BUY
Likes the longer term commodity outlook here. Fairly well priced at the moment. 8% yield.
BUY
Likes the comany and would be looking for an opportunity to invest in it. Very good at the border customs, logistics, moving things through, etc. A very well managed company. Has come off a bit recently which is an opportunity.
BUY
Longer term, it looks well positioned. Looks competitively priced.
TOP PICK
Just had a bit of a stumble due to the weather conditions out west, so a good time to buy. 7.5% yield. Book value is close to $6 so it's not a huge premium that you're paying. ROE's pretty steady at 8%.
TOP PICK
Exposure to both Canada (80%) and the US (20%). A little over half its properties are office, 1/3 industrial and balance in retail, so good diversification. Well priced going forward.
TOP PICK
Diagnostic labs, primarily in Ontario. In negotiations with the government over fees and expect it to be favourable. 7% yield in a very steady business. Good management.
BUY
Likes this. Good price. Has been a top pick in the past.
BUY
Would be shocked and disappointed if they weren't taken over by this time next year.
TOP PICK
A closed end investment fund. Mostly owns South African stocks and mostly in the mining and metals area. Believes the S.A. rand is topped out.
HOLD
Although he doesn't think paladium will take off, he does believe the $185 to $200 area continues to be a base building period for it. As we get into 2006, because platinum remains so strong, there is a need to look for an alternative for some people and paladium will be the answer. Doesn't see this stock going much lower.
WAIT
Project was good, but the stock was ahead of itself at $1.50. South of $1, there's some speculative appeal. Don't chase this type of company.
TOP PICK
A company that was designed to take advantage of increases in the price of uranium. Has all the facets that you would want, dramatically increasing demand, no know areas to find supplies to meet demand and a thin market. Probably about 10% overvalued at this time, but thinks it will stay that way as it works its way higher.
BUY
Thinks that most of the over excessiveness is now gone and will be a market performer now.
WEAK BUY
A fair speculation. Stock has had a lot of swing. When it gets near its low of its trading range, it worth a speculative appeal and when it gets near $1 you sell.
TOP PICK
A company that specializes in providing bridge loans and equity investments in the mining industry, oil/gas plus real estate sector. The change in banking is going to become acute when the bubble bursts in real estate and mortgages start to blow up. Lenders will want reals assets behind them and this is what this company does. It will grow slowly, but steadily.