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Stock Opinions by Hugh Cleland, CFA

BUY
One of the few IPO’s in the last 6 months that is at its issue price. It has 2 businesses, wallpaper and the euro. They are growing nicely with a couple of blue-sky scenarios in passports that they may be able to work on over the next couple of years.
paper products / business forms
TOP PICK
Natural gas. Their prospects have been transformed by the announcement from Forest Oil (FST-N) of a discovery in the St. Lawrence.
oil / gas
TOP PICK
Software developer. Prepaid distribution networks in Canada and have just expanded into the US. Revenue generation should start in the US now. Should generate $.08 in earnings over the next 12 months followed by possibly $.15.
computer software / processing
STRONG BUY
Krill oil that has a number of therapeutic benefits. Just signed an agreement for global distribution of an omega 3 product. Just got a patent on their pharmaceutical product for boosting of HDL levels.
biotechnology / pharmaceutical
BUY
Have equipment to allow 2-way radio for mining and are just waiting for approval from the mining regulatory body.
computer software / processing
COMMENT
TV over the Internet. Had to change their revenue model, which was a big disappointment to investors. He will be meeting with them to try to reassess what is going on. Management has a great concept if they can execute on it.
communications / media
COMMENT
Have a platform for Windows CE devices and potentially cell phone systems. Samsung are looking at this. Not cheap. He would like to see more evidence of execution. He will be meeting with them shortly to get an update.
computer software / processing
BUY
Fans of this company are still waiting for the announcement of a contract with FedEx to come out. He is pleased with the company.
electrical / electronic
COMMENT
Have a product that would take fibre to the home. Has a high regard for the management team for what they have achieved and where they are going. It was always 2 steps ahead of where he could get his head around valuation. Leading edge technology. A “waiting on blue skies” story.
computer software / processing
WEAK BUY
Uranium has long-term drivers. Has been weak lately. One of the very few Uranium stocks we own. They have a massive resource in Sweden, they have the government on their side.
other mines
BUY
It became a victim of the credit crunch. Had great catalysts recently, they’re announced they have regulatory permission to go into production offshore of California. Will be the turning point for the stock. Target of over $6.
oil / gas
WEAK BUY
We own more than 10% of this company. Has been a disappointment, because of a very illiquid small cap market. They’re hoping to have some initiatives around the Olympics. They have a competitive advantage. We’re willing to be patient.
electrical / electronic
BUY
They produce blue boxes for airplanes, which act as communication nodes. Only company out there that does it. They have a number of upcoming catalysts. We own more than 10% of this company. Have liked it for a long time.
Transportation
BUY
Buyers at the $40 level. The energy stock with the biggest upside over the next 5-10 years. Really like it, expect it to be a core position in the next few years.
oil / gas
VAGUE
They offer hearing protection, some believe their system is significantly different. Interested in it at this price.
Consumer Products
Showing 1 to 15 of 204 entries