| Click Here to receive daily reports of the TOP PICKS OR your personal stock choices | STOCKCHASEWhat the experts are saying! |
| There are 12 registered members and 68 guests viewing the site. | Follow us on Twitter | Rss Top Picks Feed | Rss Daily Feed |
| Peter Hodson of Sprott Asset Management |
|---|
| Royal Bank Plaza, South Tower, 200 Bay Street |
| PO Box 27 |
| Toronto ON |
| M5J 2J1 |
| 416 362 7172 |
| Peter Hodson's website |
| Toll Free: 888 362 7172 |
| invest@sprott.com |
| TOP PICK | DragonWave Inc. | DWI-T | 11.810 | Telecom provider for backhauls. Clearwater is one of their biggest customers in this customer provided about 800% growth in the last quarter. Trading at about 12X earnings and have $100 million in cash with no debt. | 2010-02-04 | ||
| TOP PICK | Micron Technology | MU-Q | 8.610 | Market cap of $7 billion, have almost $2 billion in cash and they cash flow almost $400 million a quarter and trading at only 9X earnings. | 2010-02-04 | ||
| PAST TOP PICK | Verenex Energy Inc. | VNX-T | 7.290 | (A Top Pick Feb 12/09. Down 8.42%.) Acquired and he sold out on the first bid of $10 so had a gain of 25.6%. | 2010-02-04 | ||
| TOP PICK | Open Text | OTC-T | 46.980 | Have $250 million+ in cash and growing at 47% a year. Just destroyed their guidance. Trading at only 11X earnings. Licensing revenue is strong. | 2010-02-04 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Small caps. You don't need to own these right now, as a lot of the large caps are just as cheap. Have been through the problems and generated earnings and cash flow and have lots of cash and are very cheap. | 2010-02-04 | ||
| DON'T BUY | Consolidated Thompson Iron Mines Ltd. | CLM-T | 7.250 | Likes the company but it's one of those that if you are wrong on global recovery, it will be impacted quite severely. | 2010-02-04 | ||
| DON'T BUY | Sensio Technologies Inc. | SIO-X | 2.000 | Compression technology, which allows 3-D transmissions to be sent on 2-D television. Rio-D (?) started making a lot of noise claiming they had the technology, which concerned the market. Traction is great but they have to build in the revenues. | 2010-02-04 | ||
| SELL | Agnico-Eagle Mines | AEM-T | 54.050 | Very expensive compared to some of the other companies that are producing. There are better ones to choose from. | 2010-02-04 | ||
| Comment | Western Canadian Coal Corp. | WTN-T | 3.210 | A little bit suspicious as when the stock was above $9-$10, they had 2 approaches to take the company over and it went way down and is now recovering. Not his preferred coal stock. Solid operations and decent balance sheet but it still doesn't continue on an upsurge, it's not going to go anywhere. | 2010-02-04 | ||
| BUY | Osisko Exploration Ltd. | OSK-T | 7.960 | Thinks this one will be taken over. Building a mine in Quebec that Goldcorp (G-T) took a position in for 13%. Mine is progressing well. | 2010-02-04 | ||
| WATCH | Mega Bloks | MB-T | 0.600 | Toy company that had great success made an acquisition and went bankrupt. Did a massive share issue to recapitalize. At least now they're going to survive. Good company, good products. Very speculative. | 2010-02-04 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | US$ and Gold? Right now it is popular to bet against the US$. But it's the only place to go when you are scared. Over 5-10 years, the structure of the US the dollar will continue to go down. Short term it will bounce all over the place. | 2010-02-04 | ||
| BUY | Bellatrix Exploration Ltd. | BXE-T | 4.000 | New management team got the company involved in some of the hot areas in western Canada. Exceeded production guidance and upped it. There has been a takeover in the space that makes them look very cheap on a relative basis. Doing everything right. | 2010-02-04 | ||
| DON'T BUY | Cymat Corp | CYM-T | 0.210 | Metal foam technology. Have an application where they can put it into armoured vehicles for blast disbursement. Also have some small deals on the architectural side. In this environment he doesn't think people will be paying a whole lot of attention to it. | 2010-02-04 | ||
| DON'T BUY | Largo Resources Ltd. | LGO-X | 0.205 | Had a great vanadium deposit and believed they could make $1 a share once they were up and running. Didn't work out and they did some dilutive financing and he sold his position. Has had a good recovery again but you need global growth. | 2010-02-04 | ||
