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Signal Opinion Expert

2007-10-01

STRONG BUY
Thomson Reuters Corp (TRI-T)
In the past 12 months they have completely reinvented themselves. There are not a lot of analysts’ reports that have really got into the guts of what the company has done in the last little while. A great little Buy here. Really cheap.
publishing/printing
Chyanne Fickes

Vice President of Investments, Stone Funds

Price: $42.450
Owned: Yes

2007-10-01

TOP PICK
Thomson Reuters Corp (TRI-T)
Market is continuing to ignore the company and yet they continue to surprise on the up side. ROE, although skinny, is expanding. Feels the market underestimates what Reuters is going to do for them. Earnings should be over $2 in the next couple of years. Cash flow should be around $3.65.
publishing/printing
Michael Sprung

President, Sprung Investment Management

Price: $42.450
Owned: Yes

2007-10-01

BUY
Allen-Vanguard Corp. (VRS-T)
Products have become much more commodity driven given what is going on in Iraq. There is a $20 target on this stock and it has been extremely volatile. A little pricey, but not a bad play.
consulting
Chyanne Fickes

Vice President of Investments, Stone Funds

Price: $9.740
Owned: Unknown

2007-10-01

COMMENT
Yamana Gold Inc. (YRI-T)
Trying to acquire Meridian Gold (MNG-T) but have been meeting a lot of resistance from the shareholders. If successful, it would leap them into the bigger mid-tier producers at about 1.5 million ounces a year. It looks like it will probably go through.
precious metals
Michael Sprung

President, Sprung Investment Management

Price: $11.880
Owned: No

2007-09-28

COMMENT
A Comment -- General Comments From an Expert 
Gold - October is typically a weak month for gold, but not sure it will be this time. $800 is an easy objective in the next 3 to 6 months. He couldn't rule out $1000.
Hugh Cleland, CFA

Founding Portfolio Manager, Northern Rivers Capital Management Inc.

Price: $0.020
Owned: Unknown

2007-09-28

COMMENT
Barrick Gold (ABX-T)
Believes the price of gold is going up with the US$ showing such weakness. These days, he prefers Goldcorp (G-T). They don't pay much in the way of a dividend.
precious metals
David Cockfield

Managing Director, Northland Wealth Management

Price: $39.950
Owned: Yes

2007-09-28

BUY
Active Control Technology (ACT-X (Dead))
Wireless communication network. 77 Virginian mines have submitted proposals for monitoring mines. 45 have indicated this company.
computer software/processing
Hugh Cleland, CFA

Founding Portfolio Manager, Northern Rivers Capital Management Inc.

Price: $0.330
Owned: Yes

2007-09-28

COMMENT
ATS Automation (ATA-T)
There has been a coup at the board level, which is the reason for the jump to $7. He would like to look at this one because of the changes.
misc industrial products
Hugh Cleland, CFA

Founding Portfolio Manager, Northern Rivers Capital Management Inc.

Price: $6.940
Owned: No

2007-09-28

BUY
Azure Dynamics Corp. (AZD-T (Dead))
Modifying engines for the short “Stop-Go” vehicles like the post office, FedEx etc. Very good fuel conservation. Likes what they are doing and where they are going. They are looking to raise money and he will be participating.
Automotive
Hugh Cleland, CFA

Founding Portfolio Manager, Northern Rivers Capital Management Inc.

Price: $0.440
Owned: Yes

2007-09-28

BUY
Breakwater Resources (BWR-T (Dead))
Fundamentals for zinc look fantastic. Looks like a good takeout candidate.
metal mines
Hugh Cleland, CFA

Founding Portfolio Manager, Northern Rivers Capital Management Inc.

Price: $3.020
Owned: No

2007-09-28

BUY
Catamaran Corp (CCT-T (Dead))
Very visible cash flow and high margins. Gaining increased market share in the pharmacy management industry. Missed their numbers for the June quarter and lowered their guidance. Value managers are now buying. Revenues and expenses are in the US so a stronger Cdn$ does not affect them.
Business Services
Hugh Cleland, CFA

Founding Portfolio Manager, Northern Rivers Capital Management Inc.

