A Comment -- General Comments From an Expert

A Commentary

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This company is not ACTIVE.

Analysis and Opinions about A Commentary

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 6, 2005
A "wait and see" situation. Not very expensive. Buyers are not ready to pay high multiples. Not the lowest cost producer.
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General Market Comment
January 6, 2005
A "wait and see" situation. Not very expensive. Buyers are not ready to pay high multiples. Not the lowest cost producer.
PAST TOP PICK
PAST TOP PICK
January 5, 2005
(A Top Pick Oct 27/04. Up 10%.) May sell their holdings. Will vote against the merger with Coors.
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General Market Comment
January 5, 2005
(A Top Pick Oct 27/04. Up 10%.) May sell their holdings. Will vote against the merger with Coors.
DON'T BUY
DON'T BUY
January 5, 2005
His least favourite mining stock in Canada. Always had good assets, but management has never realized the potential. Brascan has put the company up for sale, but no one has been interested.
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General Market Comment
January 5, 2005
His least favourite mining stock in Canada. Always had good assets, but management has never realized the potential. Brascan has put the company up for sale, but no one has been interested.
HOLD
HOLD
January 5, 2005
Prefers the underlying operating company Falconbridge, but this will do fine.
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General Market Comment
January 5, 2005
Prefers the underlying operating company Falconbridge, but this will do fine.
WAIT
WAIT
December 31, 2004
You have to believe in natural gas to own this trust. Natural gas looks shaky for the next 2/3 months. Storage levels are high. Has a nice reserve life and a good balance sheet. You'll have a better opportunity to buy or add in the spring time.
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General Market Comment
December 31, 2004
You have to believe in natural gas to own this trust. Natural gas looks shaky for the next 2/3 months. Storage levels are high. Has a nice reserve life and a good balance sheet. You'll have a better opportunity to buy or add in the spring time.
BUY
BUY
December 31, 2004
Even without China this stock should be selling close to $28/30. On a Price to Cash Flow basis, it is among the cheapest. Likes minerals going forward.
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General Market Comment
December 31, 2004
Even without China this stock should be selling close to $28/30. On a Price to Cash Flow basis, it is among the cheapest. Likes minerals going forward.
DON'T BUY
DON'T BUY
December 29, 2004
The assets of this company have been worked over by a number of management teams. Having difficulty growing it. Higher risk gas reserves in the Rocky Mountain area in ALberta. Not too enthusiastic on the prospects for the future.
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General Market Comment
December 29, 2004
The assets of this company have been worked over by a number of management teams. Having difficulty growing it. Higher risk gas reserves in the Rocky Mountain area in ALberta. Not too enthusiastic on the prospects for the future.
PAST TOP PICK
PAST TOP PICK
December 29, 2004
(A Top Pick Aug 25/04. Up 25%.) Grown production very dramatically. A lot of interesting exploration prospects.
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General Market Comment
December 29, 2004
(A Top Pick Aug 25/04. Up 25%.) Grown production very dramatically. A lot of interesting exploration prospects.
N/A
N/A
December 29, 2004
Bonds and fixed income is difficult and of little interest to us. Nothing came up tonight that was of any value for this site. Sorry.
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General Market Comment
December 29, 2004
Bonds and fixed income is difficult and of little interest to us. Nothing came up tonight that was of any value for this site. Sorry.
HOLD
HOLD
December 23, 2004
Continue holding to see how the takeover plays out, but don't buy.
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General Market Comment
December 23, 2004
Continue holding to see how the takeover plays out, but don't buy.
HOLD
HOLD
December 15, 2004
Have been for sale. Feels that a buyer could pay $24, maybe $26 tops and still make some money.
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General Market Comment
December 15, 2004
Have been for sale. Feels that a buyer could pay $24, maybe $26 tops and still make some money.
BUY
BUY
December 14, 2004
OPTIONS: In the last 50 years, 63% of the total return on equities has been driven by dividends. Cash flow is a very important component in a total return, but most people buy as they are looking for that great growth story. They tend to do covered option writings and take in "option premiums" which enhances the cash flow and forgoes some of the potential upside. E.G. - Bank of Nova Scotia is about $39 now. Sell an option for $40. In the interim, you get about $1.28 dividends. If the stock reaches $40 in 6 months, you have made $1.28, plus $1 on the stock plus $1.50 option premium.
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General Market Comment
December 14, 2004
OPTIONS: In the last 50 years, 63% of the total return on equities has been driven by dividends. Cash flow is a very important component in a total return, but most people buy as they are looking for that great growth story. They tend to do covered option writings and take in "option premiums" which enhances the cash flow and forgoes some of the potential upside. E.G. - Bank of Nova Scotia is about $39 now. Sell an option for $40. In the interim, you get about $1.28 dividends. If the stock reaches $40 in 6 months, you have made $1.28, plus $1 on the stock plus $1.50 option premium.
BUY
BUY
December 13, 2004
Gold-Going through a pause that refreshes, especially at year end now, it'll be useful for the market to consolidate its really nice gains and into 2005 with the foundation needed to get to that very critical $500 area. Expect by the 1st quarter we'll have a good run at it, but really think that by the summer time we'll have tested it and one of the main reasons is that the honeymoon period for George Bush will be over and some of the geo-political things that have been moved to the back burner since the election will be moved to the forefront again and that will assist and go along with the resolution of the US$ decline. The best way to play this is to own the physical bullion by owning shares that are now trading down in the states. They used to say the proxy for owning gold was mining shares, but this seems to have been disproven. If you want to be very speculative, that is where the mining shares come in.
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General Market Comment
December 13, 2004
Gold-Going through a pause that refreshes, especially at year end now, it'll be useful for the market to consolidate its really nice gains and into 2005 with the foundation needed to get to that very critical $500 area. Expect by the 1st quarter we'll have a good run at it, but really think that by the summer time we'll have tested it and one of the main reasons is that the honeymoon period for George Bush will be over and some of the geo-political things that have been moved to the back burner since the election will be moved to the forefront again and that will assist and go along with the resolution of the US$ decline. The best way to play this is to own the physical bullion by owning shares that are now trading down in the states. They used to say the proxy for owning gold was mining shares, but this seems to have been disproven. If you want to be very speculative, that is where the mining shares come in.
DON'T BUY
DON'T BUY
December 8, 2004
Fully valued. Not sure there will be a take-out. Will be hurt badly by a strong Cdn$ as all their costs are based on this currency, but their revenues are in US$'s.
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General Market Comment
December 8, 2004
Fully valued. Not sure there will be a take-out. Will be hurt badly by a strong Cdn$ as all their costs are based on this currency, but their revenues are in US$'s.
TOP PICK
TOP PICK
December 6, 2004
Selling CALLS against existing security positions. One of two things will happen. You'll either end up selling your stocks at a higher than current level or, if the market goes down, you are partially protected against the downside. A conservative way of investing, particularly for next year, when markets will probably not do that well.
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General Market Comment
December 6, 2004
Selling CALLS against existing security positions. One of two things will happen. You'll either end up selling your stocks at a higher than current level or, if the market goes down, you are partially protected against the downside. A conservative way of investing, particularly for next year, when markets will probably not do that well.
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