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DON'T BUY
Have had a lot of problems in terms of their earnings visibility. More and more of their earnings is dependent on market related things.
electrical / electronic
TOP PICK
Has tremendous growth. Tiny production right now at under 1,000 barrels a day, but ramping up very quickly and should be 2600 by the end of this year and 4400 by the end of next year. Very cheap.
oil / gas
DON'T BUY
An improving story, but the drilling is a ways away with first production hitting around 2009. It's going to take significant capital to bring the production fully on stream.
oil / gas
WEAK BUY
A decent company but it's a utility and is regulated with limited growth and facing increasing interest rates.
mngmnt / diversified
SELL
Has higher debt levels than most others. Has had a few production misses. Has been disappointing.
oil / gas
BUY
Has done well and will continue to do well because it's levered to the oil sands. Has done well because of speculation of a takeover bid which is inevitable.
oil / gas
WAIT
This is a soft time with natural gas, but might be an opportune time to pick some up in advance of the winter when drilling increases. Would hold off until September.
oil / gas field services