Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 27, 2007
(A Top Past Pick Dec14/06. Down 14.4%.) Company fundamentals are still good. Adding the 3 parts of the business you can get anywhere from $12 to $40 plus. GSK acquisition of Reliant is a huge validation that big Pharma would be willing to pay big $’s for a pharmaceuticalized version of NKO.
(A Top Past Pick Dec14/06. Down 14.4%.) Company fundamentals are still good. Adding the 3 parts of the business you can get anywhere from $12 to $40 plus. GSK acquisition of Reliant is a huge validation that big Pharma would be willing to pay big $’s for a pharmaceuticalized version of NKO.
Hugh Cleland, CFA
Founding Portfolio Manager, Northern Rivers Capital Management Inc.
Price
$4.200
Owned
Yes
TOP PICK
TOP PICK
December 27, 2007
(A Top Past Pick Dec14/06. Up 54.3%.) Gold. Going into production in January. Producers have got a multiple of 1 to 1.5X NAV. Pre-production tends to get a multiple of .5 X NAV. Potential NAV of $6.
Western Gold Fields (WGI-T)
December 27, 2007
(A Top Past Pick Dec14/06. Up 54.3%.) Gold. Going into production in January. Producers have got a multiple of 1 to 1.5X NAV. Pre-production tends to get a multiple of .5 X NAV. Potential NAV of $6.
Hugh Cleland, CFA
Founding Portfolio Manager, Northern Rivers Capital Management Inc.
Price
$3.700
Owned
Yes
TOP PICK
TOP PICK
December 27, 2007
Telematics provider for truck/car fleet tracking. The FedEx deal has been hanging over their heads for a while but will be a huge catalyst in the next month or two.
Telematics provider for truck/car fleet tracking. The FedEx deal has been hanging over their heads for a while but will be a huge catalyst in the next month or two.
Hugh Cleland, CFA
Founding Portfolio Manager, Northern Rivers Capital Management Inc.
Price
$2.820
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 27, 2007
(A Top Past Pick Dec14/06. Down 35.1%.) Still likes and is still buying.
Catamaran Corp (CCT-T)
December 27, 2007
(A Top Past Pick Dec14/06. Down 35.1%.) Still likes and is still buying.
Hugh Cleland, CFA
Founding Portfolio Manager, Northern Rivers Capital Management Inc.
Price
$14.510
Owned
Yes
BUY
BUY
December 27, 2007
Provide wireless systems for mines. Virginia has passed legislation requiring systems. Great future ahead of them.
Provide wireless systems for mines. Virginia has passed legislation requiring systems. Great future ahead of them.
Hugh Cleland, CFA
Founding Portfolio Manager, Northern Rivers Capital Management Inc.
Price
$0.540
Owned
Yes
COMMENT
COMMENT
December 27, 2007
Likes the company. Equipment systems and software for fetal/mother monitoring during birth. Doesn't think they are cash flow positive yet. Good price.
Likes the company. Equipment systems and software for fetal/mother monitoring during birth. Doesn't think they are cash flow positive yet. Good price.
Hugh Cleland, CFA
Founding Portfolio Manager, Northern Rivers Capital Management Inc.
Price
$0.570
Owned
No
BUY
BUY
December 27, 2007
Have a patented process for improving recovery in heavy oil reservoirs. Will be extremely valuable if they can license it to some of the global large companies.
Have a patented process for improving recovery in heavy oil reservoirs. Will be extremely valuable if they can license it to some of the global large companies.
Hugh Cleland, CFA
Founding Portfolio Manager, Northern Rivers Capital Management Inc.
Price
$57.400
Owned
Yes