TOP PICK
Have had significant production with about 6,100 barrels this year and looking for 7,500 or more next year. Good management. Relatively cheap to the rest of the group. Could ultimately be a trust.
TOP PICK
The people behind this are the same ones that started up Clearnet, so good management. Expects the company to turn cash flow positive next year and profitability the year after.
BUY
Likes the specialty retailing group which are poised to do well for the holiday season.
BUY
Likes the specialty retailing group which are poised to do well for the holiday season.
BUY
A disappointment with the earnings dropped the stock. Still thinks there's an opportunity. Getting to be attractive at these prices.
DON'T BUY
Has never been a big fan of this company. Growth prospects look fairly limited. Customer base is under pressure.
BUY
From a net asset value perspective, there is lots of value. Feels there can be considerable upside from here. Even though there was weakness in conventional TV, the numbers next year should be OK.
DON'T BUY
Still significant risk in the re-structuring. End markets are not recovering yet. More costs that have to be brought into line.
DON'T BUY
Even though it looks cheap on a valuation basis, there still seems to be risk of events that can't be forcast.
DON'T BUY
Doesn't expect to see any catalyst for this stock over the next quarter or two. Their guidance reflected that they saw some weakness ahead. Has always been concerned with more and more audio and video being delivered over different media. Well run company and good management, but limited upside.
BUY
After a couple of stumbles is looking fairly attractive from a valuation perspective. There is a continued global demand for wireless product and Nokia is right in the middle. There are still opportunities for the company to do well.
DON'T BUY
A high component of their production is in heavy oil which tends to trade at a fairly wide spread to West Texas oil. The spread is putting pressure on CNQ. Affecting all oil companies is the Cdn$ being understated in the market's expectations. Also have a heavy oil project in Alberta which is going to drain on their capital expenditures.
BUY
Likes the drillers. Cash flow that is being generated out west by oil companies is being poured back into drilling. Prefers Ensign as the vauations looks a little more attractive. A very well run company.
BUY
Likes the drillers. Cash flow that is being generated out west by oil companies is being poured back into drilling. Prefers over Precision Drilling as vauations look a little more attractive.
BUY ON WEAKNESS
Sees a real potential increase in the price of uranium without too much supply coming on stream. Demand is growing at 2/3% a year with supply being relatively flat. Fundamentals look solid for the next 2/3 years.