PAST TOP PICK
(A Top Pick March 3/10. Down 45.69 %.) Sold his holdings at a profit.
TOP PICK
The IPO last year was priced too high. It has come back up to that point now. This is a very high quality stock and a seriously large oil sands accumulation of land. They just bought more land in the last few days. He is inspired by the idea that ‘oil is oil’ and ‘we have it’ and ‘you have got to have it’. Figures this one will run higher.
TOP PICK
600 million ton producer. Thinks it can double from here.
TOP PICK
Mainly in Alaska and Arizona. Stock is generally not known. Project generation. Relationships and projects with several other companies. It spreads the risk.
N/A
There is no sign of the gold spike coming to an end. One tends to worry. It is a strange world at the moment with all that has been going on for some time – interest rates, depression in US housing, then financial problems, and then massive wave of revolution and discontent bubbling up to the surface in certain Mediterranean countries. It’s all very unsettling. What ever happens in Libya, the oil price comes down afterwords about $10. He is telling investors to expect massive and sudden moves in the market both up AND down.
STRONG BUY
Has had a bit of a dip from the top, but almost all of these have. It is still a very strong situation. Not a lot of people covering it. It is taking a bit of a pause right here.
HOLD
Disappointing earnings across the board. Probably mainly due to the Videotron content. Building out the wireless network will be expensive for them. One should be patient. Looking for steady growth. It is not exciting. He might trade out of it.
BUY
Could get taken out. Just completed acquisition of a mine in Africa, which is heavy rare earth. Likes it.
DON'T BUY
Pulp, veering toward cotton and other natural textiles. Don’t compare it with Domtar and others like that.
WEAK BUY
Sector is fine. Sometimes prefers a company that doesn’t have a major shareholding interest as this one does. It is not his preferred. They’re all good stuff.
PAST TOP PICK
(Top Pick Mar 18/10, Up 10.82%) When snow piles up in North East US, this is good for this company. Has the biggest salt mine in the world in Goderich, Ontario. A bit of a utility.
PAST TOP PICK
(Top Pick Mar 18/10,Up 39.85%) He thinks it will go up further.
PAST TOP PICK
(Top Pick Mar 18/10, Up 104.65%) Still likes it. Lowest cost gold mine in the world. He would still buy it here.
BUY
Will have to expand at some time. Very nice dividend. Yesterday a new handling agreement with Teck Resources caused an upgrade by RBC to outperform.
BUY
Doesn’t know if they will raise the dividend. It is a good hold. A core stock that he doesn’t look at too much.