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| Ryan Irvine of Keystone Financial Publishing Corp. |
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| SELL | Sino-Forest Corp | TRE-T | 18.890 | Sold his holdings about a year ago mainly because of the uncertain market. Still have decent valuations. If it went back to $12/$13 he would Buy back in. | 2008-08-20 | ||
| BUY | Wenzel Downhole Tools | WZL-T | 1.650 | Down hole drilling company that provides tools. Main product is a mud motor that is used in horizontal and directional drilling. Has about $.15 in earnings for the first 6 months of this year. Still offers decent value. | 2008-08-20 | ||
| PARTIAL SELL | Chartwell Technology Inc. | CWH-T (Dead) | 3.010 | Software manufacturer for the online gaming industry. Took a tremendous hit in 2005/2006 when US government disallowed funds to be held in the US. Its clients were primarily in Europe. Stock has done very well since the beginning of the year. Has about $0.80 per share in cash. Consider taking some profits. Valuation still looks relatively solid. | 2008-08-20 | ||
| PAST TOP PICK | Alliance Grain Traders Inc. | AGT-T | 14.760 | (A Top Pick April 4/08.) 2nd quarter earnings were $.61 per unit for that quarter alone. Thinks they can earn $2 per unit this year, which is well under 10X earnings. Adding more and more production facilities. Still a Buy. | 2008-08-20 | ||
| HOLD | Migao Corp. | MGO-T | 7.000 | Likes long term. Took profits on half his position at about $10. Input costs have increased but have been able to pass that on so far. | 2008-08-20 | ||
| HOLD | Pyng Medical Corp. | PYT-X | 0.410 | Has had a bit of a problem in producing steady quarter over quarter earnings. 1 to 2 years out the company has good solid potential. Good technology. | 2008-08-20 | ||
| BUY | Sangoma Technologies Corp. | STC-X | 1.250 | This is on his focus Buy list. Provide connectivity solutions in the telecommunications area. Have about $.20 per share in cash. Has over 50% growth year over year in earnings. Cheap. | 2008-08-20 | ||
| TOP PICK | Asia Bio-Chem Group | ABC-T | 1.200 | Manufacturer and seller of cornstarch. Has about $.50 per share of cash so you are paying about 5X earnings. Likes the growth in revenues over the last 3 years. Will earn about $.13 per share this year. | 2008-08-20 | ||
| TOP PICK | Bridgewater Systems Corp. | BWC-T (Dead) | 3.000 | Software manufacturer for communication providers. Provide 3 areas including network access, entitlement control and subscriber management. | 2008-08-20 | ||
| TOP PICK | Wenzel Downhole Tools | WZL-T | 1.350 | Provides down hole drilling tools, primarily for oil/gas directional drilling. Drills are considered the most reliable in the industry. Very good Q1 with eight cents in its first quarter. Thinks it can earn $.18 to $.20 this year. | 2008-07-09 | ||
| DON'T BUY | International Datacasting Corp. | IDC-T | 0.300 | A Buy in May/07 following about 4 consecutive quarters of profitability. Had earnings of about $0.02 so it was decent valuation. Followed that with 3 consecutive quarters of solid revenues and earnings growth. Had it as a Sell at about $.085 as it was getting too rich. In Q4 of 07 margins got squeezed and Q1 of 08 they had a loss. | 2008-07-09 | ||
| BUY | Sangoma Technologies Corp. | STC-X | 1.150 | Continues to like this company. Provides connectivity software and hardware solutions in wide area networking. Tremendous growth. Expect them to earn $.10 to $.11 this year. | 2008-07-09 | ||
| BUY | Empire Industries Ltd. | EIL-X | 0.405 | Everything from ski jumps to ratlines for the Winter Olympics. Just signed a contract in the oil sands that is just the tip of the iceberg. | 2008-07-09 | ||
| HOLD | SERENIC | SER-X | 0.470 | On a price to sales basis is quite low. Have a bit of lumpiness in terms of earnings, which have turned off some analysts. Expect they will it eventually get bought out. | 2008-07-09 | ||
| Comment | Kinetex Resources | KTX.H-X | 0.470 | Interesting company and on his monitor list. High-end seismic services to the mineral exploration and oil/gas industries. Lost money last quarter but recently announced a contract for about $15.6 million for a Saskatchewan private based potash company. This contract is worth more than its total revenues last year. When he can see guidance from management that they will break through the profit level than he would be a buyer. | 2008-07-09 | ||
| Comment | Organic Resource Management Inc. | ORI-X | 1.050 | Unique company. Have a “meat and potatoes” solid core business that collects liquid organic waste by vacuum and deposit it in landfills. On a pilot project to put the waste into an anaerobic digester for producing energy. Would be far less costly than paying landfill tipping rates. (Or even get paid!) Only about 4.5 million shares so liquidity can be an issue. | 2008-07-09 | ||
| TOP PICK | Landrill International Inc. | LDI-X | 0.420 | A contract based global diamond drilling company. About 56% is in Mexico. Between 2006 and 2007, mineral exploration companies have raised about $30 billion and expect they will now have to drill their properties. 155% increase in revenues last quarter at $4.4 million. Expect to see earnings ramp up in Q2 and into Q3. | 2008-07-09 | ||
