HOLD
Bought as a speculation a few months ago, based on a bottoming of the market in general. A great believer in the expansion of the right companies in the aviation business. They are landing contracts and it's getting better.
HOLD
A big company, very clever people doing great things in their empire of real estate, hydro generation, etc. A long term hold. Dividends. Will probably see them sell off the rest of Noranda one day.
HOLD
HOLD
There should be more upside. Is into huge discoveries with the giant Reliance, the Indian company. If you've done well and are looking to go into a similar speculative one, you might consider GeoGlobal (GGR-A).
BUY
Similar to what Niko Resources (NKO-T) was at one time. Speculative.
BUY
Getting into an interesting phase. It will soon be regarded as an integrated. Located in Papue New Guina.
BUY
One of the 2 dominant helicopter team suppliers to oil services/drillers, etc. Solid company. Low price earnings are at about 10 or 12 X.
BUY
Have recently been announcing interesting contracts.
HOLD
A truly great company. Has had a string of misfortunes. Has a great depth of experience and capability and is into all sorts of global activity, research and development in the communications area. Expects that in time it probably rectifies itself.
SELL
Dropped quite a bit and then has reclaimed a lot of its lost ground on the idea that it is for sale. Tomorrow is an unknown and would sell if you own.
TOP PICK
Great dividend flow and a history of extra dividends.
TOP PICK
The best company in Canada. Fringe quality mortgages just below that which is acceptable by the banks. No risk to it really. 25% growth on equity every year.
TOP PICK
One of the landholders in the oil sands. Petro-Canada (PCA-T) came in to be its big brother and they are now looking to settle who is going to mine it. Buy for the future growth in the tar sands.
WAIT
A great company with a great asset. Long track record of adding value. In the very short term, would be surprised if it moved significantly up from this point unless there was a spike in oil prices. The 1st phase of Horizon, which comes on about 3 years from now, much of that is discounted in the $40 range.
BUY
The last comp. was about 9%. A step above Wal-Mart in terms of quality. Kept their costs low and opened new stores. Feels it has legs.