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Stock Opinions by Brendan Kyne

TOP PICK
(A Top Pick June 15/07. Up 843%.) Massive earnings profile @ $.40 in 08, probably $2 in 09, $3-$3.50 in 2010 and possibly $7 in 2011. Expecting multiple contract announcements this summer. Could be a capacity announcement going from 14,500 metric tons to 20 or 25 thousand metric tons.
misc industrial products
TOP PICK
Potash. New listing on the TSX. Property is located between the 2 biggest potash mines in northern Saskatchewan. There are drill holes in it. Will develop a big resource here. Expect there will be focus on this company in the next 6 to 7 months. Got a 2nd permit today.
chemicals
TOP PICK
Only publicly traded wind power stock he could find. 2 operating fields in California. Older technology and there will be a retro fit in the next year or 2, which will increase efficiency fourfold. Their project Wind Star is the most prolific wind farm in the US and could potentially be worth $200-$300 million when developed.
electrical utilities
PAST TOP PICK
(A Top Pick June 25/07. Down 35%.) Sold his holdings shortly after when the Ecuadorian government declared a royalty tax.
precious metals
PAST TOP PICK
(A Top Pick June 25/07. Down 93%.) This was a drilling target off Bordeaux France. Came up dry.
oil / gas
COMMENT
Agriculture: Food inflation is going to continue to accelerate. With the price of oil going up, shipping costs have to be passed on to consumers. The input costs of growing food products has all gone up as well.
Unknown
BUY
For this stock, you have to have a view that the commodity cycle will continue. Expects it will do quite well.
investment companies / funds
COMMENT
Likes it, but there are better places in the sector. At these levels, it is fairly safe but it would not be his top choice.
other mines
BUY
Large acreage in the Montney B.C. area. Management has always been extremely successful. An excellent acquisition target, possibly by Talisman (TLM-T).
oil / gas
BUY
Caller: Husky Energy (HSE-T) or Petro Canada (PCA-T)?Brendan: Likes Husky better than Petro Canada at this stage as Husky has a really solid management team. Keep a good eye on the cost side. Both stocks will trade in line with what goes on in the commodity price.
oil / gas
BUY
Caller: Husky Energy (HSE-T) or Petro Canada (PCA-T)?Brendan: Likes Husky better than Petro Canada at this stage as Husky has a really solid management team. Keep a good eye on the cost side. Both stocks will trade in line with what goes on in the commodity price.
integrated oils
SELL
Thinks there are better places to play the uranium market.
non-base metal mining
COMMENT
Would like to see the government have a strategy similar to what was done in the last oil crisis where they created Petro Canada. It did very well for the country by spewing a lot of money into government coffers and, when it was sold, was a big windfall for the government. Time has come to create a national alternative energy company at the government level. They should invest $50 to $75 billion and combine geothermal, solar and wind. Would like to see a point where we are completely self-sufficient on the electrical power grid through renewables. Currently about 13% of our electrical power comes from Hydrocarbon consumption, 16% from coal and 14% from nuclear. Surplus power could be sold to the US. 10 years from now oil is going to be astronomically high.
Unknown
DON'T BUY
There have been some delays, which is one of the reasons the stock has not performed well. This is not one of his favourites. They need to execute better.
other services
BUY
Solar cell silicon. Their primary customer is First Solar (FSLR-Q). With First Solar’s tremendous growth this company will continue to see a ramp up of its production. Has traded sideways and is probably a good point of entry. If Democrats get elected, the stock could easily double.
other services
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