BUY
One of the low cost producers in the oil patch. Looking for $1.15 cash flow this year.
BUY ON WEAKNESS
Likes natural gas. Good management team. Keeping their debt down. Looking for a $2.00 distribution. Buy below $16.
BUY
Turning into a trust will be positive and should not affect the dividend. Will buy the trust for a long term stable income.
DON'T BUY
If the market cap shrinks much further, it could get de-listed from the TSX. Still is having a tough time and doesn't see a turn any time soon.
DON'T BUY
One of the best balanced trusts with 45% oil and 45% gas. Not a favourite as they prefer a heavier weighting in gas.
HOLD
Expect financials to mark time for the moment. The royal is their #1 and TD is #2. Likes their move into the US.
DON'T BUY
Not a fan of class A/B shares in stocks. Management has created some problems. Prefers other forms of well services.
BUY ON WEAKNESS
Would prefer to buy in the mid to high $30's. Higher Cdn$ is hurting.
DON'T BUY
Earnings from their finance division exceeded profits from all other areas. Would consider their r year convertibles.
TOP PICK
(Was a top pick on Apr 22/03. Up 9.6%.) Unique in North America. Earnings are expected to be $1.23 this year and $1.67 next, but thinks it will be higher.
TOP PICK
(Was a top pick on Apr 22/03. Up 58%.) Some highly profitable military contracts are becoming available and feels they will participate.
BUY
First class management. Good yield. A good long term hold.
HOLD
One of the better ones to own if you like gold.
SELL
Too short a reserve life.
DON'T BUY
Coal business is very tough. There have been some disappointments on the level of distributions.