| DON'T BUY | Gold Wheaton Gold | GLW-T | 0.265 | Company just set up a 1 for 10 consolidation. Signed a deal with First Uranium (FIU-T), which has a gold mine in South Africa that is having pretty serious production problems so they may delay the expansion. Any further delay and First Uranium owes this company $42 million. First Uranium have put themselves up for sale, which is really killed this company because of the uncertainty. | 2010-02-04 | ||
| PAST TOP PICK | Corriente Resources | CTQ-T | 8.490 | (A Top Pick Feb 12/09. Up 82.8%.) Being acquired. | 2010-02-04 | ||
| PAST TOP PICK | Kinross Gold | K-T | 17.540 | (A Top Pick Feb 12/09. Down 25.73%.) Sold his holdings because of better opportunities elsewhere. | 2010-02-04 | ||
| STRONG BUY | Research In Motion | RIM-T | 70.960 | Lots of cash and trading at 15X earnings ex the cash. Massive growth potential. | 2010-02-04 | ||
|
| |||||||
| TOP PICK | Keegan Resources | KGN-T | 6.250 | Gold explorer in Africa. In the middle of a hot belt of gold fields. Based on recent metallurgical work and discoveries to date, NAV is about $12. Thinks the company will be taken over. | 2009-11-16 | ||
| TOP PICK | Sensio Technologies Inc. | SIO-X | 2.310 | Compression technology that allows 3-D transmissions to be sent on 2-D television screens but their big opportunity in the short term is gaming. Their technology is not the standard yet but there is a very good chance that it will be. | 2009-11-16 | ||
| TOP PICK | Gran Tierra Energy Inc. | GTE-T | 5.640 | Oil exploration in Colombia. $156 million in cash and no debt. Produce 13,000 barrels equivalent of oil and are going on a massive exploration program next year. | 2009-11-16 | ||
| BUY | Iamgold Corp | IMG-T | 19.700 | Had been the whipping boy in the sector but have turned things around and one of the leading “go to” names in the gold sector. | 2009-11-16 | ||
| BUY | Questerre Energy | QEC-T | 2.550 | Has always been a good name with great prospects. Well run. Great huge potential in Quebec shale. | 2009-11-16 | ||
| BUY | First Solar Inc. | FSLR-Q | 123.410 | Still the leader in solar energy and the lowest cost producer. Long-term it will continue to do exceptionally well. Trading at 16X earnings. Huge leverage to a rising equity market. Volatile. | 2009-11-16 | ||
| DON'T BUY | Magma Energy Corp | MXY-T | 1.840 | Geothermal energy. Management team is excellent but he is a little sceptical of the whole geothermal space. Too early to compare companies. | 2009-11-16 | ||
| HOLD | Canacol Energy Ltd. | CNE-X | 0.355 | Exploration in South America and have had some good success. Management team looks pretty good. | 2009-11-16 | ||
| HOLD | Grande Cache Coal Corp. | GCE-T | 4.140 | Chinese steel demand is increasing so coal is going higher. Clean balance sheet and had some good production. He prefers the bigger US companies such as Walter Energy (WLT-N) because of better liquidity. | 2009-11-16 | ||
| BUY | BioExx Specialty Proteins Ltd. | BXI-T | 2.080 | Extraction of proteins from canola. Revenues aren't quite there yet and technology is not really proven on a mass scale yet so you have to be a little bit careful. Have to wait about 1 year for the revenues to get some traction. Speculative. | 2009-11-16 | ||
| PARTIAL SELL | Medicago Inc | MDG-X | 0.740 | Has a swine flu derivative play. Had a huge run and still doesn't have the institutional support so if we got into a weak market it could get hit. If you own consider taking some profits. | 2009-11-16 | ||
| PAST TOP PICK | Kinross Gold | K-T | 20.680 | (A Top Pick Nov 7/08. Up 38%.) Still owns a little but has shifted down to more reliable gold companies. Earnings report was not very good. Likes it for the leverage to gold. | 2009-11-16 | ||
| PAST TOP PICK | A-Power Energy Generation Systems Ltd. | APWR-Q | 11.580 | (A Top Pick Nov 7/08. Up 105%.) Chinese alternative energy play. Their customers need access to credit and on any sort of credit hiccup again it will go down. Sold his holdings. | 2009-11-16 | ||
| PAST TOP PICK | HBP Global Gold Bull+ E.T.F. | HGU-T | 15.170 | (A Top Pick Nov 7/08. Up 140%.) Global Gold Bull+ ETF. Back in November about the only thing you can count on was that gold was going higher. | 2009-11-16 | ||
