Steve Gold
Member since: Jun '04
Research Analyst at
Leeward Hedge Funds

Latest Top Picks

(Past top pick July 7/04. No change.) The fastest-growing oil/gas in production, operating costs or cash flow on the continent. Organic growth. Unhedged.
(Past top pick July 7/04. Down 54%.) Got rid of their position when it violated their 15% stop loss rule. Have bought it back at $10 which is 8 X earnings.
(Past top pick July 7/04. No change.) The fastest-growing oil/gas in production, operating costs or cash flow on the continent.
Top Short Has some inventory problems. Will not meet their sales growth goals thinking their brand equity will make up for valuations. Consumer discretionary funds are going downhill.
When Enbridge sold their position, the stock fell. Has wonderful cash flow growth. Have a lot of money in the bank and will increase their distribution.