| DON'T BUY | Kelman Technologies | KTI-X (DEAD) | 0.150 | Seismic service company. Trading at its tax loss value indicating management has continued to produce losses over time. In the boom times of 2005/2006 it wasn't able to achieve the margins of its peers. Would prefer a company like Divestco (DVT-T) or Destiny Resource Services (DSC-T). | 2008-06-04 | ||
| DON'T BUY | SMTC Manufacturing | SMX-T | 2.780 | Electronics manufacturer. Very volatile. Do about $240 million in revenue annually. No consistent level of earnings. On a price/sales basis they look cheap but margins are not consistent over time. | 2008-06-04 | ||
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| TOP PICK | Wenzel Downhole Tools | WZL-T | 1.300 | Manufacturer and renter of downhole drilling tools. Earned about $.08 per share in Q1. Looking for it to return to its 2005/2006 earnings of between $.16 and $.21 per share. 60% of its rental fleet is currently in the US and sees good growth here and internationally. | 2008-06-04 | ||
| HOLD | Alarmforce Industries Inc. | AF-T | 6.000 | Steady Eddie. Earnings have up ticked at about a 15% clip year over year. Likes the consistent growth. A bit rich on a price/earnings and price/sales basis. Good long-term hold. | 2008-06-04 | ||
| TOP PICK | Alliance Grain Traders Inc. | AGT-T | 15.740 | Sorter, bagger, processor of pulse crops (lentils, beans, chick peas, etc.) in Saskatchewan. Own 6 sorting facilities in Canada and US and picked up some operations in Australia last year. Tremendous growth opportunity in the lentils market due to the high price of corn. Q1 had record numbers. | 2008-06-04 | ||
| HOLD | International Datacasting Corp. | IDC-T | 0.480 | Digital content for satellite industry. Significant growth in revenues last year but only able to derive $.01 per share on the bottom line. Conference call is coming on Monday and he'll decide at that time. | 2008-06-04 | ||
| BUY | Fortress Paper | FTP-T | 11.650 | Specialty paper manufacturer. Despite the recent rise in the stock price, valuations are good. Had about $.40 in earnings for Q1 that beat the street and management's estimates. Earnings power this year of about $1 to $1.10 leaving it trading at about 10X earnings. Gaining market share. | 2008-06-04 | ||
| SELL | Sino-Forest Corp | TRE-T | 18.940 | He sold out of this company in the $17-$18 range. A bit concerned with the debt levels. Good growth in terms of earnings. | 2008-01-16 | ||
| HOLD | VendTek Systems Inc. | VSI-X | 0.920 | Sell preloaded cards for cell phones, etc. just signed a significant agreement with Payment Alliance in the US. Distribute their software services in China. Revenues over the first 9 months 2007 were up about 50% to $60 million. 7 consecutive quarters of profitability. Likes where it has positioned itself for 1 to 2 years out. | 2008-01-16 | ||
| HOLD | Migao Corp. | MGO-T | 9.800 | China-based fertilizer company. They have had tremendous growth. Recently sold out half his position because of the uncertainty in the market right now. With earnings growth, it can do above 25% over the next 3 years. | 2008-01-16 | ||
| HOLD | Aeroquest International Ltd. | AQL-T | 3.150 | Primarily services mining companies, but some oil/gas. Just made an acquisition. A little bit rich now on PE at about 20X’s. Has good growth potential a year or two out. | 2008-01-16 | ||
| HOLD | Pyng Medical Corp. | PYT-X | 0.570 | Have a technology that delivers vital fluids to a patient in an emergency situation. Tremendous growth in earnings last year, up to about 4 1/2 cents per share. Has some lumpiness in its earnings traditionally. Good growth profile 1 to 2 years out. | 2008-01-16 | ||
| HOLD | Iplayco Corporation Ltd. | IPC-X | 0.470 | Has performed relatively well. Affected by the stronger Cdn$ but has been able to be profitable in this environment. Good growth potential but a little richly valued at this time. Still likes it for 1 to 2 years out. | 2008-01-16 | ||
| BUY | Sangoma Technologies Corp. | STC-X | 1.050 | Hardware/software for telecommunications industry. Has about $2.5 million in cash and generates cash on a quarterly basis. Expecting continued growth for them. Clean balance sheet. | 2008-01-16 | ||
| TOP PICK | Empire Industries Ltd. | EIL-X | 0.540 | Steel manufacturing. Play on infrastructure in Western Canada. Has done a great job over the past 18 months amassing capacity. Has about 420,000 ft.˛ in Western Canada. An area where he sees growth leading up to the Olympics in 2010. Have some large projects that the market doesn't know about. First 9 months did $80 million in revenues and earned about 4 1/2 cents per share. Valuation is well below its peers. | 2008-01-16 | ||
| TOP PICK | China Solar & Clean Energy | CSOL-Q2 | 3.300 | (Cautious on the OTC market because it is very lightly regulated.) Very clean balance sheet. Good solid earnings and good growth prospects going forward. Have space and water heating products for solar as well as coal fired burners and biomass projects for China. Earnings came in at $.20 per share, up from $.13. Has about $.45 per share in the bank. | 2008-01-16 |
