TOP PICK
Inexpensive.
TOP PICK
This gives flexibility to react to the market. Her fund is 74% cash but the average portfolio should be 25%.
TOP PICK
Likes it seasonally. Weather was very wet last fall and a lot of fertilizer application did not happen. Also looking for a record crop this year. Expecting growth in China and Latin America meeting grain prices will go up and more international demand for Canadian grain.
PAST TOP PICK
(A Top Pick Oct 31/07. Down 59.8%.) Looks like it has been thrashed enough. The only issue she has is that you want to own companies that are squeaky clean.
PAST TOP PICK
(A Top Pick Oct 31/07. Down 3.2%.) Thinks it will eventually get taken over as it is in a safe jurisdiction.
PAST TOP PICK
(A Top Pick Oct 31/07. Down 56.9%.) Thinks it is down because it is a small cap and is located in China. She has moved on to a larger cap name. Thinks this is a buying opportunity but she prefers the safety of a Large cap.
DON'T BUY
Short reserve life. There is no good outcome for this. Have a couple projects but they need financing for them.
DON'T BUY
Uranium has one of the better fundamentals. A US bank has gone bankrupt and their uranium holdings had to be liquidated so uranium has dropped short-term. Expects it to start edging up again. This is not a favourite. She would prefer Paladin (PDN-T).
DON'T BUY
Uranium has one of the better fundamentals. A US bank has gone bankrupt and their uranium holdings had to be liquidated so uranium has dropped. Short-term and expects it to start edging up again. This is not a favourite. She would prefer Paladin (PDN-T).
BUY
Uranium has one of the better fundamentals. A bankrupt US bank had to liquidate their uranium holdings so uranium has dropped short-term. Strong management and a good reserve life. Would be a good Pair trade going long this one and short Denison (DML-T).
SHORT
Uranium has one of the better fundamentals. A bankrupt US bank had to liquidate their uranium holdings so uranium has dropped short-term. This company has not delivered. Would be a good Pair trade going long Paladin (PLD-T) and short this one.
BUY
Likes fertilizer stocks. Very inexpensive. Seasonality is good here. Canadian crops look good. China and Latin America are having droughts.
BUY
Iron ore inventory seems to be clearing up now, which will bode well for the iron ore price negotiations. Good safe dividend. No balance sheet issues. 7.75% yield.
DON'T BUY
Numbers were not good. Ethanol is economically sensitive. No balance sheet issues but it is sensitive to oil prices.
DON'T BUY
Doesn't like any financials. You don't know what these banks have on their books that could be tied to one of the US banks.