WEAK BUY
Has done quite well, but would look at one or two others before adding to my holdings. Should be good production profile going forward. Getting fully valued.
BUY
Likes the outlook of some of the base metals. Well exposed to zinc, copper and some gold. Well-managed company.
PAST TOP PICK
(Past top pick Mar 30/04. Up 4%) Still likes. Exceptionally well managed. Likes their acquisition of Tom Brown.
PAST TOP PICK
(Past top pick Mar 30/04. Up 12.6%) Still likes. Estimates seemed to be getting revised upwards continually.
DON'T BUY
A lot of speculation on takeover rumors. This could create significant upside if that happens, but pure speculation at this time.
DON'T BUY
Fuel prices are very high. A lot of uncertainty regarding the restructuring of the airline sector.
DON'T BUY
Fairly high risk outlook. Has been extremely profitable and successful. Price is good, but there are the geographical/political risks.
BUY
Feels that the momentum towards outsourcing is going to continue. Can participate in a significant way on a worldwide scale. Earnings prospects going forward are quite good.
HOLD
Has been dropping due to concerns on interest rates but reaching a price level where it could stabilize.
HOLD
Feels the stock price should do fairly well over the next two years. Outlook for nickel is quite strong.
DON'T BUY
Too many questions regarding what their statements should look like and will there be more restatements. A speculation.
BUY
Has been a top pick in the past and they continue to like it. Extremely well-run company. Expects them to bring on new products.
WEAK BUY
Trying to refocus and put in a new strategy going forward. Earnings momentum has slowed.
TOP PICK
Throwing off so much cash now that they are taking advantage of the opportunity to employ it and build positions. Should cash flow about $12 this year.
TOP PICK
Selling at just about book value. Profitability is just beginning to turn. Packaging products are getting good price increases. Well managed company.