Stock Opinions by Robert Floyd - Stockchase Experts
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Robert Floyd @

On Stockchase since : Nov 2000

President at R A Floyd Management

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Robert Floyd Latest Top Picks...

Stock Opinions by Robert Floyd - Stockchase Experts

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TOP PICK
Bombardier Inc (B)(BBD.B-T) 

January 15, 2009

Aerospace and mass transit. Margins have been improving dramatically. Have decent cash to support their working capital. Strong backlog. Good infrastructure play.
transportation equip & components
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Aerospace and mass transit. Margins have been improving dramatically. Have decent cash to support their working capital. Strong backlog. Good infrastructure play.
transportation equip & components
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0 comments
Robert Floyd

President, R A Floyd Management...

Price Price
$4.750
Owned Owned
Yes

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TOP PICK
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.
Cable
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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.
Cable
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0 comments
Robert Floyd

President, R A Floyd Management...

Price Price
$33.290
Owned Owned
Yes

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TOP PICK
Kinross Gold(K-T) 

January 15, 2009

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.
precious metals
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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.
precious metals
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Robert Floyd

President, R A Floyd Management...

Price Price
$20.900
Owned Owned
Yes

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PAST TOP PICK
(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.
Telecommunications
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(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.
Telecommunications
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Robert Floyd

President, R A Floyd Management...

Price Price
$3.270
Owned Owned
Yes

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PAST TOP PICK
Denison Mines Corp(DML-T) 

January 15, 2009

(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.
non-base metal mining
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0 comments
(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.
non-base metal mining
0 0 0 0 0
0 comments
Robert Floyd

President, R A Floyd Management...

Price Price
$1.380
Owned Owned
Yes

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PAST TOP PICK
Vero Energy Inc.(VRO-T) 

January 15, 2009

(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.
oil/gas
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(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.
oil/gas
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Robert Floyd

President, R A Floyd Management...

Price Price
$4.900
Owned Owned
Yes

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BUY
Agnico-Eagle Mines(AEM-T) 

January 15, 2009

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.)
precious metals
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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.)
precious metals
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0 comments
Robert Floyd

President, R A Floyd Management...

Price Price
$60.220
Owned Owned
Unknown

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COMMENT
General Market Comment 

January 15, 2009

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

President, R A Floyd Management...

Price Price
$0.020
Owned Owned
Unknown

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HOLD
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.
food services
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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.
food services
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0 comments
Robert Floyd

President, R A Floyd Management...

Price Price
$31.000
Owned Owned
Unknown

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COMMENT
Suncor Energy Inc(SU-T) 

January 15, 2009

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.
integrated oils
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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.
integrated oils
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0 comments
Robert Floyd

President, R A Floyd Management...

Price Price
$26.850
Owned Owned
Unknown

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COMMENT
BCE Inc.(BCE-T) 

January 15, 2009

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.
telephone utilities
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0 comments
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.
telephone utilities
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0 comments
Robert Floyd

President, R A Floyd Management...

Price Price
$24.350
Owned Owned
No

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BUY
BlackBerry(BB-T) 

January 15, 2009

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.
electrical/electronic
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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.
electrical/electronic
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0 comments
Robert Floyd

President, R A Floyd Management...

Price Price
$62.000
Owned Owned
No

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DON'T BUY
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.
Transportation
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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.
Transportation
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0 comments
Robert Floyd

President, R A Floyd Management...

Price Price
$43.410
Owned Owned
Unknown

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PARTIAL BUY
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.
precious metals
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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.
precious metals
0 0 0 0 0
0 comments
Robert Floyd

President, R A Floyd Management...

Price Price
$3.450
Owned Owned
Yes

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BUY
Petro-Canada(PCA-T) 

January 15, 2009

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.
integrated oils
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0 comments
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.
integrated oils
0 0 0 0 0
0 comments
Robert Floyd

President, R A Floyd Management...

Price Price
$29.130
Owned Owned
Unknown

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