BUY
Canadian. Excellent phase 3 product results. A take over target, in a position of being sold right now. They have lots of cash. At this level it’s a dollar below financing. Good product. Would buy at this price.
WEAK BUY
Bought some this morning. Like the management team. Stock has come down over the past week, because of a poor analysis. A great asset company, with great technologies.
DON'T BUY
Management team is excellent. Poor results over the last year. Stay away at this point.
WEAK BUY
Have come out with decent results. Wouldn’t recommend.
COMMENT
Movement of money- cautious about using book value as a value indicator. In a declining environment when companies are losing money the book value can deteriorate rather quickly.
DON'T BUY
Massive disappointment. In this environment, with this market there is no need to go for speculative stocks. Don’t be a hero.
BUY
Been disappointed with name. Either it’s a value trap or people don’t believe in the future growth of the company. Industries fine, earnings are OK yet no one cares. Very cheap with decent potential.
WEAK BUY
Great little company, with a system to keep track of miners. There’s a big safety push to implement this product in mines. Pretty good company. Would like to see more traction in terms of incremental contracts.
PARTIAL BUY
SI/K8- Like silver much more than gold. There’s a huge physical shortage of silver. There are very few equity plays to invest in silver. Do like this space a lot. Prefers PAN American.
WEAK BUY
It’s a buy if you can stand the volatility of the stock. It’s the stock that’s volatile, not the business. Business is good. Pretty much have a global monopoly. Great, great company.
PAST TOP PICK
(Top pick, March 12, 2007. Down 70%) They had Google as a customer, it looked like they were going to take over the world. They lost the contract and the stock fell apart. Not a buy right now. Balance sheet is OK.
PAST TOP PICK
(Top pick, March 12, 2007. Down 15%) They’ve had nothing but problems coming from their mines. Very, very cheap, new CEO, good production, great take over target. Would rather buy a stock that doesn’t disappoint.
PAST TOP PICK
(Top pick, March 12, 2007. Up 42%) Bought some more today. Customers are growing, balance sheet/cash flow are growing. A good take over target, over the next 18 months or so. A great product, Buy.
BUY
Continues to execute. Finding more and more assets under the north sea. Almost have guaranteed growth. Great management team, one of the cheapest names in the oil space right now. The company doesn’t need to sell. Bought some today.
WAIT
The uranium space has been decimated. Would wait until production has changed or there is some sort of positive change.