| SELL | Timminco Ltd. | TIM-T | 1.630 | Used to like this company a lot but doesn’t like it all now. Failed to meet expectations, kept running out of money and giving away shares to solve their pre-payment problems. | 2009-11-16 | ||
| HOLD | Wavefront Energy & Environment Services | WEE-X | 2.230 | Increasing stimulation and getting more oil out of reservoirs. Had some good contracts and the stock has been getting a lot of attention and it could be a big winner as they prove things out. | 2009-11-16 | ||
| Comment | MagIndustries Corp. | MAA-T | 0.580 | Got hit when the financing market closed out last year but they‘ve turned it around for the most part. Worst is over. Too risky for his portfolio. | 2009-11-16 | ||
| BUY | San Gold Corporation | SGR-X | 3.270 | Finally are in a cash flow situation and finding exceptional results with the drill. Decent take-out target. | 2009-11-16 | ||
| BUY | Thompson Creek Metals | TCM-T | 12.720 | Molybdenum is a weird market so be cautious but he thinks it is close to an uptick. Likes to Trade this one. Cash flow will be huge when moly prices recover. Some great projects and exploration projects. | 2009-11-16 | ||
| WAIT | Cymat Corp | CYM-T | 0.265 | Aluminum foam. A big potential application is the military for blast displacement. Talking to the army and have a small contract. Also some architectural work in Europe to displace bomb blasts. Still early stages. He would like more revenues and contracts. | 2009-11-16 | ||
|
| |||||||
| Comment | Titan Medical Inc. | TMD-X | 0.430 | Robotic surgery. Intuitive Surgical (ISRG-Q) has a monopoly. This company thinks they have a better system. Have to go through FDA procedures. If it works they’ll be able to share the giant market. Have a long road ahead of them. | 2009-11-16 | ||
| DON'T BUY | Connacher Oil and Gas | CLL-T | 0.980 | Thinks there will be more M & A activity in the oil sands space. Prefers UTS (UTS-T) and its management team, which is a better play. | 2009-11-16 | ||
| Comment | Westport Innovations | WPT-T | 13.000 | Manufactures natural gas vehicles. Just signed a deal with Volvo, which is pretty important for them. He always had a problem because they always seemed to be raising money. Now getting traction on deals and revenues and stars are starting to line up. Could be a takeover target in a couple of years. | 2009-11-16 | ||
| Comment | Resverlogix Corp. | RVX-T | 2.580 | (Market Call Minute.)Reversing of bad cholesterol in clinical studies. A little early for him but has potential. Speculative. | 2009-11-16 | ||
| BUY | Legacy Oil + Gas Inc. | LEG-T | 1.610 | (Market Call Minute.) Loves the management team. Just put together their company. Give them some time. | 2009-11-16 | ||
| SELL | Shore Gold Inc. | SGF-T | 0.770 | (Market Call Minute.) Diamonds in Saskatchewan. Not a big fan of diamonds. | 2009-11-16 | ||
| BUY | Centamin Egypt | CEE-T | 2.400 | (Market Call Minute.) Fabulous takeover target. Have done an exceptional job of meeting expectations. | 2009-11-16 | ||
| BUY | Uranium One Inc. | UUU-T | 3.560 | (Market Call Minute.) Uranium is coming back pretty strong. | 2009-11-16 | ||
| SELL | Air Canada (B) | AC.B-T | 1.340 | (Market Call Minute.) Doesn’t like airlines. | 2009-11-16 | ||
| TOP PICK | Legacy Oil + Gas Inc. | LEG-T | 2.050 | Management team from 3 different companies that parachuted in with their own money. They are now the 4th biggest independent player in the Bakkens. Well financed. | 2009-08-06 | ||
| TOP PICK | West Timmins Mining Inc | WTM-T | 2.220 | Recently hit 83 metres of 12 3/4 grams per ton gold, which is one of the 5 best holes in Canada over the past 50 years. If they can get those grades lower down and expand their resources, it is going to be a massive opportunity. They are smack dab in the middle of the Timmins Camp. Think they will get taken over before they find more gold. | 2009-08-06 | ||
| TOP PICK | Gravity Co. Ltd. | GRVY-Q | 1.630 | Online developer of games. Trading below its cash value yet is going to earn $.20 or $.25 a share this year. New management team is turning it around. | 2009-08-06 | ||
