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| DON'T BUY | 15.640 | David Burrows | Has a lot of market share in oil/gas equipment. Has a history with them and is less than pleased with the way management led investors to believe certain things and ultimately disappointing. There are better ones to focus on. | 2012-01-05 | |
| TOP PICK | 85.550 | David Burrows | A mobile energy services companies. These often trade with a low earnings multiple because of cyclicality. We are in a significant leg higher in energy and by the time it is over it'll trade like a growth stock and the market will be willing to pay much higher earnings multiple. Eastern Hemisphere business grew at 48% and Latin America/South America grew at 28%. North America grew at 11%. | 2008-04-18 | |
| TOP PICK | 72.470 | David Burrows | An equipment/services company. An international play. Have very strong growth (40%) in the eastern hemisphere next year. All their peers are down grading earnings estimated, they aren’t. Good company in a difficult environment. | 2008-03-31 | |
| DON'T BUY | 63.700 | David Burrows | Had been impacted a great deal by currency. With the pullback in the Cdn$ in the last few days it was able to move up. It is oversold, but when you consider the market they fell into, it's in pretty tough shape. | 2007-12-04 | |
| BUY | 65.820 | Peter Hodson | A great name in its space. | 2005-11-17 | |
| BUY | 63.750 | Brad Willock | A gas/oil drilling company. Likes the drillers. With all the money oil companies have now, a lot of drillers are going to be engaged. | 2005-11-14 | |
| BUY | 64.900 | John Stephenson | A decent name. In general, he would be a holder of the drillers. | 2005-11-07 | |
| WEAK BUY | 50.950 | Brad Willock | Has had a good run. There could be some more upside in oil/gas services names. Oil/gas companies are flush with cash. Risky name in a risky sector, so you need some tight reins. | 2004-11-10 |
