PAST TOP PICK
(A Top Pick Mar 23/07. Down 51%.) The market retreated and small caps got hit. People get impatient because they are not turning on new contracts in Singapore/Australia. There is no reason why they can't get these in the future. The company is in fine shape. He would absolutely Buy it today.
PAST TOP PICK
(A Top Pick Mar 23/07. Down 60%.) Excellent business. They are the top independent in the on-line marketing to parents and children. He expects them to be taken over. Management is buying shares.
PAST TOP PICK
(A Top Pick Mar 23/07. Up 7%.) There has been a pickup in the last few weeks because of a rush to quality and a rush to reliable dividends in the utilities. Has a fine history. Fairly aggressive expansion.
TOP PICK
There is nothing better today than a selection of certain royalty and income fund trusts. Absolutely fantastic and don't worry about 2011. Looks like it has the ability to continue to shine. 2.6% yield. As colossal reserves.
TOP PICK
Very much impressed. Looks like it is going to be able to get the laterite nickel project under way and into production in Madagascar. It has great expertise in dealing with communities.
TOP PICK
The best of the companies in the agricultural space. Brilliantly run and brilliantly diversified.
DON'T BUY
Ramped up production on pod 1 to 10,000 barrels and have made application for the 2nd pod to be built. The only small public company that he can see in the oil sands patch that is up and running. However, oil sands is a very high capital cost business and is generally thought to need very big size.
DON'T BUY
A diamond retailer with a mine attached which is a bit difficult. He would like to see this spun apart again. Numbers have not been all that sparkly.
COMMENT
There has been total neglect of the diamond sector. A very good Little producer and has expanded by acquiring Great Western Diamonds in Brazil. In a portfolio where you do buy some things that are down, this could be one of your stocks.
BUY
Company appears to be doing well. The solar sector is exciting but it is a highly speculative sector. There will be massive moves occurring on rumours. This would be his favourite in this sector.
DON'T BUY
(Market Call Minute.) Came out with a massive premium and is probably still there so he wouldn't buy it.
DON'T BUY
(Market Call Minute.) There are better places to go.
HOLD
(Market Call Minute.) It's beginning to look rather uneasy. He sold half his position.
WEAK BUY
Diamonds have been very difficult as a stock market area. It is quite complex. The measurement of diamonds. Takes quite a long time. This one is all right, but is on the slow burner.
COMMENT
This has become one of the front line, appealing stocks to Bay Street. Located in Albania and apparently has a very, very large assets. Very large reserves with expectation of very large production.