Latest Expert Opinions

Signal
Opinion
Expert
VAGUE
VAGUE
May 31, 2005
Energy sector has has 2 solid years of blow out end markets that it's been selling into, so balance sheet quality has improved dramatically. This could lead to mergers/acquisitions including CNQ. He is shorting this stock.
Energy sector has has 2 solid years of blow out end markets that it's been selling into, so balance sheet quality has improved dramatically. This could lead to mergers/acquisitions including CNQ. He is shorting this stock.
Brendan Kyne
Chairman and Chief Executive Officer, Leeward Hedge Funds Inc
Price
$36.250
Owned
Yes
DON'T BUY
DON'T BUY
May 31, 2005
Moved up on income trust rumours, but pulled back on poor financial results. Has an interesting business that could potentially offer some value from a trust perspective, but fuel costs indirectly affect them. Feels that petroleum prices have moved to a new trading range which will raise their incremental costs which will squeeze their profits.
Cinram (CRW.UN-T)
May 31, 2005
Moved up on income trust rumours, but pulled back on poor financial results. Has an interesting business that could potentially offer some value from a trust perspective, but fuel costs indirectly affect them. Feels that petroleum prices have moved to a new trading range which will raise their incremental costs which will squeeze their profits.
Brendan Kyne
Chairman and Chief Executive Officer, Leeward Hedge Funds Inc
Price
$24.010
Owned
No
BUY
BUY
May 31, 2005
A roadside gas/covenience store. Recently acquired Circle K in the US which resulted in some one time costs which affected their quarterly results and the stock dropped a bit. Will take a couple of quarters to get integrated. Very attractive situation.
A roadside gas/covenience store. Recently acquired Circle K in the US which resulted in some one time costs which affected their quarterly results and the stock dropped a bit. Will take a couple of quarters to get integrated. Very attractive situation.
Brendan Kyne
Chairman and Chief Executive Officer, Leeward Hedge Funds Inc
Price
$18.100
Owned
Yes
WAIT
WAIT
May 31, 2005
Being bought by Enterra Energy (ENT.UN-T). Feels the deal will be beneficial to shareholders, but not a big fan of Enterra as they had a very, very short reserve life. If you own, take the cash.
Being bought by Enterra Energy (ENT.UN-T). Feels the deal will be beneficial to shareholders, but not a big fan of Enterra as they had a very, very short reserve life. If you own, take the cash.
Brendan Kyne
Chairman and Chief Executive Officer, Leeward Hedge Funds Inc
Price
$2.130
Owned
Unknown
BUY
BUY
May 31, 2005
Exceptionally strong at finding their own production growth. Have upgraded their production estimates 6 times. Good management. Currently producing 11,500 BOE's a day and expects them to exit the year at 17,000. Tremendous growth rate. Tightly run operation.
Exceptionally strong at finding their own production growth. Have upgraded their production estimates 6 times. Good management. Currently producing 11,500 BOE's a day and expects them to exit the year at 17,000. Tremendous growth rate. Tightly run operation.
Brendan Kyne
Chairman and Chief Executive Officer, Leeward Hedge Funds Inc
Price
$28.100
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 31, 2005
(A Top Pick Nov 19/03. Down 83%.) Stock did very well for a whle, but the company was not able to make a viable business. Sold off a long time ago.
(A Top Pick Nov 19/03. Down 83%.) Stock did very well for a whle, but the company was not able to make a viable business. Sold off a long time ago.
Brendan Kyne
Chairman and Chief Executive Officer, Leeward Hedge Funds Inc
Price
$0.560
Owned
No
PAST TOP PICK
PAST TOP PICK
May 31, 2005
(A Top Pick Nov 19/03. Down 43%.) Sold 1 1/2 years ago at about $1.60.
(A Top Pick Nov 19/03. Down 43%.) Sold 1 1/2 years ago at about $1.60.
Brendan Kyne
Chairman and Chief Executive Officer, Leeward Hedge Funds Inc
Price
$1.860
Owned
No