Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs
TOP PICK
(A Top Pick March 3/06. Up 2% plus distributions.) Converts waste heat from factories etc into hydro. Just increased their distribution. Increasing capacity in one of their facilities.
DON'T BUY
Distributor of building products. A major component of their throughput is lumber, particleboard and plywood. Got caught last year where mountain pine beetle caused massive destruction in BC. Created a much larger than normal cut which took pricing down. High volatility/high risk.
BUY
Had been concerned about the volatility of some of their businesses, so had not bought the IPO. They have done a good job.
BUY
Downward pressure was on concerns that they were going to make a bid on Retirement Residences (RRR.UN-T). They are now out of the running on that. Also affected by the sell off of the REIT market. This seems to be abating.
DON'T BUY
Have used this as a trading stock in the past. There is uncertainty on hydro costs in Alberta. They are very good assets but because of uncertainty, he doesn't own now.
TRADE
Went into a merger with a US waste management company which substantially increased their size as well as increasing their exposure to the US$. This put pressure on their payout ratios. Also affected by the higher interest rate which is now behind us.
BUY
A relatively stable business. Stores are located in Alberta foods population and economy is growing.
WAIT
Converting into a trust. This recognises that they have reached the limits of their growth. For larger companies that convert, you are frequently better off waiting for post conversion.
BUY
Likes this business.
BUY
Gas weighted. Had one of the best ‘finding, development, acquisition’ cost of the trusts. Reserves qualify them as a sustainable business model. Bullish on gas 1 year to 18 months out. Might have been a Top Pick in June, but just a bit premature at this time.
COMMENT
Great assets with high occupancy rates. There is a possibility you could see a corporate event here.
TOP PICK
Owns/manages “short term stay” hospitals in Oklahoma and Dakotas. Typically do Medicaid, Medicare type operations. Very good at managing margins. There has been a large seller in the market that forced the price down. Affected by currency.
BUY
A major player in the junior uranium market. Has become one of the major dominant land players in the Athabascan region. They are currently drilling and he is expecting some drill results soon. Speculative.
DON'T BUY
Has under performed for quite some time. Has not lived up to expectations. Hasn't seen anything to change the opinion that managements should be changed.
TOP PICK
One of the few real uranium plays in the world today. Has a budding uranium play in Labrador that they are in the thick of. Just reported some very good drill results with 19 holes hitting mineralisation. Smorgasbord of a geologist’s dream of the targets they have that are going to be drilled this summer.