Thinks that gold looks all right in the back half of the year because the US$ is headed down. This is one of the cheaper juniors. Good production growth.
Generating cash and have cash on the balance sheets. The lawsuit is settled. Have defended their market share very well. Growing at 30% and trading at 20 X next year's earnings.
Not bullish on the metals in general. Have a lot of undervalued assets. Have recently been buying this and comfortable owning it. It is getting late in the metals section, so be cautious.
Would like to get through the next couple of quarters on gas related stocks. This company has a lot of gas drilling, so would like to see how some of the drilling results look in Q2 and into Q3. One of the best drillers in Canada.
Good cash generation. Made some very smart deals in the last couple of years. Debt ratio is better than it has ever been. Industry is more concentrated now which means higher margins.
Not as bullish on the oil/gas sector so wouldn't be positive on this one. Haven't heard much on their Horizon project lately. Also have a big gas exposure.
Operating ratios last quarter where better than any other railroad in North America. There are some cyclical risks but they are winning more business on intermodal, taking business away from trucking. Good, clean operation over all.
A better growth profile than a lot of the other majors out there. Will be higher cost growth because of the projects they are involved with. Valuation is high and you have commodity price risk.
Would wait for the mess to clear. They are losing business. A great business model, but as people graduate from desktop to laptop they are not as well positioned.
