TRADE
Fairly cyclical and dependent on oil industry spending. Very profitable. Market may be discounting the eventual rolling over at the peak of its cycle of its earnings. This may be the reason for the stagnant share price in the range.
BUY
Try to focus on Energy companies where they see actual volume growth to try to mute the impact of changing commodity prices.
BUY
Try to focus on Energy companies where they see actual volume growth to try to mute the impact of changing commodity prices.
BUY
Try to focus on Energy companies where they see actual volume growth to try to mute the impact of changing commodity prices.
DON'T BUY
They are so big they have to discover a lot of oil and gas reserves and bring them on line just to stand still. Very attractive and well-managed, but growth potential is problematic because of the size of the business.
BUY
Extremely well managed. Have a very long track record of consistent earnings growth. There is a bit of a premium to participate, but even with Wal-Mart coming into Canada, they haven't missed a beat.
BUY
If they increase their dividend, don't expect a big jump in the stock price because it is already discounted to a certain extent. Solid story with a 4% yield. Most analysts have targets in the low $30's, which gives it a 10% increase plus the dividend.
DON'T BUY
The trouble with this company is that they report in US$. Good business and globally diversified but very sensitive to changes in currency.
BUY
A very low-cost operation. Zinc has been a laggard but recently there has been some rationalization in the zinc market. Operating very intelligently. If you think the economic recovery is going to continue, particularly in the Far East, buy.
DON'T BUY
Very dependent on oil industry spending. Very profitable. Haven't shown a lot of growth. Hours flown are slowly declining. Need some new contracts to create some excitement in the stock price.
BUY
A real success story. A regulated utility, so nothing fancy. Where they see significant upside potential is to get their costs in Alberta and B.C. down to $250 a year per customer, as they have in Newfoundland.
WATCH
Feels that gold shares have run well ahead of the gold commodity. As long as gold continues to rise, it will create pressure on the price of gold stocks. Easy money has already been made in this sector.
DON'T BUY
Still a turnaround play. Management has done a great job stabilizing the situation. Sales are flat, no growth, and they are approaching break even. Not sure where the growth will come from and the stock looks expensive.
DON'T BUY
A turnaround situation. The aircraft industry is suffering from problems with the sale of business jets being weak and regional jets are not growing that fast. Very stiff competition from Enbrior in Brazil.
DON'T BUY
Has a very impaired balance sheet. There is a risk of receivership. Not very profitable and have a lot of debt. A lot of unfunded pension liabilities.