BUY
One of the better names in the US. This is attractive. Significant upside from here.
BUY
POTASH : Potash can be a cheap for of insurance. We skipped a season in putting it down. You can’t go two years without applying it. Stick with the majors.
PAST TOP PICK
(Top Pick Mar 06/09, Up 31.7%) Still likes it and still holds it. It is the most expensive pipeline company but the Alberta system has not been fully valued into the stock. 16-20% upside in this still. First class management team. Not all of its pipeline is being fully valued into the price of the stock.
PAST TOP PICK
(Top Pick Mar 6/09, Up 26.5%) Does still like them. Long term they are a little more risky. Linked to Nova Scotia so not the fastest growing region in the country. Still worth holding.
PAST TOP PICK
Pretty boring but good at the time. Was 55% at the time. Right now, maybe 2-3%.
BUY
Attractive name. Most of business is outside of Canada so not affected by the 2011 event.
BUY
One of the strongest names and can easily be $85. A stock split would be positive for the name. Would suggest picking it up on weakness. Tremendous torque to heavy oil and the horizon project. It has been a tremendous cash generator.
BUY
Likes it. One of his larger holdings. A solid name and he is impressed with management. Good storage facilities. They are right in the sweet spot.
HOLD
Doing a lot of the things right. Debt is still high. A little more gas weighted. It has gone from a sell to a hold. A year or more of patients and you will be rewarded.
BUY
Decent entry point. One of the best performers out there. Balance sheet clean, oil weighted. Lots of cash to go after consolidation. Dividend is safe and no risk that it will be cut in the future.
SELL
A roller coaster. The way to look at this is that what is driving it is the possibility that it may get taken out. There is nothing to hang you hat on in terms of cash flow.
HOLD
Valuation is the issue. It has been a darling for some time. Some decent production growth for ‘10 but hard to see where it comes from in ’11. Could sell on strength on particularly good days in the market.
BUY
Likes the name because it has transitioned to a higher multiple. Margins are very large for the foreseeable future. An attractive name.
HOLD
Still positive, but it had a good run and is getting to the upper end. Good management team.
BUY
Africa is a interesting part of the story. Company had the danger of being the Exon of the gold business. This is an attractive transaction for the company.