TOP PICK
Property and infrastructure. Very solid play going forward. Hard assets that do well in inflation. Likes what they are doing in power generation as well as in properties.
TOP PICK
Likes their oil sands play and their Thai technology, which uses less natural gas and water. Starting to license this. Has a minority interest in Petrominerales (PMG-T), which is having great drilling success in South America.
TOP PICK
Box office numbers have been good. Demographics will increase the number of viewers.
PAST TOP PICK
(A Top Pick Feb 26/07. Down 13.7%.) Manufactures insulin out of plants. Succeeding on every measure. Will spike up on news. He is in this one for the longer haul. Still likes.
PAST TOP PICK
(A Top Pick Feb 26/07. Down 2.1%.) Drilling for oil in Libya. Brought in 3 wonderful wells so far. 3-year leases and won’t be producing right away, but will continue drilling. A screaming bargain at this level.
PAST TOP PICK
(A Top Pick Feb 26/07. Up 68.8%.) Largest mobile phone company in China. Value we should and has gotten to a very lofty level and he has sold his holdings. Consider Selling.
HOLD
Would be a little cautious about adding to it here. If we have any kind of a winter at all, natural gas prices should find a base and move up. Distributions should be reasonably safe.
COMMENT
Likes their global exposure. This should benefit them. He got out of most of the Canadian bank exposure because of worries about asset-backed commercial paper. Might be getting to the point where you could get into the banks again.
COMMENT
Largest and probably most conservative of the Canadian banks. He stepped out of most of the Canadian bank exposure because of worries about the asset-backed commercial paper. Might be getting to the point where you could get into the banks again.
HOLD
A very solid trust and well managed. Has been buffeted low gas prices, strong Cdn$, et cetera. Good distribution at the 11% range.
HOLD
Good dividend. Earnings weren't bad. What may be hurting them a little bit, people are waiting for the BCE deal to conclude and the bondholder issue to go away. Prefers Telus (T-T) and Rogers (RCI.B-T). Will probably be a takeover at some point.
BUY
Great quarter and strong guidance forward. Aviation sector has great passenger loads and a need to train more pilots.
COMMENT
Manufacturers pure silicon, which is needed for solar panels. Not sure he has a good fix on the earnings. Sold his holdings too early. Need to be patient for 2 or 3 quarters.
BUY
Likes the oil sands and this is a good way to participate. You will need to be patient. Prefers Petrobank (PBG-T). Probably a takeover somewhere down the road.
BUY
Runs a super network in Alberta. A couple of reasons the stock has dropped. It probably ran up a little too far. Some of their bids for acquisitions and France have not worked out and there was some confusion about Australia.