Robert Floyd

Aerospace and mass transit. Margins have been improving dramatically. Have decent cash to support their working capital. Strong backlog. Good infrastructure play.

Good financing in August to pay for their broadband purchase and flush out the balance sheet. Very strong cash flow. Yield of 3% plus. Good price.

Showed tremendous production growth in 08 and hope to increase production to 1.8-1.9 million ounces of gold equivalent in 09 and moving to 2.4-2.5 million in 2010. Good cash position.

(A Top Pick Jan 15/08. Down 3.9%.) Last quarterly report was extremely strong. Company has shown the ability to withstand this down like. Have a very decent backlog and earnings are a lot stronger. A Buy.

(A Top Pick Jan 15/08. Down 83.7%.) Uranium prices dropped and companies got pounded. Added to his position at about $.85. Current spot for uranium is around $51 with long-term contracts trading around $70. Recently did an issue, which flushed out their balance sheet. Well set up for 09.

(A Top Pick Jan 15/08. Down 32.9%.) Just announced some production numbers which are quite strong. Exited 2008 at around 8800 BOE's a day. Growth rate of about 40%. A Buy.

One of the stronger growth companies. One of the “go to” stocks in the larger gold producers. Would also include Kinross (K-T) and Goldcorp (G-T) in that category. (See Top Picks.)

Gold: Bullish on the outlook for gold and expects it will trade over $1000 sometime this year.

A consumer discretionary that has held up relatively well in this environment. A lot of the players are starting to cut costs in the area of breakfasts. Had a problem with growth in the US which is something to watch out for.

Some analysts are marking this down because of crude prices. Production numbers did not look too bad. Numbers will be coming out in a couple of days so you can get a better sense of the outlook for 09.

Hasn't been a fan but it started looking attractive in the low $20's. Fixed phone lines is a weak and dying business but their wireless side is doing quite nicely. Cutting costs. Yield is good for income investors but wouldn't buy for growth.

In the $50's represented decent value. Still faces a fair amount of competition. A lot of new products are coming to bear on the marketplace, which will put a lot of pressure on the Blackberry. Very strong company that are continuing to look at advancements in the product.

Diversification through their acquisition in the US will help them. However, a lot of major companies that use haulage to transport are declining significantly. This kind of company will be in a bear market until the economy starts to bottom out.

Got down to a level where it makes some sense to dip your toe in. Over time, it will do okay. Controlling their budget by curtailing some exploration.

Falling under the pressures of the commodity. Trades at about 3X earnings, which makes it a good time to step in. Have had some issues. Fort Hills project has had increased costs.