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| Expert | Implied Signal | Company | Symbol | Price | Opinion | Date Entered |
|---|---|---|---|---|---|---|
| Charles Oliver | TOP PICK | Barrick Gold | ABX-T | 42.000 | Looking for a strong 2nd half. Trades at about a 2/3rds discount to some of the other majors. | 2010-07-29 |
| Michael Smedley | TOP PICK | Biovail Corp. | BVF-T | 22.690 | Being taken over, but he likes it. Tremendous cash flows, tax benefits. It’s going further. | 2010-07-29 |
| Michael Sprung | TOP PICK | Cogeco Cable | CCA-T | 34.540 | Punished severely for their exposure to Portugal assets but a lot of that has been written off. Have some very desirable assets in Canada. Cash flow positive. | 2010-07-28 |
| Colin Stewart | TOP PICK | Brick Group Income Fund | BRK.UN-T | 2.100 | One of the larger appliance/furniture retailers in Canada with a 7% market share. Restructured balance sheet and got very long-term supportive investors in place. Last few quarters have been records. Generating a 20% plus free cash flow yield. | 2010-07-27 |
| Michael Smedley | TOP PICK | Magna Int'l. (A) | MG.A-T | 77.310 | Brings in powerful investors. Has had a magnificent history. Frank gets paid what he gets paid. | 2010-07-29 |
| Andrew Cook | TOP PICK | Uranium Participation Corp. | U-T | 0.540 | An easy way to play uranium. No production risk. Nice easy way to play it. 2 or 3-year hold. China's building of reactors is a part of the story. | 2010-07-27 |
| Michael Sprung | TOP PICK | Viterra Inc | VT-T | 8.300 | (A Top Pick Sept 2/09. Down 9%.) Australia market has been weaker than anticipated. Flooding in western Canada postpones profitability. Dominant player in agriculture in Canada and Australia. | 2010-07-28 |
| Michael Smedley | TOP PICK | Uranium One Inc. | UUU-T | 2.840 | Extremely impressed with the way it is getting together with its Russian partners. Have been the only Uranium company in Europe to meet its targets. Had gone down because Russians acquired 51% of company but it turns out this is ok. | 2010-07-29 |
| Michael Sprung | TOP PICK | Suncor Energy Inc | SU-T | 33.040 | Dominant player in the Canadian oil patch. Still digesting the Petrocan assets. What happens to energy will be reflected in this company. Operating problems affected the stock price. Expecting cash flows to go up significantly for the next few years. | 2010-07-28 |
| Colin Stewart | TOP PICK | Vodafone Group PLC | VOD-Q | 23.570 | One of the largest mobile companies. Very strong wireless business globally. Own 45% of Verizon (VZ-N), which at Some point there will be a catalyst for them to either sell their stake or for a dividend to be paid to them. Would result in significant cash flow. 7.4% yield. | 2010-07-27 |
| Jeff Olin | TOP PICK | Parkbridge Lifestyle Community | PRK-T | 5.200 | Land lease communities where you buy a prefabricated factory house and put it on their land. They charge you rent, operating costs and realty taxes. 2.9% yield. Sees it trading at 30% discount to its NAV. He is looking for capital gains. | 2010-07-28 |
| Jeff Olin | TOP PICK | Mainstreet Equity Corp | MEQ-T | 10.850 | Apartments. Grown from 300 units to 6500 units with a net equity contribution of $10 million. Focus on mid-market properties, above “Ma and Pa” but below institutions. Properties are beat up and need physical or operational improvements, which they do, and then take their equity out. NAV of $16-$18 and have $15 million of unencumbered properties. Sees it trading at 40% discount to its NAV. | 2010-07-28 |
| Andrew Cook | TOP PICK | Trinidad Drilling | TDG-T | 5.350 | They are quite technologically advanced. Their focus is on deep drilling. This allows them to have large customers with deep pockets and longer-term contracts. Cash flows that they will generate are easier to see. They are land based so the Gulf doesn’t affect them. | 2010-07-27 |
| Charles Oliver | TOP PICK | Jaguar Mining Inc. | JAG-T | 7.980 | Gold production in Brazil. Small amount of net debt. Contrarian view is that it has been punished. Near its 52-week low. Production is growing from 155,000 last year, up to 200,000 this year and north of 300,000 next year and possibly 600,000 in the next 5 years.. Very cheap. | 2010-07-29 |
| Andrew Cook | TOP PICK | Alange Energy Corp | ALE-X | 0.375 | Columbia. After 20-25 years of terrorist activity, it is now under control. They have secured a lot of land. Some in production. | 2010-07-27 |
| Jeff Olin | TOP PICK | Edleun Group Inc | EDU-X | 0.650 | Just raised $40 million. They are a consolidator of the childcare industry in Canada and are buying at 6X EBITDA with the real estate. Sees a 5-10 times return on investment. Outstanding world-class management. | 2010-07-28 |
| Charles Oliver | TOP PICK | Magellan Minerals | MNM-X | 0.820 | This is gold exploration so should be part of a diversified portfolio. Deposit they have looks very interesting, quite large and only 15 km away from the Brazauro properties in Brazil. Also have property in Coringa, which has 300,000 ounces. | 2010-07-29 |
