HOLD
This is a great sector to be in right now, but the stocks have had great runs and do not look cheap at all. Would have a hard time stepping up to buy it here.
SELL
Made a lot of money on this name. But it under $1 over a year ago and sold most of its over $5. It was a great story, but with recent legislation changes in the US with respect to patents, it would not be possible for them to make suits against other companies as easily. Has a great portfolio of patents and should be able to get some licensing from them but they no longer have the power.
COMMENT
Short-term, he is somewhat bearish on metal pricing because of the weakening global economy. 2.5% yield and trades at 8X consensus earnings. Also have exposure through coal (Partnered with Fording Coal (FDG.UN-T)) and the oil sands. If you are bullish on base metals, this is a great holding.
COMMENT
Made a big acquisition about 2 years ago, which basically almost blew the company up. There were a lot of money-losing contracts that they have been trying to clean up. Eventually it will probably turn around, but the question is will they get it done in 08 or 09.
BUY
Software provides data and key information in airplanes and once installed it is pretty hard to get them out. Kind of an incumbency position that is worth a lot. Recently announced that their Chinese business is going to start taking off now. Looking at where they are going over the next 5 years is really exciting. Will be a valuable as nice 5 years out.
BUY
(Market Call Minute.) Agricultural play. Has more room to run.
WEAK BUY
(Market Call Minute.) This would be a Hold to moderate Buy. Suffering a bit from the spectrum announcement and probably increasing capital expenditure for wireless extension.
BUY
(Market Call Minute.) A long-term Buy but there is political volatility here.
WEAK BUY
(Market Call Minute.) Good space, but prefers Embraer (ERJ-N), which is a better company.
BUY
(Market Call Minute.) Long-term Buy but there may be some volatility in the short-term.
BUY
(Market Call Minute.) Long-term Buy. At play on alternative power.
DON'T BUY
Sold his holdings because of the sub prime problems. Did keep his Canadian bank stocks. Banks don't know the actual risk they have on their books because it's a moving target. Difficulty is the negative momentum that is pushing bank stocks down. Wait.
SELL
The problems here are more related to the company than they are to uranium. Feels uranium will continue to do well. Consider moving into other uranium companies. You could consider buying Uranium Participation (U-T).
COMMENT
Caller is considering selling her holdings for a tax loss and then buying back after a month. Well run bank. Suffering from the same issues that other banks are suffering from. Earnings in the last little while we're actually quite good. In the long run they are going to do very well.
DON'T BUY
Cut their dividends. Highly leveraged to the mortgage industry.