TOP PICK
(A Top Pick May 7/07. Down 34.8 %.) Fibreglass underground storage tanks. Poorly understood stock. Did a $10 issue last January to help finance an acquisition of a US competitor. Also had a couple of earnings disappointments creating a small panic. Expect to see a huge ramp in earnings over the next 5 years. Long-term value stock. Strong Buy.
TOP PICK
(A Top Pick May 7/07. Up 12.5%.) Still a table-pounding Buy. Limited competition. This is an airline that makes money. Very cheap.
PAST TOP PICK
(A Top Pick May 7/07. Down 16.5%.) A little disappointed on the Q4 results. Took a bigger hit than he anticipated. Still a long-term winner. More of a trading position for the next 6 months.
TOP PICK
Very compelling catalyst coming up. Will be splitting up into Phillip Morris, which will be all there non-US tobacco operations and Altria will continue as their US tobacco operations. 4% yield.
BUY
(Market Call Minute.) Good North Sea production growth.
BUY
(Market Call Minute.) Colombia is one of the most attractive regimes for oil/gas and they have lots of reserves there.
COMMENT
(Market Call Minute.) Neutral short-term, but on the long-term would be a Buy. Aerospace sector is in an upswing and one of the better places to be invested.
STRONG BUY
(Market Call Minute.) Table pounding Buy.
BUY
(Market Call Minute.) Likes it. Cheap. Leverage to metals, oil and emergence of Cuba over the next several years.
SELL
Would avoid this stock. Their plan is to increase their international business, but is primarily leveraged to Canada. Will take a while before it turns.
BUY
A solar company. Very interesting technology. If they can execute on everything they are doing, it could be a good winner. Solar is a good space to be in.
RISKY
Have a method where they can convert industrial grade silicon for solar use. Upside potential is in the $40 range. Be cautious on any industrial ramp ups, as there could be hiccups. Stock is not cheap, but if they can execute, it looks cheap. Would only Buy a small position.
STRONG BUY
Cholesterol treatment. Great opportunity to be buying right now. Good developments over the last 3 or 4 months and more to come over the next 2 years. Long-term holding.
STRONG BUY
Aeroplane black box with a monthly recurring revenue. Great long-term potential. Trying to expand into China.
DON'T BUY
Have offshore property in Guiana and the prospect is absolutely massive. Very exciting story, but this is one of those stocks that has an all right balance sheet but not even close to what it will cost to drill some exploration wells. Will have to strike a deal with a major. Looking pretty pricey. Consider taking some profit.