TOP PICK
(A Top Pick Feb 6/07. Down 53.16%.) Sold his holdings but bought back in Jan/09 because prospects for satellite recovery cycle are very good. Good diversification between government, military and commercial space. Great growth in backlog. Good margins.
TOP PICK
One of the leading natural gas stocks over the last 12 months. Located in Montney and Horn River B.C. Great management. Probably acquired within the next couple of years.
TOP PICK
Diversification across Canada. Great operational performance and good profitability metric over time. 7.5% yield is expected to be maintained through conversion in 2011. Payout ratio is around 35%. Phenomenal balance sheet.
PAST TOP PICK
(A Top Pick Feb 6/07. Down 42.43%.) Wealth management. You need to find companies with good strong track record of performance, relationship with the clients and ability to attract new business.
PAST TOP PICK
(A Top Pick Feb 6/07. Up 4.26%.) This is one you just put in your portfolio and forget about it. They run a fantastic business. Ideal play on infrastructure spending in Canada. Also have a play on unconventional natural gas extraction.
BUY
World-class technology company. LoJack software is embedded in the CPU and also has a software agent, which allows a stolen laptop to be located and secured. Have been signing international agreements. Strong balance sheet.
DON'T BUY
Shale gas in Quebec. Results have been encouraging and long-term prospects are very good. Such an early stage and with no infrastructure it could take some time, possibly 8 to 10 years. Speculative. (See Top Picks.)
COMMENT
Offered shares at less than the going price last week. TSX stopped but he thinks the deal will still go though. The deal will ensure the company has adequate funds to ramp up production, which should peal out around Nov-Dec. If the deal goes through then the stock will be a Buy.
SELL
Being acquired and most of the money has already been made. If you owned, it might be a good time to take some money off the table.
COMMENT
Hasn't been a great performer. Have ties to consumer electronics with its rare earth metals zirconium businesses as well as its neo-powders for magnets. Over $41 million US in cash. Earnings estimates have been coming up nicely. He tends not to play these businesses because of a lack of long-term value creation.
HOLD
Chinese financials have generally been looking a lot better. They did not suffer from the poor lending practices like other countries. This one has great potential. If you have a 3 or 5-year outlook, continue to Hold.
BUY
The Rice Lake opportunity, near the Red Lake camp has a lot of years left in it.
COMMENT
Natural gas in the Montney shale formation. Lots of reserves and recently raised some cash to develop them. Will probably get acquired.
BUY ON WEAKNESS
Got sufficient financing but now has to wait out the low level of drilling activity to start moving back up again. Great equipment and a very strong market presence. Expecting a corrective phase through the summer.
WATCH
60% owner of a property in the Timmins Camp that showed the best drill hole there almost ever. Needs to see a few more holes.