Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
October 12, 2007
(A Past Top Pick Nov 13/06. Up 12%.) Likes the gold sector. Basically playing off the weakening US$. Recently announced a swap with Goldcorp (G-T). Goldcorp picks up some Canadian assets and Kinross gets $200 million plus additional positions in some South American assets. Gives them lower operating costs plus maintaining their production profile. Looking to do 1.65 million ounces this year, growing to 2.1 next year and then to 2.6 the following year.
Kinross Gold (K-T)
October 12, 2007
(A Past Top Pick Nov 13/06. Up 12%.) Likes the gold sector. Basically playing off the weakening US$. Recently announced a swap with Goldcorp (G-T). Goldcorp picks up some Canadian assets and Kinross gets $200 million plus additional positions in some South American assets. Gives them lower operating costs plus maintaining their production profile. Looking to do 1.65 million ounces this year, growing to 2.1 next year and then to 2.6 the following year.
Robert Floyd
President, R A Floyd Management
Price
$15.950
Owned
Yes
TOP PICK
TOP PICK
October 12, 2007
Traded down fairly aggressively on news coming out of Alberta on royalties. Created a great buying opportunity. Reported 97% success rate in the last quarter, 32 out of 33 holes were hit. A nice mix between light oil and gas. Cash flow is moving from $2.30 to $3.05 next year.
Guide Exploration (GO-T)
October 12, 2007
Traded down fairly aggressively on news coming out of Alberta on royalties. Created a great buying opportunity. Reported 97% success rate in the last quarter, 32 out of 33 holes were hit. A nice mix between light oil and gas. Cash flow is moving from $2.30 to $3.05 next year.
Robert Floyd
President, R A Floyd Management
Price
$15.790
Owned
Yes
TOP PICK
TOP PICK
October 12, 2007
Simulators and flight training. Very strong orders for new aircraft creating a need for simulators to train pilots. Given the growth rates in traveling, there will be a need for new products.
CAE Inc (CAE-T)
October 12, 2007
Simulators and flight training. Very strong orders for new aircraft creating a need for simulators to train pilots. Given the growth rates in traveling, there will be a need for new products.
Robert Floyd
President, R A Floyd Management
Price
$13.310
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 12, 2007
(A Past Top Pick Nov 13/06. Up 93%.) Made a strategic acquisition of forming operations in the US. It really boosted earnings per share. Earnings per share will grow from $1.10 to $1.30. Still a good Buy.
Martinrea (MRE-T)
October 12, 2007
(A Past Top Pick Nov 13/06. Up 93%.) Made a strategic acquisition of forming operations in the US. It really boosted earnings per share. Earnings per share will grow from $1.10 to $1.30. Still a good Buy.
Robert Floyd
President, R A Floyd Management
Price
$18.600
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 12, 2007
(A Past Top Pick Nov 13/06. Up 1%.) An interesting Buy point. Cash flows are looking stronger. Production metrics are moving up and are looking for 5400 to 5600 BOE's a day by year-end.
Vero Energy Inc. (VRO-T)
October 12, 2007
(A Past Top Pick Nov 13/06. Up 1%.) An interesting Buy point. Cash flows are looking stronger. Production metrics are moving up and are looking for 5400 to 5600 BOE's a day by year-end.
Robert Floyd
President, R A Floyd Management
Price
$5.760
Owned
Yes
COMMENT
COMMENT
October 12, 2007
Deep gas drilling in Hungary. Just added new board members, which was significant in that it should help the overall scenario. An interesting spec at these prices. Need a partner to further develop their fields.
Falcon Oil & Gas (FO-X)
October 12, 2007
Deep gas drilling in Hungary. Just added new board members, which was significant in that it should help the overall scenario. An interesting spec at these prices. Need a partner to further develop their fields.
Robert Floyd
President, R A Floyd Management
Price
$0.610
Owned
Yes
HOLD
HOLD
October 12, 2007
Showing nice improvements in terms of loads on their aircraft. Feels the travel industry is going to get a bit of a boost here.
Westjet Airlines (WJA-T)
October 12, 2007
Showing nice improvements in terms of loads on their aircraft. Feels the travel industry is going to get a bit of a boost here.
Robert Floyd
President, R A Floyd Management
Price
$18.420
Owned
Unknown