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| Steve Gold of Leeward Hedge Funds |
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| TOP PICK | Altagas Ltd | ALA-T | 19.800 | When Enbridge sold their position, the stock fell. Has wonderful cash flow growth. Have a lot of money in the bank and will increase their distribution. | 2004-08-11 | ||
| BUY | Sleeman | ALE-T (Dead) | 14.250 | Good company. Likes what they've done in Québec. Have a very strong brand. | 2004-08-11 | ||
| BUY | ATI Technologies | ATY-T (Dead) | 18.270 | Tech sector has been beaten up and it is a question as to when business will start buying products. Longer-term, this is a good company. | 2004-08-11 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 3.070 | A " show me" story. | 2004-08-11 | ||
| DON'T BUY | Valeant Pharmaceuticals | VRX-T | 20.420 | A " show me" story. Have good products and great distribution, but it's a matter of will the market attribute valuation multiple in line with its peers. | 2004-08-11 | ||
| DON'T BUY | Compton Petroleum | CMT-T | 7.400 | Has probably been bid up because of rumors of them going into a trust. Has a history of setting goals which are hard for them to beat. | 2004-08-11 | ||
| STRONG BUY | Canadian Natural Rsrcs | CNQ-T | 40.700 | Very bullish on oil. This is one of the better companies to own. It will dip at times so can be used as a trader. | 2004-08-11 | ||
| PAST TOP PICK | Coolbrands (A) Sold to Nestle | COB.A-T | 10.100 | (Past top pick July 7/04. Down 54%.) Got rid of their position when it violated their 15% stop loss rule. Have bought it back at $10 which is 8 X earnings. | 2004-08-11 | ||
| SHORT | Costco Wholesale | COST-Q | 40.490 | Was actually short this company not too long ago. Threatened by Sam's Club all over North America. Cannot maintain their sales growth. | 2004-08-11 | ||
| DON'T BUY | Great Canadian Gaming Corp | GC-T | 29.400 | A good company with a good business. A risky business which will affect valuations. Better places to put your money. | 2004-08-11 | ||
| WEAK BUY | Hudson Bay Co. | HBC-T | 13.900 | Not a bad company but Zellers has trouble because of Wal-Mart. A significant real estate portfolio which is probably twice what the stock is trading at now. | 2004-08-11 | ||
| TOP SHORT | Harley Davidson | HOG-N | 58.380 | Has some inventory problems. Will not meet their sales growth goals thinking their brand equity will make up for valuations. Consumer discretionary funds are going downhill. | 2004-08-11 | ||
| BUY | Leitch Tech | LTV-T | 7.580 | Likes the space that they operate in. Getting contracts in China which is where the growth is going to come from. | 2004-08-11 | ||
| DON'T BUY | Petro-Canada | PCA-T | 60.520 | Every Canadian portfolio should include a large and small cap in oil/gas. This one is not your best bet. Doesn't like the hedging. | 2004-08-11 | ||
| BUY | Russel Metals | RUS-T | 11.000 | Likes steels. Demand certainly exceeds supply. Being driven by China. | 2004-08-11 | ||
| BUY | Teck Resources Ltd. (B) | TCK.B-T | 22.830 | A well diversified company. If you believe in China and what is happening there, a good company to own. | 2004-08-11 | ||
| BUY | Texas Instruments | TXN-Q | 18.540 | Off about 42% this year. Longer term, money will flow back into technology and this company will be at the front of the line. | 2004-08-11 | ||
| TOP PICK | Duvernay Oil Corp | DDV-T | 13.700 | (Past top pick July 7/04. No change.) The fastest-growing oil/gas in production, operating costs or cash flow on the continent. Organic growth. Unhedged. | 2004-08-11 | ||
| PAST TOP PICK | American Healthways Inc. | AMHC-Q (Dead) | 26.100 | (Past top pick July 7/04. No change.) The fastest-growing oil/gas in production, operating costs or cash flow on the continent. | 2004-08-11 | ||
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| BUY | The Brick Ltd | BRK-T | 10.800 | Likes this income fund. It is a sustainable business. A solid company with solid cash flows. | 2004-08-11 | ||
| DON'T BUY | Jones Soda Company | JSD-X | 4.700 | An extremely small company with very little exposure and you may have to wait a long time. Better places to put your money. | 2004-08-11 | ||
| BUY | Technicoil Corp. | TEC-T | 1.380 | A wonderful company to own. There is lots of talk about the company getting taken out. A well-run, clean company. Amazing exposure to the booming oil/gas sector. | 2004-08-11 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 6.720 | Has basically transformed itself into the next coalbed methane play. There are probably better companies that will offer you more leverage. Could be a trader. | 2004-08-11 | ||
| DON'T BUY | Barrick Gold | ABX-T | 26.850 | Looking to Tanzania for more resources. This should be a good area for them. Prefers unhedged and small-cap golds. | 2004-07-07 | ||
| BUY | Altagas Ltd | ALA-T | 21.000 | Recently raised 75/80 million and will make acquisitions. Management has been very good at increasing earnings by 20% on an annualized basis. Management is very good at what they do. | 2004-07-07 | ||
| BUY | Sleeman | ALE-T (Dead) | 13.010 | Have done quite a good job on expanding their share of the Canadian market. Good product name. | 2004-07-07 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 3.900 | Shareprice is certainly attractive, but their transportation division is in shambles. Turnaround could still take some time. | 2004-07-07 | ||
| BUY | Canadian Natural Rsrcs | CNQ-T | 41.210 | One of the best running Canadian oil companies. Bullish on oil sector. | 2004-07-07 | ||
