Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
February 11, 2008
55% gas. Has done some hedging. Natural gas prices is his reason for liking this. They were down around $5/$5.50 and now at around $8.50 and staying above $8.00. The drilling rig counts are way off and drilling is way off and very high decline rates. LNG miracle is not materializing. Looking for higher natural gas prices and this is a good way to play it.
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Daylight Energy Ltd (DAY-T)
February 11, 2008
55% gas. Has done some hedging. Natural gas prices is his reason for liking this. They were down around $5/$5.50 and now at around $8.50 and staying above $8.00. The drilling rig counts are way off and drilling is way off and very high decline rates. LNG miracle is not materializing. Looking for higher natural gas prices and this is a good way to play it.
TOP PICK
TOP PICK
February 11, 2008
Pork in China. Chinese are starting to eat a lot of meat and over 50% of it is pork. They are switching from wet to dry, wet being fresh slaughtered pork and dry is refrigerated, transported, much healthier. This company is rapidly growing in a rapidly growing market. A play on increasing affluence in China.
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Zhongpin Inc. (HOGS-Q)
February 11, 2008
Pork in China. Chinese are starting to eat a lot of meat and over 50% of it is pork. They are switching from wet to dry, wet being fresh slaughtered pork and dry is refrigerated, transported, much healthier. This company is rapidly growing in a rapidly growing market. A play on increasing affluence in China.
COMMENT
COMMENT
February 11, 2008
A lot of money out there not willing to take $6 of easy money because of fear the deal will not close. 1) Everyone close to it thinks it will close. 2) A lot of smart money on the street thinks it will close. 3) A lot of debt is going to need to be placed out of this deal. The big risk is if there is no deal, it will drop back into the $20's.
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BCE Inc. (BCE-T)
February 11, 2008
A lot of money out there not willing to take $6 of easy money because of fear the deal will not close. 1) Everyone close to it thinks it will close. 2) A lot of smart money on the street thinks it will close. 3) A lot of debt is going to need to be placed out of this deal. The big risk is if there is no deal, it will drop back into the $20's.