/news, this stock is worth $37/38. Still has fundamental values.
BUY
BUY
April 27, 2004
Just came out with very strong earnings.
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Just came out with very strong earnings.
DON'T BUY
DON'T BUY
April 27, 2004
17% yield. 6 1/2/7% yield. In not a lot of coverage, because it is too small for most companies. Have seen the best and you might want to take some profits.
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17% yield. 6 1/2/7% yield. In not a lot of coverage, because it is too small for most companies. Have seen the best and you might want to take some profits.
TOP PICK
TOP PICK
April 23, 2004
After the selloff in 2001/2002 there was a huge base building and it has now just had a breakout. Should now have another up leg.
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After the selloff in 2001/2002 there was a huge base building and it has now just had a breakout. Should now have another up leg.
PAST TOP PICK
PAST TOP PICK
April 22, 2004
(A top pick Jan 28/04. Up 4%.) Very well run company. Huge amount of cash flow is going to come out in the next few years which they will use to buy back shares.
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(A top pick Jan 28/04. Up 4%.) Very well run company. Huge amount of cash flow is going to come out in the next few years which they will use to buy back shares.
TOP PICK
TOP PICK
April 22, 2004
Has been hit, mainly because of Brazil but they're starting to get their heads around it. A good defensive place to be.
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Has been hit, mainly because of Brazil but they're starting to get their heads around it. A good defensive place to be.
DON'T BUY
DON'T BUY
April 22, 2004
Valuation is good. Would prefer to own Magna which would give you more diversity.
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Valuation is good. Would prefer to own Magna which would give you more diversity.
BUY
BUY
April 21, 2004
Feels there's a big enough safety buffer between the present price and what it's worth based on earnings.
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Feels there's a big enough safety buffer between the present price and what it's worth based on earnings.
STRONG BUY
STRONG BUY
April 21, 2004
Thinks it is fantastic value. Have been increasing their reserves.
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Thinks it is fantastic value. Have been increasing their reserves.
BUY
BUY
April 19, 2004
One of the smaller producers. About 8000 barrels going to 12,000. Good growth prospects.
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One of the smaller producers. About 8000 barrels going to 12,000. Good growth prospects.
HOLD
HOLD
April 8, 2004
In the zone that they could get acquired or, they could ultimately change into that trust.
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In the zone that they could get acquired or, they could ultimately change into that trust.
DON'T BUY
DON'T BUY
April 2, 2004
Questionable whether the equity will be worth anything when all is done. Very speculative.
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Questionable whether the equity will be worth anything when all is done. Very speculative.
TOP PICK
TOP PICK
April 2, 2004
It had a number of big successes at Pembina. Presently producing about 3100 BOE's a day. By the end of this year, they should be north of 4500. Growth is all been done with the drill bit, not acquisitions.
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It had a number of big successes at Pembina. Presently producing about 3100 BOE's a day. By the end of this year, they should be north of 4500. Growth is all been done with the drill bit, not acquisitions.
WEAK BUY
WEAK BUY
April 1, 2004
Expects a little bit of growth. Better growth stories in the junior gas area.
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Expects a little bit of growth. Better growth stories in the junior gas area.
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