PAST TOP PICK
(A Top Pick Nov 20/06. Up 8.7%.) Owned this one specifically as a takeout. Took some profits. Have a great asset and ultimately someone will buy or merge with them.
HOLD
He likes the management team, but the stock has been disappointing.They need to win patent cases in order to make money. Stock just went up a dollar , believes it will go up after each contract that they win.
RISKY
Stock has increased and there is talk of expansion. He likes the management team. He believes that the company will do well. He owns 16-17% of the company.
DON'T BUY
The high Canadian dollar is making it hard for this company to compete. Believes could do better elsewhere.
WATCH
There has been a huge run-up of the price of uranium. He has been looking at it. Long view is attractive.
BUY
He likes the company. They have financing in place. The discovery in the North Sea looks good. It is cheap to buy.
TRADE
Contracts were sold at lower price which hurt them. They have had issues with their mines.
BUY
Stock is acting better. Believes market is appreciating it more. They have the biggest deposits in the world over the last 20 years.
BUY
The company has executed well. They have solved production problems. It is a very cheap stock , great price to pay.
WAIT
Good performer on a relative basis over the last 12 months. Wait for the new royalty regime to come down before buying.
TRADE
Big believer in Suncor. Although they have taken some profits.
BUY
One of their favourite banks, one of the reasons is because of it's international diversification. Very strong in Latin and South America.
WATCH
Stock is a little expensive here. Buy if they announce an aquisition.
WAIT
wait on the short term to see what happens on the royalty regime, long term they look good. They are in a managment transistion right now. Long term energy continues to be a good investment.
TRADE
There is a takeover bid in play. (caller asked how) To sell your shares, you can tender your shares, (call your broker), or sell on the market. Recommends tendering.