Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 14, 2006
(A Top Pick Sept 7/06. Up 32.9%.) Successfully introduced a business model into the pharmacy benefit management industry. Last 3 contracts have been real company transforming events. Cheap. A 3 to 5 year hold.
Catamaran Corp (CCT-T)
December 14, 2006
(A Top Pick Sept 7/06. Up 32.9%.) Successfully introduced a business model into the pharmacy benefit management industry. Last 3 contracts have been real company transforming events. Cheap. A 3 to 5 year hold.
Hugh Cleland, CFA
Founding Portfolio Manager, Northern Rivers Capital Management Inc.
Price
$22.470
Owned
Yes
TOP PICK
TOP PICK
December 14, 2006
(A Top Pick Sept 7/06. Up 67.6%.) Product carries Omega 3s better than the competition. Sustainable competitive advantage. Results show an increase in HDL.
(A Top Pick Sept 7/06. Up 67.6%.) Product carries Omega 3s better than the competition. Sustainable competitive advantage. Results show an increase in HDL.
Hugh Cleland, CFA
Founding Portfolio Manager, Northern Rivers Capital Management Inc.
Price
$4.850
Owned
Yes
TOP PICK
TOP PICK
December 14, 2006
(A Top Pick Sept 7/06. Down 14.1%.) California, Nevada area. Good management. 2.5 million ounces in reserve already with another million or so in resource that is likely to expand. The cheapest in the “near-mine” universe.
Western Gold Fields (WGI-T)
December 14, 2006
(A Top Pick Sept 7/06. Down 14.1%.) California, Nevada area. Good management. 2.5 million ounces in reserve already with another million or so in resource that is likely to expand. The cheapest in the “near-mine” universe.
Hugh Cleland, CFA
Founding Portfolio Manager, Northern Rivers Capital Management Inc.
Price
$2.340
Owned
Yes
HOLD
HOLD
December 14, 2006
The Cigar Lake flood was the catalyst for the spike in uranium. Created a good price. The “go to” name for big cap managers.
Cameco Corporation (CCO-T)
December 14, 2006
The Cigar Lake flood was the catalyst for the spike in uranium. Created a good price. The “go to” name for big cap managers.
Hugh Cleland, CFA
Founding Portfolio Manager, Northern Rivers Capital Management Inc.
Price
$47.060
Owned
No
BUY
BUY
December 14, 2006
A core position for him. Patents are the cleanest and most sustainable source for a competitive advantage. They have excellent patents.
Quarterhill Inc (QTRH-T)
December 14, 2006
A core position for him. Patents are the cleanest and most sustainable source for a competitive advantage. They have excellent patents.
Hugh Cleland, CFA
Founding Portfolio Manager, Northern Rivers Capital Management Inc.
Price
$4.640
Owned
Yes
HOLD
HOLD
December 14, 2006
Likes management and what they have achieved. Announced a cash crunch. Thinks they will come through this. If they get through this, the stock will pop significantly.
Likes management and what they have achieved. Announced a cash crunch. Thinks they will come through this. If they get through this, the stock will pop significantly.
Hugh Cleland, CFA
Founding Portfolio Manager, Northern Rivers Capital Management Inc.
Price
$0.600
Owned
No
BUY
BUY
December 14, 2006
Started out as a nickel play, but he believes it has more copper exposure now. If you like metals, this would be one you could own.
Started out as a nickel play, but he believes it has more copper exposure now. If you like metals, this would be one you could own.
Hugh Cleland, CFA
Founding Portfolio Manager, Northern Rivers Capital Management Inc.
Price
$18.380
Owned
No