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Steve Gold
Research Analyst at Leeward Hedge Funds
Member since: Jun '04 · 55 Opinions
Rating
Big Win
Win
Neutral
Loss
Big Loss
Stock Opinions by Steve Gold
DON'T BUY
A good company with a good business. A risky business which will affect valuations. Better places to put your money.
entertainment services
$29.400
Unknown
BUY
Good company. Likes what they've done in Québec. Have a very strong brand.
breweries / beverages
BUY
Tech sector has been beaten up and it is a question as to when business will start buying products. Longer-term, this is a good company.
electrical / electronic
DON'T BUY
A " show me" story. Have good products and great distribution, but it's a matter of will the market attribute valuation multiple in line with its peers.
Healthcare
WEAK BUY
Not a bad company but Zellers has trouble because of Wal-Mart. A significant real estate portfolio which is probably twice what the stock is trading at now.
department stores
DON'T BUY
Has probably been bid up because of rumors of them going into a trust. Has a history of setting goals which are hard for them to beat.
oil / gas
TOP PICK
(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.
oil / gas
PAST TOP PICK
(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.
food services
PAST TOP PICK
(Past top pick July 7/04. No change.) The fastest-growing oil/gas in production, operating costs or cash flow on the continent.
medical services
BUY
Likes this income fund. It is a sustainable business. A solid company with solid cash flows.
merchandising / lodging
STRONG BUY
Very bullish on oil. This is one of the better companies to own. It will dip at times so can be used as a trader.
oil / gas
BUY
Likes the space that they operate in. Getting contracts in China which is where the growth is going to come from.
electrical / electronic
BUY
Off about 42% this year. Longer term, money will flow back into technology and this company will be at the front of the line.
electrical / electronic
DON'T BUY
An extremely small company with very little exposure and you may have to wait a long time. Better places to put your money.
food processing
BUY
A wonderful company to own. There is lots of talk about the company getting taken out. A well-run, clean company. Amazing exposure to the booming oil/gas sector.
oil / gas field services
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