Doesn't feel this is the type of ccompany that belongs in an income trust because revenue is not steady enough and they have to keep putting money back in the business. Not sure when or if the distributions will come back.
(A Top Pick Jan 23/03. Up 100%.) Market is wondering how the company is going to use the money they raised via a debenture. Loves their alliance with IBM and wouldn't be surprised by an IBM takeover. Too early to tell. Still a Buy.
Company is still in a tough spot. Pension liability and debt are still there. You could end up with only $0.30 on the $1 if they are liquidated, but if it goes ahead, it'll be a home run.
Interesting. Definitely a contrarian pick. Have to be careful of trying to catch a falling knife. Good management, but a big boat to turn around. A lot of debt and a lot of writedown.
Retail side is struggling. Real estate assets carried on the books is probably less than the true value. Has a suspicion that WalMart has peaked. If a takeover, price will be between current price and $18. If not, stock will drop back.
Not a contrarian stock. Still in the sexy kind of biotech miracle cure stage. Got way ahead of itself. Have a lot of egss in one basket which makes them vulnerable. A lot of competition. Needs to be cheaper and more product diversification.
Copper is marking time right now. Cyclical and depends on the economy. Good deposits. Had hoped for a partner to develop the deposit. Could be a takeover.
6 1/2% yield is pretty small. Good company. Has been a lot of consolidation in the coal industry and the revenue stream can be interupted by strikes, storms, etc.
The industry was very hard hit by the outsourcing phenomena. Over $300 million in sales. Very modest market cap. No debt. Have now made a bit of money.
