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Compiling comments that experts make about stocks while on public TV.

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Alan Blake , Portfolio Manager

Smith Barney


Date Signal Chart Symbol Company Opinion Price
2007-06-14 BUY Must be logged in to use chart CCO-T Cameco Corporation Doesn't expect the cigar lake to get going until 2010-2012. But they are the largest uranium producer and has the worlds largest deposits, so they are confident they will get this going. The key thing though is that they have long term contracts paying $35 a unit which are now rolling over and will continue to do that over the next 2 to 3 years. When they renew they will get the new prices which will give tons of cash flow. Suggests buying a cross section of the companies in this sector, as some are getting new contracts currently, (Denison Mines Corp DML-T sxr Uranium One Inc. SXR-T) Signing contracts today with $90 floors and no ceilings.
Price:
$57.270
Subject:
PHARMA & HEALTHCARE
Bias:
BEAR
Owned:
Unknown
2007-06-14 TOP PICK Must be logged in to use chart CNQ-T Canadian Natural Rsrcs Trading at a slight premium to it's peers, but has significant oil sands exposure, that isn't being valued in the price.
Price:
$73.890
Subject:
PHARMA & HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2007-06-14 TOP PICK Must be logged in to use chart CPG-T Crescent Point Energy Corp Significant upside from here. They've identified 800 to 1000 drill locations which they will use over then next two years. Risks are, commodity price risk, and seasonality in oil prices. Buy it for the long term.
Price:
$20.180
Subject:
PHARMA & HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2007-06-14 SELL Must be logged in to use chart FEL.UN-T Fairborne Energy Trust Sold most of their position. Will merge with it's corporate counterpart. Not much success with their drill bit.
Price:
$9.290
Subject:
PHARMA & HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2007-06-14 BUY Must be logged in to use chart TLM-T Talisman Energy Constant rumors around of a bust of of this company. He would own it, as a diversity to energy portfolio. Still represents a reasonable value even though parts of it's portfolio are in politically unstable areas of the world. Thinks $28-$30 in twelve months.
Price:
$21.900
Subject:
PHARMA & HEALTHCARE
Bias:
BEAR
Owned:
Yes
2007-06-14 TOP PICK Must be logged in to use chart VET-T Vermilion Energy Inc A very strong management team. They've grown their business offshore, they've gone into France and Australia, and are adding barrels at half the cost of adding barrels in Canada.
Price:
$34.510
Subject:
PHARMA & HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2004-07-16 TOP PICK Must be logged in to use chart AMGN-Q Amgen Inc. Under a cloud. Driven down because of generic drugs and imports from Canada. Medicare will be onerous. Powerful balance sheet.
Price:
$55.730
Subject:
NOT APPLICABLE
Bias:
SELECTIVE
Owned:
Yes
2004-07-16 TOP PICK Must be logged in to use chart IDC-N (Dead) Interactive Data Corp Powerful balance sheet.
Price:
$16.990
Subject:
NOT APPLICABLE
Bias:
SELECTIVE
Owned:
Yes
2004-07-16 TOP PICK Must be logged in to use chart KO-N Coca-Cola Company Powerful balance sheet.
Price:
$50.580
Subject:
NOT APPLICABLE
Bias:
SELECTIVE
Owned:
Yes
2004-07-16 TOP PICK Must be logged in to use chart LLY-N Eli Lilly & Co. Powerful balance sheet.
Price:
$66.300
Subject:
NOT APPLICABLE
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 10 of 10 entries

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