| PAST TOP PICK | Antrim Energy | AEN-T | 0.670 | (A Top Pick Aug 27/08. Down 74.53%.) All the North Sea players fell out of bed when Oilexco collapsed but this one is a survivor and is still in business. Leverage to the upside for oil is still very big. If you believe in oil, the leverage will be quite substantial. | 2009-08-06 | ||
| PAST TOP PICK | Phoenix Coal Inc. | PHC-T | 0.300 | (A Top Pick Aug 27/08. Down 71.43%.) Coal companies had a huge run-up last year and then fell apart. Announced some strategic reviews going forward. Other coal companies have done very well but this has been left behind but gives you some potential if people start noticing. Hold. | 2009-08-06 | ||
| PAST TOP PICK | Fuqi International Inc. | FUQI-Q | 27.390 | (A Top Pick Aug 27/08. Up 165.53%.) 4th largest jewellery company in China. A classic example of a growth company that is finally getting noticed. Just reported and EPS is up 90%, sales up 100%, no debt, about $5 a share in cash and trades at a forward multiple of about 13X earnings if you exclude the cash. | 2009-08-06 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Small Caps. They will do okay as long as you are careful and stick with quality companies that are debt free. Overall economic backdrop is still a little mixed but investors en masse have decided the worst is over. | 2009-08-06 | ||
| Comment | Resverlogix Corp. | RVX-T | 2.790 | Only process that can reverse a cholesterol situation. A lot of big pharmas are looking at the name. Looks pretty attractive at this level. This is at phase 2 and he prefers buying after phase 3. | 2009-08-06 | ||
| BUY | Noront Resources Ltd. | NOT-X | 2.470 | Have some good indications that the zones go deeper than before and the grades are pretty good. New management team and getting good support and is getting noticed. | 2009-08-06 | ||
| Comment | Eldorado Gold | ELD-T | 11.780 | Great assets, great management and great growth potential. Expect they might do an equity issue in the not-too-distant future, which is a bit of an overhang to the stock. | 2009-08-06 | ||
| DON'T BUY | Questerre Energy | QEC-T | 1.480 | One of the names that will require capital to get to the next level to get into massive production. When you overlay that with poor natural gas prices you have to wonder where the upside is going to be. Likes the company and management. | 2009-08-06 | ||
|
| |||||||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Natural gas. Expects it will double over the next 12 months. Once companies have stopped drilling for a period of time, poor prices are self-fulfilling problem that disappears. | 2009-08-06 | ||
| HOLD | Corriente Resources | CTQ-T | 6.670 | Has been for sale for 8 months. Generally in the market, slow news is bad news. Doesn't know if something is wrong here but all the other copper names have gone up more than this one. | 2009-08-06 | ||
| DON'T BUY | Verenex Energy Inc. | VNX-T | 6.700 | Libyan government has said they want first right of refusal and they'll take the asset but not at the price they want. Good asset but the government has shown they're going to mess it up. | 2009-08-06 | ||
| DON'T BUY | Absolute Software Corp. | ABT-T | 5.850 | Likes the company but not happy with the economy in terms of computer sales. Partners seem to be struggling a little bit. Good technology. In a true bull market, it could triple or quadruple. | 2009-08-06 | ||
| BUY | Gran Tierra Energy Inc. | GTE-T | 4.090 | One of the best names in Colombia in terms of oil and risk parameters. Great production profile and are sitting on $150 million in cash with no debt. | 2009-08-06 | ||
| HOLD | High River Gold Mines | HRG-T | 0.305 | A producing gold company with a takeover offer of $.30, which he doesn't like. They've solved their short-term financing issues so there is no reason to sell the company. | 2009-08-06 | ||
| BUY | Osisko Exploration Ltd. | OSK-T | 6.970 | Gold. One of the largest reserves in Canada. Just waiting for their mining permit. Once they get this, he thinks they get into play very quickly. Very big project and they have financed most of it already. | 2009-08-06 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Molybdenum. Has been very strong coming off the bottom. It's all about resurgence of steel demand. The big question is, is this received recovery sustainable. If not it will rollover again. | 2009-08-06 | ||
