DON'T BUY
Strongco (SQP-T) or Finning (FTT-T)? Finning has a better long-term track record. Both are good long-term holdings. Heavy equipment is very much driven by economic cycles but wouldn't be too excited at this time.
DON'T BUY
Strongco (SQP-T) or Finning (FTT-T)? Finning has a better long-term track record. Both are good long-term holdings. Heavy equipment is very much driven by economic cycles but wouldn't be too excited at this time.
BUY
Very active in software. Have a huge amount of cash that they haven't spent and are looking for acquisitions. Impressed with the company and think they can go a long way. Intending to Buy.
DON'T BUY
Student transportation. Not negative on this but there are better places for income right now.
BUY
Some very smart people. Drilling in Colombia and Peru right now. They are looking for the big, multi-blockbuster field and have had pretty good track record in the past. Cash flow from existing properties can support the existing stock price but if they continue having success, they could get to $12-$15.
COMMENT
Plant came on stream recently and they are getting the grades of protein that they needed. His problem is that there is a lot of financing creating a lot of dilution. Not sure what the reward would be to him as an investor.