DON'T BUY
Has been a disappointment. Has fallen on hard times as foreign competition has come into the market place. A classic value stock, it will recover soon. Not jumping in right now, not an entry point.
TRADE
One of Canada’s great companies. Phenomenal operating model. It’s trading around 10 times next years earnings. Cheap. Believes oil will stay around $100 which will hurt the airlines.
TRADE
Wouldn’t be chasing this stock on the basis it will be taken over. A take over will be very difficult.
DON'T BUY
The quarter was a little bit disappointing, which in this market is exaggerated. Suffering in the last week from a 10% decline in the gold price. They are subject to swings in currency because they are foreign. Only owns Canadian.
WEAK BUY
Like it, it’s the big guy. The most liquid gold stock out there. The cash flows are outstanding. Will be a vehicle as the market goes to liquidity. $60 target is reasonable in 1 year. Gold is not going to stop at $1000.
BUY
A good bell weather for the uranium business in general. Uranium business will be in demand down the road. An interesting name to participate in for a firmer uranium price over the next 5-10 years.
BUY
A security. Looking for securities not just stock in this market environment. Securities pay while your waiting. A great place in the market place around the world to participate in a 2-3 year cycle. Getting growth and a hard asset.
COMMENT
Copper- Has gone through a great upswing, it’s making a great move. Copper stocks are not as expensive as they were relative to the copper price 6-7 months ago. Would take profits from the junior companies and stay with the senior cash generators.
TRADE
Don’t own the stock because the industry is a concern. Some money will flow into Telus.
HOLD
The agriculture sector is interesting. It will stay strong for the next decade. Regrets not participating in the sector. An area that you want to keep in your portfolio.
DON'T BUY
Involved with financial market implications. Much prefers BMO.
WAIT
Has suffered because on its exposure in the U.S. The management is some of the best in the banking industry. TD is approaching a good price and it’s a good company. Prefers BMO, it can better deal with this environment, pays you while you’re waiting.
WEAK BUY
It has most of the key ingredients in place today, large deposit, potential takeover, in safe jurisdiction, infrastructure in place. The only issue is raising capital. It is interesting at this level.
WEAK BUY
It’s a liquid name. Have a positive outlook in the gas sector, therefore optimistic on this stock.
BUY
Bought it for its growth potential. Have just raised capital, which takes risk out of the name. There are not a lot of high grades around the world that are comparable. Hold for 3-5 years. A great play on iron.