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DON'T BUY
An oil sands story. Recently bought a refinery in the US and are trying to become an integrated. This one got a little bit ahead of itself.
oil / gas
BUY
And excellent company. Great growth prospects. Has had a tremendous run. Still a great value at the present price.
clothing stores
COMMENT
Ran into some problems when they couldn't get tires for their trucks. You really have to have a call on the long term price of coal. Volatile.
other mines
BUY
Nice yield. Has a history of paying out special dividends. Good price.
tobacco
WEAK BUY
There are a lot of junior uranium mining stocks with more upside. Would prefer International Uranium (IUC-T). This is the big one that is probably more fully valued.
integrated mines
BUY
Uranium is a long term story. Has more upside based on the price of uranium. Prefers over Cameco (CCO-T).
non-base metal mining
DON'T BUY
A pure play on commodities. You have to be careful. Chart it has pulled back but looking at the long-term chart, is back to its previous lows.
chemicals