BUY
Expensive, but expensive because it has good assets.
BUY
A trucking business. Actively growing their Alberta presence. Business is a little soft which has shown in the stock price. Good management and they will do well.
WAIT
A well-managed company. Sold in Jan/Feb and would have bought back, but they recently went into an arrangement with Find Energy (FE-T) and he would like to see how it works out.
WAIT
A research company recently announced that the amount of pages being sold was off 5/7%. This created a drop in the price. This is making the yield more attractive (7%) but would be more comfortable if the yield where 7.5%.
TOP PICK
Trading around $18.70 and, cash flow wise, its earnings are $4.50 this year and $5.50 next year. Relatively cheap. Has pulled back with gas as half its production is in gas. Well-managed.
BUY
There is a real shortage of getting people/equipment out to the fields which is where this company excels. Services a lot of the trucking needs in the oil/gas sector. Well-managed.
TOP PICK
Surprised everyone on the upside with their latest report. Announced a program going forward called Thomson Plus, concentrating less on acquisitions and more on efficiency. Putting a larger model of $’s towards this. Sales increased about 7% in the last quarter.
BUY
Will probably do fairly well over the long term. Well exposed to power, coal, nickel and a number of joint ventures. Very smart management.
BUY
Was hit hard on the pullback in natural gas. One of the largest gas producer in North America. At a fairly reasonable multiple right now. Good growth profile.
TOP PICK
Disciplined company in not overpaying for acquisitions. Exposed to zinc which is very hot right now. Also copper and gold. Good price.
WEAK BUY
Launching a suit against hedge funds that are shorting the stock and driving the price down as well as putting out a lot of negative news. A well-run company with honest management. Could buy with a long-term view.
DON'T BUY
Hasn't bothered with gas/oil companies out of NYSE, as there are so many choices in Canada. This way, he doesn't fight the currency exchange. Fairly expensive.
BUY
A good pick for a novice gold investor. One of the dominant gold producers in the world. Very well-run company.
BUY
If you want to speculate in gold, this will give you a more direct play.
DON'T BUY
A mug's game to give into this one at this point.