Price: $15.820
Owned: Yes

2007-09-28

COMMENT
Chariot Resources Ltd. (CHD-T (Dead))
Doesn't know a lot about this one, but 2 people he respects a lot on base metals are pounding the table on this one as a takeout candidate.
precious metals
Hugh Cleland, CFA

Founding Portfolio Manager, Northern Rivers Capital Management Inc.

Price: $1.150
Owned: No

2007-09-28

BUY
Canadian National R.R. (CNR-T)
Rails are economy stocks, so you have to feel reasonably confident Canadian economy is going to chug along. Despite concerns in the US, he feels Canada will do okay. Made a good purchase of a short rail line around Chicago allowing them to ship around the Chicago bottleneck.
Transportation
David Cockfield

Managing Director, Northland Wealth Management

Price: $56.760
Owned: Yes

2007-09-28

COMMENT
Energold Drilling Corp. (EGD-X)
Looks like they have the highest margin-drilling set-up. Margins are so shockingly high relative to the other drillers that he has to look into this. If they are as good as he is told, he will be considering this.
mining services
Hugh Cleland, CFA

Founding Portfolio Manager, Northern Rivers Capital Management Inc.

Price: $3.520
Owned: No

2007-09-28

COMMENT
Ensign Resource Service Group (ESI-T)
Service/drilling area is still in very bad shape out west. Rig count is under 50%. Not a very rosy future for them. If it gets close to $20, considered lightening up.
oil/gas
David Cockfield

Managing Director, Northland Wealth Management

Price: $18.780
Owned: Yes

2007-09-28

BUY
Functional Technologies (FEB.H-X (Dead))
Technology for yeast in the wine industry. Replaces existing east, which produces a carcinogen.
Consumer Products
Hugh Cleland, CFA

Founding Portfolio Manager, Northern Rivers Capital Management Inc.

Price: $1.480
Owned: Yes

2007-09-28

TOP PICK
Goldcorp Inc (G-T)
Starting to show technically that it is starting to move again. Have tremendous reserves.
precious metals
David Cockfield

Managing Director, Northland Wealth Management

Price: $30.400
Owned: Yes

2007-09-28

COMMENT
Hanfeng Evergreen (HF-T (Dead))
Transformed itself with a deal with Agrium (AGU-T). Very close to becoming a fully integrated producer of fertilizers in China. Technically, it is testing a double top, which could be a short-term risk, but in the long-term it could be okay.
other services
Hugh Cleland, CFA

Founding Portfolio Manager, Northern Rivers Capital Management Inc.

Price: $14.760
Owned: Unknown

2007-09-28

PAST TOP PICK
Kodiak Oil & Gas (KOG-N (Dead))
(A Past Top Jan 245/07. Down 22 %.) Exposed to the gas market. 2nd largest landholders in the Vermillion basin. Probably needs another $1 on the gas price before the Rocky Mountain gas price becomes interesting to this company.
oil/gas
Hugh Cleland, CFA

Founding Portfolio Manager, Northern Rivers Capital Management Inc.

Price: $3.300
Owned: Yes

2007-09-28

BUY
Longview Capital Partners Inc. (LV-T)
An aggregator of interesting mining stocks. There is an NAV play here.
management/diversified
Hugh Cleland, CFA

Founding Portfolio Manager, Northern Rivers Capital Management Inc.

Price: $0.700
Owned: No

2007-09-28

TOP PICK
Neptune Tech & Bioresource (NEPT-T)
(A Past Top Jan 245/07. Up 11.3 %.) Krill oil. Extraordinarily volatile. Pronova, which distributes prescription fish oil products, is going public in Europe with this. A fantastic validation of what this company is doing. Still a Buy.
biotechnology/pharmaceutical
Hugh Cleland, CFA

Founding Portfolio Manager, Northern Rivers Capital Management Inc.

Price: $5.050
Owned: Yes

2007-09-28

BUY on WEAKNESS
Petro-Canada (PCA-T)
Cheap on an integrated basis. Has lots of production outside of Alberta. Have been making reasonable money on the downstream side. Trading around 10, 11X earnings. Prefers it under $50.
integrated oils
David Cockfield

Managing Director, Northland Wealth Management

Price: $57.070
Owned: Yes

2007-09-28

BUY
Pacific Energy Resources Ltd. (PFE-T (Dead))
Have some interesting properties in the US. Impressive assets. The only small worry is the debt levels. If you believe oil is going to stay above $60, debt service is not an issue for them. Has stalled out because they are waiting for news that their financing is complete.
oil/gas
Hugh Cleland, CFA

Founding Portfolio Manager, Northern Rivers Capital Management Inc.

