If gold builds a little base he can see it continuing to $1200. He sees the US$ weakening, which will strengthen gold. This could give this stock a 20% bounce.
New management issuing some intelligence. Over 6% yield, which is safe. Good place to park your money. Doesn't see a huge amount of earnings growth potential, he is more interested in the dividend.
Very aggressive dynamic management. Converted from a trust but still pays 7.5%. About 75%-80% oil. Did a big issue of shares and had a couple of takeovers. Into the Bakken play.
Hasn't seen the news on their new discovery. Had a little pop, which may fade out. Good company. One of the few large copper/zinc producers in Canada. Well managed and making money. Could be a takeover.
Likes the company. Continues to add to its users. Getting competition but is still a pretty unique product. Good operators. Hold and maybe even an add-to.
The wire line business of Bell (BCE-T). One of the better trusts to hold going into the 2011 period where trusts will have to convert. Excellent yield.
Natural Gas Commodity ETF. A lot of people have lost a lot of money on ETFs. There has been a bounce in natural gas so we have probably seen the bottom but we are still not out of the shoulder season yet. If you like natural gas, consider going into a senior producer like Encana (ECA-T).
Bullish on the whole gold area mainly because of the situation with the US$. Good operating gold company. Increased their dividend recently. Near its all-time high. (See Top Picks.)
Merged with PetroCanada. Hadn't been happy with the 2 individual companies but as a merged company it has the right combination of downstream gas stations and assets and there will be economy of scale as they move along. Strong presence in the tar sands.
Small, well run gas company. Didn't hedge. Excellent positions in the Montney but is getting squeezed on the capital side. No cash flow because of low gas prices. Caught between a rock and a hard place. A gas price bounce to $6 will give them some lease in life but meantime production is probably going to fall. He is hoping for a takeover.