| Comment | RuggedCom Inc. | RCM-T | 23.000 | Their product is one of the market leaders. Unfortunately it is chunky revenue. Came out with 8 or 9 great quarters in a row and a couple that were not so hot, largely because of the Cdn$. Half decent price right now. Cash is fine and backlog is increasing. | 2009-08-06 | ||
| BUY | Bankers Petroleum | BNK-T | 2.970 | Has done exceptionally well and have great leverage to the price of oil. Operationally it is one of those “develop and sell” companies and believe it will be sold in the next couple of years at a higher valuation. | 2009-08-06 | ||
| BUY | Highpine Oil & Gas | HPX-T | 4.850 | Very cheap gas company. Didn't participate in the big upswing. Was disappointing over the last couple of years. Debt is okay and production is okay. Worth owning because it is so cheap. | 2009-08-06 | ||
| DON'T BUY | Alter Nrg Corp. | NRG-T | 1.770 | While they themselves are in a good financial position, their customers require cash and capital to get the deals done. He is not comfortable enough with the overall economic picture to buy this one. | 2009-08-06 | ||
| HOLD | Astra Technologies | AAH-T | 21.160 | Came out 3 quarters ago and totally destroyed the numbers on the street and the stock took off on the assumption that they would continue to destroy estimates. They missed estimates and the whole thing reversed. Well run company and their cash position is high. You have to give it a couple of years. | 2009-08-06 | ||
| HOLD | Sterling Resources | SLG-X | 1.700 | Really likes the far- out that they did a month or 2 ago. Still has lots of upside and have reduced the downside considerably. | 2009-08-06 | ||
| Comment | Orvana Minerals | ORV-T | 0.810 | Single asset in Bolivia. In the process of taking over Kinbauri Gold. Sitting on about $105 million cash and it is trading below its cash value. If these 2 companies can buy a third one, you are off to the races. | 2009-08-06 | ||
| Comment | Computer Modeling Group Ltd | CMG-T | 17.250 | One of the best run companies in Canada. ROE is about 60%. They raised their dividend almost every quarter. Have no debt and are sitting on cash. Great product and they don't have the need for capital. | 2009-08-06 | ||
| Comment | BNK Petroleum | BKX-T | 0.700 | Shale gas in the US. A spin out from Bankers Petroleum (BNK-T). There is a lot of potential excitement but it just doesn't have the same management quality team. Just too risky in the market at this point. | 2009-08-06 | ||
| Comment | Timminco Ltd. | TIM-T | 1.390 | (Market Call Minute.) Hasn't owned in over a year. | 2009-08-06 | ||
| DON'T BUY | Oilexco Inc | OIL-X | 0.145 | (Market Call Minute.) A lottery ticket. | 2009-08-06 | ||
| BUY | Zenn Motor Company Inc. | ZNN-X | 6.120 | (Market Call Minute.) Very interesting. Pretty risky at this point but they've got something with the E storage (?) and it's looking pretty decent. They've done their financing. Speculative. | 2009-08-06 | ||
|
| |||||||
| WATCH | Sandvine Corp. | SVC-T | 1.250 | (Market Call Minute.) Expecting a big announcement at 2pm. Government is supposed to be giving them money or recognize them as one of the technology leaders. | 2009-08-06 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | We are in a bear market rally. They can go for a pretty long time. Looking back on history, you can get 40-50%. Good news is being rewarded. What keeps him up at night is Bank loans, derivatives, etc. We are not out of the woods economically. | 2009-04-30 | ||
| HOLD | Teck Resources Ltd. (B) | TCK.B-T | 12.530 | The big over hang is away from the market. A lot of the shorts may have covered. | 2009-04-30 | ||
| BUY | Paladin Resources | PDN-T | 3.820 | Could make a significant acquisition for someone in the US. Short sellers forced the stocks down in these stocks. Great name. This could triple or quadruple. | 2009-04-30 | ||
| TOP PICK | Corriente Resources | CTQ-T | 7.130 | Ecuador. 5 months of talks. Take out price will be between 9 and 10 Canadian. Other copper stocks have gone up 100-200%. The relative valuation has changed. Rumored to be a Chinese company. | 2009-04-30 | ||
| TOP PICK | Cryptologic | CRY-T | 8.020 | $3 a share in cash. Combining gambling with video games. This is illegal in US. It’s not going to get more illegal. | 2009-04-30 | ||
