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| Hugh McCauley of Acuity Investment Management Inc. |
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| TOP PICK | CSI Wireless | CSY-T | 3.730 | Has Global Positioning that helps farmers plant their crops, a good core stable business. Also has a growth driver, Fixed Line Wireless, which has great margins and great growth. Teamed up with Motorola to penetrate 3rd world countries. Thinks they can double their earnings growth over the next year. | 2004-12-02 | ||
| STRONG BUY | Centurion Energy International | CUX-T | 10.050 | Great opportunities in Egypt. There is some volatility downside risk, but feels they will find more and more oil in the next couple of years. | 2004-12-02 | ||
| WATCH | Fording Canadian Coal Trust (Inc Trust) | FDG.UN-T | 81.750 | Still money to be made, but you have to be careful. Contracts are starting to reach a peak. Should have another good 6 months and then be very, very cautious. | 2004-12-02 | ||
| DON'T BUY | Superior Plus Corp | SPB-T | 28.000 | Feels the company is in transition from a growth story to a more stable yield story. An average trust with stable distribution over the next couple of years. Prefers growth trusts. | 2004-12-02 | ||
| TOP PICK | Trinidad Energy Services | TDG.UN-T | 9.750 | This may be one of the best 2 or 3 stories in Canada. They rent oil drilling equipment to the oil/gas companies and get a day rate. They are going to double the drills which could double the revenue, but not doubling the share count. Gross yield of about 7.4%. | 2004-12-02 | ||
| BUY | Tusk Energy | TSK-T | 3.080 | Split into an exploration and a trust. Likes the exploration which has great opportunities. The trust is really cheap with a high yield. | 2004-12-02 | ||
| STRONG BUY | Baytex Energy Corp | BTE-T | 12.780 | Made a very cheap acquisition today of light oil. Metrics look pretty good. Their heavy oil is all hedged. The trust is cheap on relative terms. | 2004-12-02 | ||
| WEAK BUY | Oilexco Inc | OIL-X | 2.910 | Drilling in the North Sea and has had some success. The last couple of wells were not as good as the market expected. They now have to raise money to drill more. Expect they will have to put themselves up for sale. Wouldn't pay more than $3.25. | 2004-12-02 | ||
| BUY | Transition Therapeutics Inc | TTH-T | 1.030 | Has a few products, but has one primary product in diabetes. If he gets it right, and the animal studies come through in humans, thinks the stock will go from $1 to over $10. The good news is that it has 2/3 other products coming up behind it, so if it drops, will only go down to $0.50. | 2004-12-02 | ||
| TOP PICK | CanArgo Energy Corp. | CNR-A | 1.020 | An exploration oil & gas company in the Republic of Georgia. They are doing a base level of infill drilling that will support the stock with $0.60 of cash flow. Also doing exploration plays for the big stuff which is risky. | 2004-12-02 | ||
| WATCH | BCE Inc. | BCE-T | 26.790 | Feels that the interest sensitive dividend paying stocks have been oversold. Inflation numbers are due tomorrow and if BCE sells off by $1/1.50, they may take the opportunity to buy. | 2004-05-13 | ||
| WEAK BUY | CSI Wireless | CSY-T | 2.640 | Have to be careful with small tech stories. They are filling and unmet need in rural areas in places like Mexico, South America and Africa where land line development is limited. Have good contracts with some large companies. Will be volatile. | 2004-05-13 | ||
| WEAK BUY | Davis + Henderson | DH-T | 16.300 | Doesn't have enough growth to interest him. There could be trading rallies in the stock. 2 years from now, will probably trade in the range of $14/16.50. | 2004-05-13 | ||
| TOP PICK | Dalsa Corp | DSA-T (Dead) | 21.800 | This is a long term holding. One of only 2 plants in the world that are doing mems/high voltage application. When they expand the plant 10%, thinks it will drop $1.70 in earnings but should grow to $2 while analysts predict $1. | 2004-05-13 | ||
| BUY on WEAKNESS | Open Text | OTC-T | 34.860 | Reported strong earnings, but stock took a drop. Market is going to be very skittish for the next 3/4 months. Just made a good acquisition which haven't shown up in their numbers yet. | 2004-05-13 | ||
| TOP PICK | Just Energy Group | JE-T | 15.280 | Investors should be in "growth" income trusts rather than just for distributions. This is a growth trust and expected to grow 20% for the next several years. | 2004-05-13 | ||
| BUY on WEAKNESS | Superior Plus Corp | SPB-T | 23.720 | Used to be a great growth story. Would have to make an acquisition for any future growth. Will probably be at this level for the next couple of years. There may be a trading opportunity in the near-term if they sell off further.. | 2004-05-13 | ||
| BUY | TM Bioscience | TMC-T (Dead) | 0.580 | Very volatile. Have a tiny percentage in a couple of their funds. Have superior technology in genetic testing. An early stage company. Should see breakeven by the end of the year. | 2004-05-13 | ||
| BUY | Cardio Pharma Corp | COM-T | 6.650 | Have some excellent drugs. Data is coming out which they hope will be very good in the next 3/6 months. | 2004-05-13 | ||
