Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Peter Hodson commented about whether TAH.TO, VVX.TO, KRY.TO, P.TO, BCM.V, URB.A.TO, SVC.TO, FCP.TO, YRI.TO, KRI.TO, OIL.V, IDC.V, ITC.TO, TIM.TO, HBM.TO, DDS.TO, HF.TO, CCU.H.V, GUY.TO, CDH.TO, BNK.TO, PTS.TO, VRS.TO, EMC.TO, OSK.TO, TCM.TO, NEM.TO, SPIR, POE.V are stocks to buy or sell.
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TOP PICK
Drilling onshore oil wells in Thailand for less than $1 million. Just hit a 3940-barrel a day well. This well paid back in about 2.5 days and the net asset value on the reserves they just discovered is about $50-$60 million. To spend $1 million and create $60 million worth of value is fantastic. They have about 40 more locations next year. They are fully self-funding.
Peter HodsonOwned
Oil and Gas (Integrated Oils)
TOP PICK
They do “turn key” solar facilities. One of the best investment strategies is to go to the pick and shovel guys. Their backlog is 8 X bigger than it was a year ago. Revenues are ramping up dramatically. Well financed.
Peter HodsonOwned
electricalelectronic
TOP PICK
Produce neodymium, which goes into magnets and lanthium. With any PDA, cell phone or electronic appliance, they use neodymium. Prices are increasing which indicates demand increase. Have a very good supply source. Lanthium goes into flat-panel screens. The company has a very big global opportunity. They have great sales and great management and well financed. Trades at about 12 or 13X earnings and yet revenues are starting to grow.
Peter HodsonOwned
misc industrial products
PAST TOP PICK
(A Top Pick Dec 28/06. Up 73%.) Been a little disappointing in the short term because of some problems at their mine but unlike other metals, molybdenum continues to ratchet up. Supply/demand is looking very good.
Peter HodsonOwned
non-base metal mining
PAST TOP PICK
(A Top Pick Dec 28/06. Up 0.75%.) Quebec gold mine. They have to move a town and there is 80% agreement. Low-grade deposit.
Peter HodsonOwned
metal mines
STRONG BUY
Was going to make this a Top Pick. This is one of the best names he has seen in a long, long time. Have upped their guidance by almost a double in revenues. Believes they have a global monopoly position in the rewards/exchange program. Have pulled in a lot of partners and don't need cash.
Peter HodsonOwned
other services
BUY
There is some concern over their most recent well which may not be as good as some of the others. Good price.
Peter HodsonOwned
oilgas
BUY
Agrium (AGU-T) has bought 19% of his company. They helped develop the standard that was set in China for slow release fertilizer. A “stick it in the mattress” stock. Well managed and well financed.
Peter HodsonOwned
other services
DON'T BUY
COMMENT
Announced a buyback up to 10% of the stock over a one-year period. He would have preferred to see a special dividend or an acquisition. This will be a company that gets through the recession. If they don't make an acquisition, they will be acquired.
Peter HodsonOwned
precious metals
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