Price: $2.700
Owned: Yes

2007-09-28

TOP PICK
Power Financial Corp (PWF-T)
Feels it has some real un-noted value in Europe. Owns Pargesa which controls the Suez and many other things. Also has Great West Life (GWO-T), IGM Financial (IGM-T), Mackenzie Financial and Canada Life.
finance/leasing
David Cockfield

Managing Director, Northland Wealth Management

Price: $41.500
Owned: Yes

2007-09-28

BUY
QGX Ltd. (QGX-T)
A coal company in China, which has a huge appetite. Fundamentals look good.
precious metals
Hugh Cleland, CFA

Founding Portfolio Manager, Northern Rivers Capital Management Inc.

Price: $3.240
Owned: No

2007-09-28

BUY on WEAKNESS
Royal Bank (RY-T)
Banks as a group have been taking a rest recently. The Royal is a class act. This is the kind of stock you can buy and put away. The upcoming environment for the banks is a little bit tricky right now, so you will have opportunities to buy.
banks
David Cockfield

Managing Director, Northland Wealth Management

Price: $55.050
Owned: Yes

2007-09-28

TOP PICK
Seaspan Corp. (SSW-N)
Container ships. Gives international exposure. Essentially, they get leases for the ships, mainly from Chinese shippers. They provide the crews and the upkeep and sign 10, 12 year leases. 5.4% yield.
Transportation
David Cockfield

Managing Director, Northland Wealth Management

Price: $32.900
Owned: Yes

2007-09-28

DON'T BUY
Suncor Energy Inc (SU-T)
He has kind of cooled on the tar sands and this includes this stock. He sold most of his holdings. It looks expensive and there are problems relating to the tar sands.
integrated oils
David Cockfield

Managing Director, Northland Wealth Management

Price: $94.460
Owned: Yes

2007-09-28

BUY
Talisman Energy (TLM-T (Dead))
Has been a frustrating stock. Good management. Diversified outside of Canada. Expect there will be production growth. Not expensive.
oil/gas
David Cockfield

Managing Director, Northland Wealth Management

Price: $19.530
Owned: Yes

2007-09-28

DON'T BUY
TransCanada Corp (TRP-T)
Has been taking a rest. Prefers to buy it in the $33 range. Nice dividend. Good potential down the road, but not a huge amount of growth in the next little while. Earnings will probably pick up in 08 and 09.
oil/gas pipelines
David Cockfield

Managing Director, Northland Wealth Management

Price: $36.470
Owned: Unknown

2007-09-28

BUY
Uranium Participation Corp. (U-T)
Had a big pullback after uranium had gotten a little frothy. Feels the basic fundamentals for uranium are intact. He used this more as a trading vehicle. Demand for uranium should get stronger 2 years out and further.
precious metals
Hugh Cleland, CFA

Founding Portfolio Manager, Northern Rivers Capital Management Inc.

Price: $11.430
Owned: Yes

2007-09-28

BUY
VendTek Systems Inc. (VSI.H-X)
Expects to see some movement in the stock in the next week or two because of a road show they did in the US. Also expanding into the international space. Could do $0.09 to $.15 in earnings over the next 12 months.
computer software/processing
Hugh Cleland, CFA

Founding Portfolio Manager, Northern Rivers Capital Management Inc.

Price: $0.820
Owned: Unknown

2007-09-28

TOP PICK
WebTech Wireless Inc. (WEW-T (Dead))
(A Past Top Jan 245/07. Down 44%.) Ran into problems with a Brazilian contract. The emerging global leader in fleet telematic. 1/3 of sales in the US. Have taken advantage of the rising Cdn$ and are well positioned.
electrical/electronic
Hugh Cleland, CFA

Founding Portfolio Manager, Northern Rivers Capital Management Inc.

