HOLD
One of the top rated junior companies. Doubts if it will become a trust. Limited upside.
SELL
Use as a tax loss.
TRADE
A spinoff from the National Research Council. Speculative. Likes it but hasn't done well. Doesn't know where it's going.
BUY
Environment for software companies has been dreadful but things are starting to turn. Basic business is atrophying so are trying to take on new licenses. Believers.
BUY
One of his favourite income trusts.
DON'T BUY
Not a fan of management. Dividend may have to be cut.
SELL
Likes it, but the market doesn't. Would probably switch into Peyto, Focus, Acclaim or Shining Bank.
PAST TOP PICK
(A Top Pick July 5/04. Down 8%.) Sold at a profit. Likes the story, but too many people say it's too expensive on a price to cash flow basis.
BUY ON WEAKNESS
A good hold for 3 years. Wet summer making it difficult to move drilling rigs and 3rd quarter will be down. Would buy on weakness. 2 new products coming on stream.
TOP PICK
(A Top Pick July 5/04. Up 26%.) Big in natural gas in B.C. and Alberta. Have a good position in the oil sands. Good cash flow from North Sea. Great exposure off north west Africa.
TOP PICK
(A Top Pick July 5/04. Down 2.7%.) Business is very logical. Doing a land office business with junior/intermediate oil companies and income trusts. Starting to penetrate the large cap oil companies. Some tests going on in Russia.
BUY
Looking at it. Likes the stock. Long term buy.
HOLD
10%+ yield. Prefers Peyto and Focus. Hold for the energy play.
DON'T BUY
Not a favourite.
DON'T BUY
Not a favourite.