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| BUY | Atlas Energy Ltd | AED-T (Dead) | 2.990 | Thinks that they will have growth from 4000 barrels to 6000 which would mean a drop of about $1 in cash flow which means it is trading at 3 X cash flow. Excellent properties. Should be some good growth. Very cheap. | 2004-05-13 | ||
| TOP PICK | Valero Energy Corp | VLO-N | 64.760 | Refineries in the US are at about 97% capacity. One of the very few refineries that can handle sulfur. Will probably have a spike of $10 in earnings and $14/15 in cash flow. If oil drops, the stock will sell off a bit which would be the time to buy. | 2004-05-13 | ||
| BUY | Imaging Dynamics Company | IDL-T | 1.740 | Their technology is half the price of the big guys. At that kind of price differential, they can have dynamic growth. Will be volatile. | 2004-05-13 | ||
| BUY | Crescent Point Energy Corp | CPG-T | 14.300 | At $40 oil, be cautious on oil/gas stocks. Would love to see oil at $32/34 and within a buy. A great company. Superior to all the large-caps because it can grow from 8,700 barrels to about 13,000 over the next couple of years. | 2004-05-13 | ||
| BUY | Transition Therapeutics Inc | TTH-T | 1.120 | Have the best animal model data that he has ever seen. If they can make the transition to human models, the stock would go to $10. Results could be out by the end of this year or the beginning of next. | 2004-05-13 | ||
| BUY | Badger Daylighting | BAD-T | 9.300 | Growing at least 20% organically. Oil and gas service sector is hot right now. This should continue for a couple of years. Feels that distributions will be raised several times. | 2004-05-13 | ||
| BUY | Peak Energy Services | PES-T (Dead) | 7.900 | Investors should be in "growth" income trusts rather than just for distributions. This one is a growth trust which they expect to grow 30/40%. | 2004-05-13 | ||
| BUY | Priszm Canadian Income Fund | QSR.UN-T (Dead) | 11.190 | Investors should be in "growth" income trusts rather than just for distributions. Just posted 34% growth in the quarter. Market is ignoring. | 2004-05-13 | ||
| BUY on WEAKNESS | Eurozinc Mining Corp | EZM-T | 0.480 | The metals index almost went parabolic last year and this stock went right along with it. The company is fully financed which is very important in small metal mines. Expects it to earn $.27 in cash flow. Should be a big winner. Could drop to $.40. | 2004-05-13 | ||
| BUY | CSI Wireless | CSY-T | 2.830 | Have two excellent products. Their phones have long ranges which is important were land lines are limited. Expects more contracts to come in South America. | 2004-04-19 | ||
| BUY | Dynatec Corp. | DY-T | 1.550 | Metals are having a bit of a pullback right now but this is a great little company. Have a massive project in Madagascar. | 2004-04-19 | ||
| WEAK BUY | Lorus Therapeutics | LOR-T | 1.060 | Not their favorite biotech. Cancer Institute has given them a lot of money for phase two studies. Possibly have a very elegant solution. Expect there will be a lot of news as phase two trials proceed. Volatile. Early stages so only buy a little. | 2004-04-19 | ||
| BUY | Open Text | OTC-T | 40.400 | In that fantastic space. Have the best product in the market. Have just made an excellent acquisition in Europe. | 2004-04-19 | ||
| BUY | Research In Motion | RIM-T | 140.620 | A risky and volatile stock, but think it is the best large-cap in North America. Expects explosive growth. | 2004-04-19 | ||
| TOP PICK | Just Energy Group | JE-T | 16.750 | 4.8% distribution. Good management. Good growth. Distributions have been increased 16 times. | 2004-04-19 | ||
| BUY | Trinidad Energy Services | TDG.UN-T | 8.100 | Likes the oil/gas services sector for the next couple of years and prefers playing it through Trinidad, Wellco and Badger income trusts as well as Peak Energy which is becoming a trust. Very interesting as trusts as they have higher multiples. | 2004-04-19 | ||
| TOP PICK | Atlas Energy Ltd | AED-T (Dead) | 3.310 | Already have 4000 BOE's a day and think it will be 6000 by the year end and probably 7000 next year. Trades at 3 1/2 X cash flow. Undervalued. | 2004-04-19 | ||
| TOP PICK | Transition Therapeutics Inc | TTH-T | 1.030 | A speculative pick. They are going after diabetes, one of the biggest health problems in the world. So far, test have only been done with mice but success has been good. Risky, so don't invest too much. High risk/high reward. | 2004-04-19 | ||
| BUY | Wellco Energy Services | WLL.UN-T | 10.000 | Likes the oil/gas services sector for the next couple of years and prefers playing it through Trinidad, Wellco and Badger income trusts as well as Peak Energy which is becoming a trust. Very interesting as trusts as they have higher multiples. | 2004-04-19 | ||
| BUY | Badger Daylighting | BAD-T | 8.860 | Likes the oil/gas services sector for the next couple of years and prefers playing it through Trinidad, Wellco and Badger income trusts as well as Peak Energy which is becoming a trust. Very interesting as trusts as they have higher multiples. | 2004-04-19 | ||
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| BUY | A Comment -- General Comments From an Expert | A Commentary | 8.300 | One of the smaller producers. About 8000 barrels going to 12,000. Good growth prospects. | 2004-04-19 |
