TOP PICK
A better value way to play Loblaws. Bakery situation in the US has pulled them back. Expect this will turn around. Good price.
BUY
Incredibly good management. Expects them to do $.10/$.12 in earnings this year.
WAIT
Has a great product. Had some accounting issues. Expects they will succeed in the long term. Have to start showing sales. A " show me" company.
TOP PICK
Has an interesting pipeline of products. An early stage product is a diabetes treatment.
DON'T BUY
Management has done a great job in bringing this company back from the dead. Not sure how much they can grow. Probably fairly valued.
DON'T BUY
An exceptionally well-run company. Relative to the other printers, it is an expensive stock. Good track record deserves a premium, but prefers a pure cyclical play.
BUY
Have a good technology and a well-run company. The question is, when do they get approval in the US for their commercialization of their ultraviolet scope.
TOP PICK
Have proven up 2,000,000 tons of rock which, at $300 a ton makes it a low risk exploration play. Cheap.
TRADE
Have had problems doing commercial production of silk fibers.
DON'T BUY
Trying to raise finances to move into the US market which could be risky. Fairly valued.
DON'T BUY
An interesting company. Most of their business is with one customer, so is something happened to that deal, it could be a problem. Would consider buying under five dollars.
TOP PICK
Didn't have a great first quarter. Long-term, the fundamentals are good. They've been putting up new orders and the backlog is good. A year from now they should have a good amount of earnings. Have to refinance their debt which is due next April.
DON'T BUY
Management should have done a better job on their guidance of growth for this year. Overpromised. Disappointing first-quarter.
DON'T BUY
Last quarter was profitable. Likes the company. Quite a lumpy business right now. Have some good contracts. Not profitable yet.