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.
BUY
And excellent company. Great growth prospects. Has had a tremendous run. Still a great value at the present price.
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.
BUY
Nice yield. Has a history of paying out special dividends. Good price.
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.
BUY
Uranium is a long term story. Has more upside based on the price of uranium. Prefers over Cameco (CCO-T).
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.
HOLD
The takeover deal of Faulconbridge has been delayed because of European regulations. Not a huge risk
WEAK BUY
Affiliated with some of the oil sands. Has good prospects. Has had a good run. A little more pricey. Prefers CNQ (CNQ-T), Talisman (TLM-T) or Petro Canada (PCA-T).
BUY
Prefers over Shell Canada (SHC-T).
BUY
Prefers over Shell Canada (SHC-T). Also likes that this is an integrated oil company. Great wide based global assets.
DON'T BUY
The whole story here is growth and consolidation. Did some amazing acquisitions and were able to pull the costs out but it's already reflecting the next acquisition.
PAST TOP PICK
(A Top Pick Aug 11/05. Down 10%.) Still likes. Shareholders are going to get some of the Alliant shares in their new trust. Expects there will still be a couple of $’s up because of this.
PAST TOP PICK
(A Top Pick Aug 11/05. Up 18%.) There is still further to go. Have repair the balance sheet to the point where there could be a dividend increase in the next couple of quarters.
COMMENT
Natural gas is still reasonable value. If it is a mild or temperate summer, then gas demands will be low.