| TOP PICK | Coolbrands (A) Sold to Nestle | COB.A-T | 22.050 | Has come off for no reason they can understand. Quarterly results will be announced next week. Good management. Will grow globally. | 2004-07-07 | ||
| DON'T BUY | Forzani Group | FGL-T (Dead) | 13.550 | Have a good niche in sports wear. Shorter-term, the Company will continue to be lackluster. Pay attention to the data that comes out on summer wear. | 2004-07-07 | ||
| DON'T BUY | Hudson Bay Co. | HBC-T | 13.650 | The difficulty is competition. Zellers will continue to lose market share to Wal-Mart. Good assets in owning wonderful properties. Too speculative. | 2004-07-07 | ||
| BUY | Husky Energy | HSE-T | 26.200 | Will probably do well because of increasing price of oil. | 2004-07-07 | ||
| BUY | Leitch Tech | LTV-T | 9.720 | Has a wonderful product and you know it's in demand but the spending is the question. The money is allocated to move to HD TV growth. Clean balance sheet/no debt. Really good management team. Expect their growth will come from China. | 2004-07-07 | ||
| BUY | McDonalds | MCD-N | 26.420 | Have done a wonderful job on rebuilding the company. They are seeing increasing revenue per square foot. Stock should do well. | 2004-07-07 | ||
| WAIT | Nokia | NOK-N | 14.250 | China is the key to this stock. Share price has taken a bit of a hit, but don't underestimate them. Shorter-term, will probably be volatile. | 2004-07-07 | ||
| VAGUE | Nevsun Resources | NSU-T | 3.840 | At some point, it might be in play as a takeover target. Will have to prove up gold resources first. | 2004-07-07 | ||
| DON'T BUY | Nortel | NT-T (Dead) | 6.060 | Wonderful product, but horrible stock to trade. They have to learn how to account for their product and it will probably take years for the average investor to believe in them. | 2004-07-07 | ||
| BUY | Petro-Canada | PCA-T | 58.450 | If you believe in the long-term fundamentals of oil, supply and demand curves, a good place to be. Well diversified. The only concern is if the Canadian government will be selling their stake. | 2004-07-07 | ||
| BUY | Vincor International Ltd. | VN-T | 30.830 | One of his favorite beverage companies in North America. Have done a great job in Australia/New Zealand of making acquisitions which are immediately accretive. The Pacific rim is the highest growing area for consumption at this time. | 2004-07-07 | ||
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| BUY | Savanna Energy Services | SVY-T | 11.000 | Bullish on the oil services industry. Have sold their holdings, but are looking at it again. | 2004-07-07 | ||
| TOP PICK | Duvernay Oil Corp | DDV-T | 13.240 | The best junior gas waited company. Good management. Production growth far surpasses any of the juniors. Had a massive find in NE British Columbia. | 2004-07-07 | ||
| BUY | Canaccord Financial Inc | CF-T | 10.260 | Seems to be a premium built in to this name on the book value basis. Fundamentals for the Canadian industry seems strong. A good way to have financial exposure. | 2004-07-07 | ||
| TOP PICK | American Healthways Inc. | AMHC-Q (Dead) | 26.670 | The return on investment for this type of company is huge. You will see valuation multiples and margins expand. | 2004-07-07 | ||
| HOLD | Bombardier Inc (B) | BBD.B-T | 4.080 | 12 months might be a good holding for the stock. Thinks they are on their way to create innovations to grow revenues/earnings/gross margins. | 2004-06-22 | ||
| BUY | Cott Corp | BCB-T | 45.590 | Would not buy for short-term gain, but a good stock for a 2/3-year hold. Have gained market share during a soft drink decline. Have key customers such as Wal-Mart. | 2004-06-22 | ||
| TOP PICK | Coolbrands (A) Sold to Nestle | COB.A-T | 22.600 | The quarter ending in July will show fully integrated assets from their acquisitions. A good core product name to own. | 2004-06-22 | ||
| BUY | Canadian Tire Corporation Ltd | CTC-T | 47.770 | Same store sales are increasing. Revenues per square foot are also increasing. Very diversified. Credit card business is to be envied. | 2004-06-22 | ||
| DON'T BUY | First Calgary Petroleums | FCP-T | 11.140 | Political risks. An explorer and there are a lot of unanswered questions. Would prefer a junior oil/gas play located in Canada. | 2004-06-22 | ||
| WAIT | Leitch Tech | LTV-T | 9.400 | And interesting turnaround story. As China integrates itself in the world economy, they'll help with a cell phone/digital TV boom. In a " show me" period with new management. | 2004-06-22 | ||
| VAGUE | Microsoft | MSFT-Q | 28.250 | The big question is whether going to do with all their cash. Could possibly do well depending on their decision. | 2004-06-22 | ||
| HOLD | Mitec Telecom | MTM-T | 2.360 | Biggest customer is Nortel so what affects Nortel affects them. They have to be patient. | 2004-06-22 | ||
| BUY | Nevsun Resources | NSU-T | 3.700 | US currency will continue to decline so they are bullish on gold. | 2004-06-22 | ||
| VAGUE | Dumont Nickel Inc | DNI-X | 0.240 | Fundamentals on nickel remains strong. | 2004-06-22 | ||
| TOP PICK | Duvernay Oil Corp | DDV-T | 13.100 | One of the last junior auto/gas companies that actually offer tremendous value. Have already passed 6000 BOE and could reach 9000 by the end of the year. Strong cash flow and very low operating costs. | 2004-06-22 | ||
| TOP PICK | Psychiatric Solutions | PSYS-Q (Dead) | 25.900 | The only pure play in behavioral cure center in the US. There is a Medicaid and Medicare environment that is favorable. They are buying hospitals and have the cash to do it. Starting to see earnings acceleration. | 2004-06-22 |
