BUY
Oil/gas servicing. Very cheap stock relative to the industries P/E.
BUY
Oil/gas servicing. Very cheap stock relative to the industries P/E.
DON'T BUY
Long-time favourite of his, but prefers and would buy Pason (PSI-T) and Trican Well Service (TCW-T) instead. 2 very cheap stocks relative to the industries P/E.
BUY
This meets all his criteria on gas oriented trusts.
BUY
He is a bull on copper. Has the potential to become another AUR (AUR-T). Because of its vast rise, he just took some money off the table. Speculative.
BUY
Has had a strong record of earnings and distribution increases.
BUY
A coal play in British Columbia. They have a great steam coal deposit. Very good reserve position. Also have some interesting metallurgical coal deposits on Vancouver Island which are being proven up. Very cheap. Good management.
BUY
Likes it for the coal bed methane gas. In the junior category, it is inexpensive at 3.5 X price to cash flow.
BUY
Likes it for the coal bed methane gas. In the junior category, it is inexpensive at 4 X price to cash flow.
DON'T BUY
Likes it for the coal bed methane gas, but there are cheaper ways to get in. In the junior category, it is expensive at 8 X price to cash flow. In cheap juniors, he would prefer Storm Cat Energy (SME-X) at 4 X cash flow or Rock Energy (RE-T) at 3.5 X cash flow.
BUY
Very cheap and is continuing to buy it. There is no reason why it can’t reach 5 X cash flow which would put it at about $80.
BUY
As the savings in the far east increases, it will go into gold. This is a safer way of playing gold.
PAST TOP PICK
(A Top Pick Jan 16/06. Up 1.5%.) Banks are getting a little expensive.
PAST TOP PICK
(A Top Pick Jan 16/06. Up 5%.) Cheap and he likes the space and he likes the tar sands in particular. Would still buy.
PAST TOP PICK
(A Top Pick Jan 16/06. Up 16%.) Very cheap at 5.5 to 6 X this year's cash flow.