BUY ON WEAKNESS
Should see a little bit of upsurge. Fully valued in the high teens.
WAIT
Has been undergoing margin pressures preparing for Wal-Mart. About 10 X next year's earnings, so is very cheap. Wait to see when Loblaws margin compression comes to an end.
BUY
Pretty good drilling results, but negative financial results. A relatively high cost producer. It will recover and be one of the best percentage gainers when gold turns around.
BUY
Reported good numbers and gave guidance for revenues increasing good entry point. 11%.
BUY
Merging with Inmet. Going forward, the combined company is going to be "the" copper play. Good entry point, but no rush.
STRONG BUY
A fairly amazing buying opportunity at this price. Has dropped with the materials sector.
TRADE
Merging with Aur which will make it a major copper producer.
DON'T BUY
Some analysts are saying it is worth $2.50 and you should buy at this price in the hopes that it will get taken over. Very high risk.
PAST TOP PICK
(A top pick Apr 1/04. Down 7%.) Still likes. Doing all the right things. Will be net debt free by the end of the year. A cash flow machine right now.
PAST TOP PICK
(A top pick Apr 1/04. Down 12.5%.) Still likes. Just announced the spinning out of the rolling aluminum business. Will be marginally positive.
PAST TOP PICK
(A top pick Apr 1/04. Down 6%.) Still likes. Valuation is very cheap.
BUY ON WEAKNESS
Taking over Tom Brown in Colorado. This creates an overhang for a while. A good, long-term use of proceeds. A good entry point is $53/54.
DON'T BUY
A dual share structure where he feels there's a lack of corporate governance. Trading at 18 X this year's and 14 X next year's earnings is decent, but not compellingly cheap.
DON'T BUY
In a tough industry. Doesn't like the industry or its future. Has been winning some contracts on the simulator side. Would only consider buying at 10 X earnings.