BUY
43101, a validation of what they say they have by a 3rd party., is coming up. Have also found a lot of very interesting new veins, post the 43101 calculations that won't be factored in.
BUY
The whole PC supply chain appears to be on a major rebound. There's good demand for notebook computers and LCD screens that go with desktops. Has under performed Hewlett-Packard (HPQ-N). Have got a lot of the problems out of the way.
STRONG BUY
Rural Internet provider. Doesn't understand why it has been neglected. Continues to perform well and looks like they will have great opportunities for growth in Australia. Building Singapore network right now. Strong presence in Alberta. Cash flows are ramping. $35 million in cash.
BUY
Indian automobiles. Very well run company. Recently bought Jaguar and Land Rover and looking to revitalize those brands. Leadership company. Not that expensive.
BUY
With the energy complex doing very well, methanol pricing has been looking a lot better. Assets in South America makes it low cost producer.
BUY
Columbia is one of the better South American countries to do business with these days. Korean and Chinese companies are sniffing around Columbia and there is a high probability of an acquisition.
BUY
Directional drilling services. In the last few weeks, with increased appetite for speculation in natural gas, these stocks have started to move. High ROE. He prefers Phoenix (PHX.UN-T).
BUY
Directional drilling services. In the last few weeks, with increased appetite for speculation in natural gas, these stocks have started to move. High ROE.
BUY
(Market Call Minute.) Banks are still a Buy. Have more upside of perhaps 15%.
WAIT
(Market Call Minute.) Probably not a Buy for the next 3 or 4 months but longer-term it would be a buy.
COMMENT
(Market Call Minute.) Has done the majority of its work to the upside. Still positive on the refinancing of their debt.
BUY
(Market Call Minute.) Given industrial economic recovery, particularly on transportation and the airline side, it is probably a Buy.
BUY
(Market Call Minute.) Great long-term purchase. His preference is a shift from banks to insurance at this point.
BUY
(Market Call Minute.) Plays all the Junior E&C’s in Canada. Big beneficiary of Ontario road and infrastructure spending. Also oil sands coming back is a positive.