Price: $3.400
Owned: Yes

2007-09-28

TOP PICK
Western Gold Fields (WGI-T)
Operations in the US, so costs and revenues are in US$’s. Stronger Cdn$ does not affect them. World-class reserve at almost 4 million ounces. Going into production in January.
precious metals
Hugh Cleland, CFA

Founding Portfolio Manager, Northern Rivers Capital Management Inc.

Price: $3.420
Owned: Yes

2007-09-27

DON'T BUY
A Comment -- General Comments From an Expert 
Banks - Have been subject to some top forming and some problem areas. Had a strong up leg and then went into a head and shoulders formation and the prices have fallen below the moving averages. This will indicate some problems ahead.
Ron Meisels

President, P & C Holdings

Price: $0.020
Owned: Unknown

2007-09-27

COMMENT
A Comment -- General Comments From an Expert 
Gold - In a major uptrend, but gold stocks are going to take a pause, with one exception. (See his Top Picks.) They may have to do some meandering around their current trading ranges. In the long term, he believes gold is heading towards $1000.
Ron Meisels

President, P & C Holdings

Price: $0.020
Owned: Unknown

2007-09-27

TOP PICK
Barrick Gold Corp (ABX-N)
The strongest gold stock at this stage. Had a major breakout recently. Stock has been base building for almost 2 years. 200-day moving average has been following the stock and it broke through this.
precious metals
Ron Meisels

President, P & C Holdings

Price: $39.180
Owned: Yes

2007-09-27

TOP PICK
Allied Properties REIT (AP.UN-T)
Beam and post properties in Toronto. These are spaces that smaller companies can move to. Made some very astute acquisitions, especially one in Montreal that should increase cash flow tremendously. They really have a lock in this market.
investment companies/funds
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $22.040
Owned: Yes

2007-09-27

SELL
Brookfield Asset Management (A) (BAM.A-T)
A great selling opportunity. Stock has risen over a very long period, above its 200 day moving average. It has now broken below this and will now probably go back and test the 200-day moving average.
management/diversified
Ron Meisels

President, P & C Holdings

Price: $38.780
Owned: Unknown

2007-09-27

TOP PICK
Brookfield Asset Management (A) (BAM.A-T)
Very smart, astute investors. A lot of their cash flow comes from bands, hydroelectric, et cetera and nothing to do with the credit market. One of the best names in Brazil in growing their Brazil assets.
management/diversified
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $38.780
Owned: Yes

2007-09-27

COMMENT
BlackBerry (BB-T)
Came out of a major congestion area in 2006, so the pop up was significant. Stock is doing very well and is above its 200-day moving average. The only caution is that the 200-day moving average is at $65 while the stock is $100 and if anything ever comes out that is not good, it will drop very quickly. Have a very tight Stop on the stock.
electrical/electronic
Ron Meisels

President, P & C Holdings

Price: $99.900
Owned: Unknown

2007-09-27

WEAK BUY
Bombardier Inc (B) (BBD.B-T)
Had a lot of problems in the past. Airlines industry is always potentially having problems. It is a cheap stock and has done well. Their competition in Brazil has a better product. Probably worth biting.
transportation equip & components
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $5.950
Owned: No

2007-09-27

BUY
Breakwater Resources (BWR-T (Dead))
Like this stock because it went through a long major base building. When it broke out, it had a long upward move and is currently above the 200-day moving average. Got a little ahead of itself in June and pulled back, but the correction came back to its 200-day moving average. Looks like it is starting a new major up leg.
metal mines
Ron Meisels

President, P & C Holdings

Price: $3.200
Owned: Yes

2007-09-27

WATCH
China Gold International Resources (CGG-T)
From 2003 two 2005, the stock dropped from $5 to about $.50 and since then has made a major base building. Broke out in February and is now in a secondary accumulation. Look for a breakout from this secondary accumulation (About $2.20 - $2.30.), which is probably the next major up leg for it.
precious metals
Ron Meisels

President, P & C Holdings

Price: $2.230
Owned: Unknown

2007-09-27

WATCH
Connacher Oil and Gas (CLC-T)
On the verge of a huge major breakout. You will want to own it when it goes past $4.50.
oil/gas
Ron Meisels

President, P & C Holdings

Price: $4.200
Owned: Unknown

2007-09-27

PARTIAL BUY
Canadian Natural Rsrcs (CNQ-T)
One of the best run companies in Canada. Have a great oil sands project that has been on budget and on time. Very good management. There will be some volatility. You could buy half your position and the rest if it falls.
oil/gas
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $75.200
Owned: Yes