| TOP PICK | Computer Modeling Group Ltd | CMG-T | 10.800 | They figure out how to get the most out of an oil well. Special dividend usually in June. | 2009-04-30 | ||
| DON'T BUY | TriStar Oil & Gas | TOG-T | 33.500 | Great company if gas prices recover. Trend in gas prices is pretty scary. | 2009-04-30 | ||
| DON'T BUY | Yamana Gold Inc. | YRI-T | 9.360 | He is re-deploying his gold holdings elsewhere. Likes the management and growth profile, but you have to see it over the next 2-3 years. | 2009-04-30 | ||
| DON'T BUY | Antrim Energy | AEN-T | 0.440 | It’s just not getting any respect. Always thought this company would get taken over. It’s too late. | 2009-04-30 | ||
| DON'T BUY | Goldsource Mines Inc. | GXS-X | 1.430 | Doesn’t particularly like the deposit. Very speculative. It’s all over the map. There are safer names out there. | 2009-04-30 | ||
| HOLD | 5N Plus | VNP-T | 6.500 | Their biggest customer just came out with good earnings, so this stock jumped also. That customer really wants some alternate sources so there will be other competitors coming into the picture. | 2009-04-30 | ||
| TOP PICK | Verenex Energy Inc. | VNX-T | 7.960 | Takeover candidate. 2 publicly reported companies are interested in this company. It's a matter of what price a company will pay and if the Board of Directors will accept the price. He is looking for a price between $10 and $13. Have a NAV in the $14-$15 range and potentially 2 billion barrels. In Libya but he is not concerned about that. | 2009-02-12 | ||
| TOP PICK | Corriente Resources | CTQ-T | 4.650 | Takeover candidate.Announced in December they were in exclusive negotiations with a 3rd party. Expecting it to be sold sometime in March. Solved most of their mining concerns in Ecuador. | 2009-02-12 | ||
| TOP PICK | Kinross Gold | K-T | 23.900 | You want to have a large liquid gold name so that when gold ultimately breaks $1000 again, the rest of the world will flock to. One of the best companies out there and going from 1.7 million ounces to 2.6 million ounces this year. Cost of production is about $400 an ounce | 2009-02-12 | ||
| PAST TOP PICK | Coastal Energy | CEN-X | 1.460 | (A Top Pick Jan 31/08. Down 67.3%.) Sold this one a long time ago. Small cap energy company that needed money and once the street gets a whiff of any financial concerns they leave. Will be a good company in the future and no longer have any financial issues. | 2009-02-12 | ||
| PAST TOP PICK | Points International Ltd. | PTS-T | 0.450 | (A Top Pick Jan 31/08. Down 83.8%.) Exchange points with airline systems. Had been growing exceptionally fast, great balance sheet, well run with great partners but had a poorly run secondary deal through their parent. Still have a great balance sheet and they are signing partners. Still a Partial Buy. | 2009-02-12 | ||
| PAST TOP PICK | 5N Plus | VNP-T | 6.280 | (A Top Pick Jan 31/08. Down 20.4%.) Supplies First Solar (FSLR-Q) with specialty metals. Still growing and have a very tight relationship with the fastest growing solar company in the world. Still a Buy. | 2009-02-12 | ||
| DON'T BUY | Home Capital Group | HCG-T | 16.100 | Doing reasonably well. Still growing and well managed. Has a great niche and yet the stock hasn't done a whole lot to make the market interested. Unfortunately, the market is nervous about real estate. It will ultimately do quite well when we come out of this problem. Still thinks the real estate market will be a little bit weak. | 2009-02-12 | ||
| Comment | HBP NYMEX Oil Bull+ E.T.F. | HOU-T | 5.480 | Oil inventory is rising and there is a problem in global economic growth. However, this ETF will be very interesting for the ultimate recovery because no one is spending money and there are no new discoveries. When the world gets back on track, the shortage of oil will be discovered very quickly. For a long-term situation, it is fine but short-term wouldn't expect a whole lot. | 2009-02-12 | ||
|
| |||||||
| BUY | Green Mountain Coffee Roasters Inc. | GMCR-Q | 40.700 | They do single serving coffee machines. Was a huge success in the office market so they moved into retail and it is now the best-selling retail coffee machine in the market.45% growth in their last quarter. Thinks it will ultimately get taken out. | 2009-02-12 |