BUY
A great company and you might think of it as an acquisition target.
BUY
Doing a 5 for 4 reverse stock split as well as issuing a special dividend. A seriously good company.
BUY
Has become the enormously powerful leader in most of its businesses. It will go from strength to strength. This is one of the better sectors.
PARTIAL SELL
Has plateaued a bit. Worried a little bit that absolute growth has diminished. Not one of his favourites. Would take a bit of profit.
HOLD
Thinks it has had a rather decent run. Doesn't expect it to go too much higher.
BUY
Has had an exciting move. Has a new process for extracting oil of the oil sands.
WEAK BUY
Has good properties. Can be volatile.
BUY
Looks fairly strong. In partnership with Teck Cominco (TCK.B-T), so should turn into a very solid producer. Has had a drop, which is a buying opportunity.
BUY
Has dropped off like the others in this sector, but not so abruptly. Has got 2 or 3 quite important mines.
BUY
Prefers Thompson Creek (TCM-T) as a molybdenum play. As long as molybdenum holds up, it is a good one to hold.
BUY
Made another acquisition recently. This is the leading independent that provides Internet programs/services to young families. Should continue up.
DON'T BUY
Finds it extremely difficult to buy into a foreign owned mining company in Venezuela. Chavez is a very unfriendly, dedicated, extremely clever man.