2007-09-27

COMMENT
Dundee Wealth Management Inc. (DW-T (Dead))
One of the problems is that it is an A and B structure and the Goodman family has voting control. It's a valuable asset.
finance/leasing
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $18.250
Owned: No

2007-09-27

TOP PICK
eBay Inc (EBAY-Q)
Have a great brand name. Their pricing model is fantastic. They have a monopoly that gives them great pricing power.
specialty stores
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $39.270
Owned: Yes

2007-09-27

HOLD
Eldorado Gold (ELD-T)
Long-term Hold, but for the moment it probably needs to come back a bit.
precious metals
Ron Meisels

President, P & C Holdings

Price: $6.020
Owned: Unknown

2007-09-27

WAIT
Falcon Oil & Gas (FO-X)
Has dropped back and now he needs a longer term of base building.
oil/gas
Ron Meisels

President, P & C Holdings

Price: $0.580
Owned: Unknown

2007-09-27

PARTIAL BUY
Husky Energy (HSE-T)
Energy stocks are the best group currently. If you like the stock, take a half position and then if it falls back, it won't matter. By the other half on weakness or if it starts moving up.
oil/gas
Ron Meisels

President, P & C Holdings

Price: $41.370
Owned: Unknown

2007-09-27

BUY
Kinross Gold (K-T)
May have to do some meandering around the current trading range. This will give you a buying opportunity.
precious metals
Ron Meisels

President, P & C Holdings

Price: $14.990
Owned: Unknown

2007-09-27

PAST TOP PICK
Kroger Co. (KR-N)
(A Top Pick July 5/06. Up 29.2%.) Has been doing well because it is in consumer staples, a defensive area. The 200-day moving average is still rising. Still a Buy.
food stores
Ron Meisels

President, P & C Holdings

Price: $28.580
Owned: Yes

2007-09-27

BUY
Manitoba Telecom Services (MBT-T (Dead))
Has done an inverse head and shoulders and what you want is a major break above $50-$51. If you own the stock, have your Stop at $46. Stock should break into new high levels fairly shortly.
telephone utilities
Ron Meisels

President, P & C Holdings

Price: $48.530
Owned: Unknown

2007-09-27

TOP PICK
McAfee Inc. (MFE-N (Dead))
Internet security. Has it been in a long-term congestion area, broke out and is now doing another congestion area. It is on the verge of breaking again. Had stayed with its 200-day moving average even though the market had dropped off.
electrical/electronic
Ron Meisels

President, P & C Holdings

Price: $34.620
Owned: Yes

2007-09-27

PAST TOP PICK
Minefinders Corp (MFL-T (DEAD))
(A Top Pick July 5/06. Up 10%.) The recent correction is a good buying opportunity, because the stock came back to the major support level. May test the $9.50 area. Stock should be significantly higher 6 months from now.
precious metals
Ron Meisels

President, P & C Holdings

Price: $10.450
Owned: Yes

2007-09-27

PAST TOP PICK
Northern Orion Resources (NNO-T)
(A Top Pick July 5/06. Up 13.4%.) In the process of a 3 way merger with Yamana (YRI-T) and Meridian (MNG-T).
metal mines
Ron Meisels

President, P & C Holdings

Price: $6.210
Owned: Unknown

2007-09-27

DON'T BUY
Nortel (NT-T (Dead))
Probably not only a $10 stock, but probably a $5 stock.
Telecommunications
Ron Meisels

President, P & C Holdings

Price: $16.660
Owned: No

2007-09-27

BUY
Orvana Minerals (ORV-T)
Made a major base recently and is starting to break above the 200-day moving average. Stock should be significantly higher 6 months from now.
precious metals
Ron Meisels

President, P & C Holdings

Price: $0.920
Owned: Unknown

2007-09-27

BUY
Petro-Canada (PCA-T)
Above its 200-day moving average. There was a bit of a rally recently and there could be a pullback. Take some positions anyway and if the stock comes back to $54, then get some more. The stock is on the verge of a breakout.
integrated oils
Ron Meisels

President, P & C Holdings

Price: $57.200
Owned: Unknown

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