(A Top Pick Jan 14/05. Up 7%.) Looking for higher gold prices and this is an anchor for the world's best. Profitable with growth opportunities. Trades at reasonable valuation to net asset value.
US government is trying to come up with a bipartisan bill to encourage digitalization of information. This company is a leading participant in digilazation of health technology. Not a cheap stock, but sees a lot of growth opportunity.
What will be emerging over the next decade is more health care and cheaper. Attractive price. A good consevative way to participate in a growth sector.
Expecting a moderation in energy prices, so either have a long term view or be very careful in the short term. Small caps have been trading at trust-like valuations. Have been bid up too high. Feels seniors are better value.
Expecting a moderation in energy prices, so either have a long term view or be very careful in the short term. Small caps have been trading at trust-like valuations. Have been bid up too high. Feels seniors are better value.
Feels that resources, and gold in particular, will be in a long term cycle. Gold is starting to show its true value in various currencies. This stock is a reasonable marker.
Feels that resources, and gold in particular, will be in a long term cycle. Gold is starting to show its true value in various currencies. This stock is a reasonable marker.
A very interesting asset base that has much higher value into the next decade. Doing well and finding partners. There will be implementation risks. It's early on in the game and is trading at discounted valuations. At a reasonable price.
A very interesting asset base that has much higher value into the next decade. Doing well and finding partners. There will be implementation risks. It's early on in the game and is trading at discounted valuations. At a reasonable price.
The energy services sector still has many years of opportunity ahead. Believes that a full valuation for the company, post all of its restructuring, is still 15% higher than current. Will require some patience.
The energy services sector still has many years of opportunity ahead. Believes that a full valuation for the company, post all of its restructuring, is still 15% higher than current. Will require some patience.
Business outlook for them is very strong. The rigs are in high demand. Doing tremendously well and the stock has reflected some of that opportunity, so he wouldn't expect a super charged return period without the price of oil charging much higher from here.
Business outlook for them is very strong. The rigs are in high demand. Doing tremendously well and the stock has reflected some of that opportunity, so he wouldn't expect a super charged return period without the price of oil charging much higher from here.
Will probably take some time for them to get their permitting in place, but they will overcome the challenges. Share price has come back a lot. A reflection of the gold industry. A tough business.
Will probably take some time for them to get their permitting in place, but they will overcome the challenges. Share price has come back a lot. A reflection of the gold industry. A tough business.
(A Top Pick Jan 14/05. Up 7%.) Looking for higher gold prices and this is an anchor for the world's best. Profitable with growth opportunities. Trades at reasonable valuation to net asset value.
(A Top Pick Jan 14/05. Up 7%.) Looking for higher gold prices and this is an anchor for the world's best. Profitable with growth opportunities. Trades at reasonable valuation to net asset value.
One of the companies that is at the relative outperformance at the company level. A little cautious on the entire oil sector. Expect there will be a pull back on share prices.
One of the companies that is at the relative outperformance at the company level. A little cautious on the entire oil sector. Expect there will be a pull back on share prices.
Still a cheap stock. Feels there are still some catalysts that it will go through. Feels they will find value through trusting of operations. There is a feeling that the Australian/New Zealand operations are not growing as had been hoped, so the company might have to go through a period were it's quiet.
Still a cheap stock. Feels there are still some catalysts that it will go through. Feels they will find value through trusting of operations. There is a feeling that the Australian/New Zealand operations are not growing as had been hoped, so the company might have to go through a period were it's quiet.
Feels they are seeing the challenge of the energy space going forward and are moving into many different areas and geographical spaces to take advantage of future prospects. High return. Well run. Good long term hold. Moderate valuations.
Feels they are seeing the challenge of the energy space going forward and are moving into many different areas and geographical spaces to take advantage of future prospects. High return. Well run. Good long term hold. Moderate valuations.