BUY
This is a buying opportunity. Large cap blue chip player. Has natural gas, oil sands producer. Lots of upside in this name. Just be patient, it will do well in the long term.
HOLD
Heavy oil player. Higher costs. The management team has done a really good job on de-risking it.
BUY
Excited about this uranium, because the only viable long term solution for electrical power generation is nuclear, and the only commercial fuel for a nuclear reactor is uranium. Canada is in a good position since it is the worlds leading producer of uranium. Think we are in the very early stages of high prices. (5 to 10 years).
BUY
Be careful and look at each of these projects. UTS is a good way to get exposure to the oil sands business.
BUY
You've seen some softness in the market right across the board. If you are interested in income, this company is as good as it gets. Their strategy is that they will continue to maintain their 1.09 distribution and increasing their cash flow, so that by 2011, they will be able to pay the new taxes, and still maintain their 1.09 distribution. Are making efforts to grow their online business.
PAST TOP PICK
Oct 6 2006 Then $33.20 There is a continuity of management. Still likes them.
PAST TOP PICK
Then $25.39 Continues to be a great company. Pay out high yields.
PAST TOP PICK
Then $17.60 At the time they were in the middle of their transaction to buy Mission Oil and gas. That has concluded now, and he feels that this is still a good entry point for this stock.
BUY
Not a takeover target. Have owned it for about 10 years now. If you are in this for the long haul, buy it and put it away.
BUY
The name has been around for a long time. Have recently hired on some good people and made some good acquisitions, and are now positioned to make some good organic growth.
DON'T BUY
One of the lower quality trusts. Post Halloween tried to convert back into a corporation, but because of a nasty proxy battle, they were forced to remain as a trust and continue to pay out the high yield. Stems from disappointment of investors, in the management teams.
BUY
Doesn't expect the cigar lake to get going until 2010-2012. But they are the largest uranium producer and has the worlds largest deposits, so they are confident they will get this going. The key thing though is that they have long term contracts paying $35 a unit which are now rolling over and will continue to do that over the next 2 to 3 years. When they renew they will get the new prices which will give tons of cash flow. Suggests buying a cross section of the companies in this sector, as some are getting new contracts currently, (Denison Mines Corp DML-T sxr Uranium One Inc. SXR-T) Signing contracts today with $90 floors and no ceilings.
BUY
Constant rumors around of a bust of of this company. He would own it, as a diversity to energy portfolio. Still represents a reasonable value even though parts of it's portfolio are in politically unstable areas of the world. Thinks $28-$30 in twelve months.
SELL
Sold most of their position. Will merge with it's corporate counterpart. Not much success with their drill bit.
TOP PICK
Significant upside from here. They've identified 800 to 1000 drill locations which they will use over then next two years. Risks are, commodity price risk, and seasonality in oil prices. Buy it for the long term.