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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.
steel
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.
metal mines
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.
Unknown
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.
misc consumer products
BUY
Farmed out about 2/3 of their holdings rather than risk their capital. Good strategy.
oil / gas
BUY
Sold some convertibles which kneecaps the stock when it gets into the money. Sold some at that time. Still some upside.
integrated oils
BUY
Well managed and well financed. Takeover is a possibility.
misc industrial products