Please note the comments in “Announcements” my son made on the home page but they are very interesting. If you become a member, we will send you Top Picks every day. Also if you have your special stocks entered, then whenever they are mentioned we will send you an email about them as well. If you miss going to the site you still know what is going on. You can also go to the Opinions/Portfolio comments and see the last 100 comments about your stocks. Try it, you’ll like it. Bill
Cautious on Yellow Pages business. Big secular decline in that kind of print advertising. If you Short this, you have the issue of paying distributions.
Shorting Apple (AAPL-Q) and Long on Rim (RIM-T)? Agrees going Long on Rim and Shorting Apple would be a pretty good hedge. Rim trades at about 14X forward earnings and Apple trades at close to 26X-27X.
Shorting Apple (AAPL-Q) and Long on Rim (RIM-T)? Agrees going Long on Rim and Shorting Apple would be a pretty good hedge. Rim trades at about 14X forward earnings and Apple trades at close to 26X-27X.
Over time this company will do very well. Just made a very large acquisition in Turkey and will have very interesting synergies. Bullish on agriculture. Low valuation.
Has a significant legacy long-distance business. Acquired All Stream. Traditional telephony with no significant exposure to wireless or other categories that are growing much more quickly.
Have done a great job cutting costs and working on growing the business. Also doing well growing wireless assets. Nice stable 6% dividend yield. Trades at a low valuation. To hedge this, you could Short Manitoba Tel (MBT-T) or some of the US telcos.
4th largest cable operator in Canada situated in Ontario and Quebec and trades at about 5X EBITDA. Have a large business in Portugal and the market is putting a negative value on this asset. If they do anything with this such as selling it off, improving it, etc. there will be considerable upside. Could be an M&A target.
Very shrewd resource investors. Own silver and gold bullion and cash. Recently made an acquisition of a natural gas company and are getting in at a very low point of the natural gas cycle. Conservative NAV of $4.
Pharmaceutical industry has been very much out of favour. Likes the long-term play in pharmaceuticals with the aging population and demographics. Recently bought Wyeth (WYE-N) and expecting a lot of synergies from this. Trades at 8.5X earnings with almost 4% dividends.