BUY
Watching as it has dropped quite a bit. A good insurance bet in a portfolio as it is based in the anti-terrorists sector. Decent company with decent growth prospects.
BUY
Big upside over the next couple of years. Have some significant prospects. His favourite in oils.
HOLD
Not a fan of junior golds at this time. Likes this company. Didn't raise money during the recent gold craze. A producing company now. A little pricey.
DON'T BUY
Have some troubles in Eritrea and doesn't expect this to be resolved in the near term. Well financed.
BUY ON WEAKNESS
A pretty decent company. Got smeared with the same brush as Conjuchem. Doesn't expect anything this year as it will probably be sold as a tax loss. OK for the long term.
PAST TOP PICK
(A Top Pick July 8/04. Up 22%.) Likes it even more as they recently bought Alanx Wear Solutions which is tied into some US customers. Perfect business strategy.
PAST TOP PICK
(A Top Pick July 8/04. Up 16%.) Also pays a 5% dividend. A very well run company. When the steel cycle turns, their cash flow will actually increase. Would still buy.
PAST TOP PICK
(A Top Pick July 8/04. Up 12%.) Came out with some drill results that were pretty good. This is early stage. Drilling in Sudbury and Falconbridge owns a piece of the company.
BUY
Whne a conversion to a trust is announced, it is better to hang around for awhile as there are usually a whole new bunch of buyers getting in. After the split, both pieces should do OK.
BUY
A fabulous company that's well run. Great balance sheet. In a big battle with Lego. Have some good new products and the Christmas season will be fine.
BUY
Farmed out about 2/3 of their holdings rather than risk their capital. Good strategy.
BUY
Sold some convertibles which kneecaps the stock when it gets into the money. Sold some at that time. Still some upside.
BUY
Well managed and well financed. Takeover is a possibility.
WEAK BUY
Not aware of any upcoming short term catalysts. Continuing with their trials. Never had bad results. Very volatile and still early stage.
BUY
Still has some upside. Prospects are pretty high. A $2 billion market cap, so a lot of people are watching and success may be priced in now. If they had any bad drill results, it would create a big hiccup. Could be a takeover.