Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
December 17, 2007
Going through a period of contraction due to the subprime issues in the US and lower consumption growth. Commodity cycle is not over and expects commodity prices will improve in the 2nd half of 2008.
Lundin Mining Corp. (LUN-T)
December 17, 2007
Going through a period of contraction due to the subprime issues in the US and lower consumption growth. Commodity cycle is not over and expects commodity prices will improve in the 2nd half of 2008.
Brendan Kyne
Chairman and Chief Executive Officer, Leeward Hedge Funds Inc
Price
$8.590
Owned
Unknown
BUY
BUY
December 17, 2007
Stock has always been about 2008. Most stocks in oil/gas and the metals area have lost a lot of speculative money. Likes their land position around the inner oil/gas discoveries in New Guinea. With LNG facilities being built, their 8 million hectare property is a very good asset. Also have assets in Australia.
Invicta Oil & Gas (IGG-X)
December 17, 2007
Stock has always been about 2008. Most stocks in oil/gas and the metals area have lost a lot of speculative money. Likes their land position around the inner oil/gas discoveries in New Guinea. With LNG facilities being built, their 8 million hectare property is a very good asset. Also have assets in Australia.
Brendan Kyne
Chairman and Chief Executive Officer, Leeward Hedge Funds Inc
Price
$0.450
Owned
Unknown
COMMENT
COMMENT
December 17, 2007
Solar panel construction. Sector had a growth rate over the last few years of 50% per annum and this will continue. Prefers being in metallurgical silicon manufacturing.
Spire Corp. (SPIR-OTC)
December 17, 2007
Solar panel construction. Sector had a growth rate over the last few years of 50% per annum and this will continue. Prefers being in metallurgical silicon manufacturing.
Brendan Kyne
Chairman and Chief Executive Officer, Leeward Hedge Funds Inc
Price
$20.780
Owned
Unknown
COMMENT
COMMENT
December 17, 2007
Likes the uranium sector, but longer term. 2009/2010 will be the timeframe when uranium prices will start to uptick again. Speculative money has come out of uranium so stock prices have dropped. This company is completely unhedged and in the next 2/3 years it should do quite well.
Uranium One Inc. (UUU-T)
December 17, 2007
Likes the uranium sector, but longer term. 2009/2010 will be the timeframe when uranium prices will start to uptick again. Speculative money has come out of uranium so stock prices have dropped. This company is completely unhedged and in the next 2/3 years it should do quite well.
Brendan Kyne
Chairman and Chief Executive Officer, Leeward Hedge Funds Inc
Price
$8.610
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
December 17, 2007
Much more demand for solar panels than there is supply. The stock has run a little bit since September so would hold off buying. This is one of those names that will split several times over the next several years.
SunPower Corp. (SPWRA-Q)
December 17, 2007
Much more demand for solar panels than there is supply. The stock has run a little bit since September so would hold off buying. This is one of those names that will split several times over the next several years.
Brendan Kyne
Chairman and Chief Executive Officer, Leeward Hedge Funds Inc
Price
$121.490
Owned
Unknown
WAIT
WAIT
December 17, 2007
A play on the mining sector. Probably feeling the reverberations from the subprime issues in the US. Believes this is only a short-term issue. This one could trade sideways for 6 months.
A play on the mining sector. Probably feeling the reverberations from the subprime issues in the US. Believes this is only a short-term issue. This one could trade sideways for 6 months.
Brendan Kyne
Chairman and Chief Executive Officer, Leeward Hedge Funds Inc
Price
$3.750
Owned
Unknown
COMMENT
COMMENT
December 17, 2007
Down for 2 reasons. 1) Has been caught up in the commodities correction. 2) Has had some cost overruns and they have had to push off some projects. Good quality company that is just facing a tough environment that should amend itself in the 2nd half of 08.
Down for 2 reasons. 1) Has been caught up in the commodities correction. 2) Has had some cost overruns and they have had to push off some projects. Good quality company that is just facing a tough environment that should amend itself in the 2nd half of 08.
Brendan Kyne
Chairman and Chief Executive Officer, Leeward Hedge Funds Inc
Price
$33.900
Owned
Unknown