TOP PICK
$900 million cash in the bank. Closed their copper smelter, which was a liability. Wonderful new copper/gold mine coming on giving them 200,000 ounces of gold a year. Started paying a dividend.
TOP PICK
One of the great plays in the North Sea, not far offshore. Wonderful management team. Strong balance sheet. Very smart. Will be a significant beneficiary when BP has to start shedding assets after the Gulf disaster.
TOP PICK
Movie revenues up 5%, media revenues up 40%. Some good 3D and iMax movies are coming.
COMMENT
A pure play on uranium so a great way to play the commodity and avoid company risk. China has 13 nuclear plants in operation and building 27 so their demand will about triple.
COMMENT
Has disappointed 3 quarters in a row so he’s been lightening his position. Paying a good distribution until year-end when they convert.
BUY
Has had a nice pick up. A high quality trust. Good solid performer.
HOLD
Likes this stock. Expect oil may stay high in the $80+ range. This one has not been reacting to the higher oil prices.
HOLD
One of the great success stories in Columbia. Great long term Buy. Chilean and Colombian exchanges are getting together to form a new exchange and this will be listed. The wealth being generated in Latin America sill start to flow into some of the better growth stories.
BUY
Trading at a very high volume and broke through its 50 day moving average. Banks are likely to increase their dividends over the next year. All Cdn banks are good long-term holds. (His favourite is Toronto Dominion (TD-T)).
PAST TOP PICK
(A Top Pick Nov 11/09. Up 34.61%.)
PAST TOP PICK
(A Top Pick Nov 11/09. Down 4.3%.)
PAST TOP PICK
WEAK BUY
Was more interesting in 2009. Will probably do well long term. Prefers Citigroup (C-N) even though it is riskier. Upside is far greater. You could also consider VIST Financial (VIST-Q) or Fidelity Southern (LION-Q), which are both Buys with the potential to double. Both pay dividends.
PAST TOP PICK
(A Top Pick Oct 22/09. Down 35.3%.) Lost a $13 million court judgment, which they will appeal and are confident on but he is not sure. Things are looking better but they continue to lose money. Hold.
HOLD
Record revenues and no debt. Good international diversification. Paid a $0.50 dividend this year.