List by First Name |
List by Last Name |
| Date | Signal | Symbol | Company | Opinion | Price |
|---|---|---|---|---|---|
| 2009-09-21 | COMMENT | A Commentary | A Comment -- General Comments From an Expert |
Gold. All-time high was $1032 set about a year ago and he believes it will break through this. If it does it should continue up to the $1200-$1300. Tweet finance |
Price: $0.020 Subject: GLOBAL Bias: BULLISH Owned: Unknown |
| 2009-09-21 | DON'T BUY | ACH-N | Aluminum Corporation of China |
Very large Chinese company with government ties. Enormous presence in the aluminum and industries. Looking to diversify their metals. Expect they will look for assets in Australia or Africa. Expect aluminium to come in the later part of the cycle and is not reacting that well at the moment. Tweet finance |
Price: $28.970 Subject: GLOBAL Bias: BULLISH Owned: Unknown |
| 2009-09-21 | BUY | ARE-T | Aecon Group Inc |
(Market Call Minute.) Plays all the Junior E&C’s in Canada. Big beneficiary of Ontario road and infrastructure spending. Also oil sands coming back is a positive. Tweet finance |
Price: $11.180 Subject: GLOBAL Bias: BULLISH Owned: Unknown |
| 2009-09-21 | STRONG BUY | AXX-T | Axia NetMedia |
Rural Internet provider. Doesn't understand why it has been neglected. Continues to perform well and looks like they will have great opportunities for growth in Australia. Building Singapore network right now. Strong presence in Alberta. Cash flows are ramping. $35 million in cash. Tweet finance |
Price: $1.430 Subject: GLOBAL Bias: BULLISH Owned: Yes |
| 2009-09-21 | BUY | BBD.B-T | Bombardier Inc (B) |
(Market Call Minute.) Given industrial economic recovery, particularly on transportation and the airline side, it is probably a Buy. Tweet finance |
Price: $4.670 Subject: GLOBAL Bias: BULLISH Owned: Unknown |
| 2009-09-21 | PAST TOP PICK | BDT-T | Bird Construction Income Fund |
(A Top Pick June 29/09. Up 22%.) Great infrastructure story that is going to continue to grow. Generated 114% ROE last year. Incredibly cheap. Great management. 6% yield. When they convert they will continue as a dividend paying Corp. with effectively the same yield. Tweet finance |
Price: $29.550 Subject: GLOBAL Bias: BULLISH Owned: Yes |
| 2009-09-21 | BUY | BNS-T | Bank of Nova Scotia |
(Market Call Minute.) Banks are still a Buy. Have more upside of perhaps 15%. Tweet finance |
Price: $47.830 Subject: GLOBAL Bias: BULLISH Owned: Unknown |
| 2009-09-21 | COMMENT | CAT-N | Caterpillar |
A lot of exposure to residential construction. Had some issues because of their finance arm but they managed to get through it okay but the ability of their customers to buy have had difficulty getting financing. Would prefer the dealership companies such as Toromont (TIH-T) or Finning (FTT-T). If you have a 5 or 10-year view it could be a good entry point. Tweet finance |
Price: $52.460 Subject: GLOBAL Bias: BULLISH Owned: No |
| 2009-09-21 | PAST TOP PICK | CDV-T | Com Dev International Ltd. |
(A Top Pick June 29/09. Down 7.3%.) Thought the growth margins would start gravitating back towards 30% and last quarter they did. If you X out all the unusual items they did about $.13. They will do about $.50 so this is one of the cheapest stocks out there. Tweet finance |
Price: $2.690 Subject: GLOBAL Bias: BULLISH Owned: Yes |
| 2009-09-21 | BUY | CET-T | Cathedral Energy Services |
Directional drilling services. In the last few weeks, with increased appetite for speculation in natural gas, these stocks have started to move. High ROE. He prefers Phoenix (PHX.UN-T). Tweet finance |
Price: $3.650 Subject: GLOBAL Bias: BULLISH Owned: No |
| 2009-09-21 | BUY | DELL-Q | Dell Computers |
The whole PC supply chain appears to be on a major rebound. There's good demand for notebook computers and LCD screens that go with desktops. Has under performed Hewlett-Packard (HPQ-N). Have got a lot of the problems out of the way. Tweet finance |
Price: $16.010 Subject: GLOBAL Bias: BULLISH Owned: Yes |
| 2009-09-21 | BUY | ELD-T | Eldorado Gold |
One of the highest margin gold companies globally. Did a large acquisition, which will grow their production profile. Very solid balance sheet. Believes gold will continue to go up and this company will benefit. Tweet finance |
Price: $12.350 Subject: GLOBAL Bias: BULLISH Owned: Unknown |
| 2009-09-21 | COMMENT | FTT-T | Finning Int |
South American mining exposure is more cyclical and more depressed than Toromont (TIH-T). Also their UK heavy equipment operation is experiencing a lot of competition right now. Tweet finance |
Price: $16.910 Subject: GLOBAL Bias: BULLISH Owned: No |
| 2009-09-21 | TOP PICK | FWLT-Q | Foster Wheeler Corp. |
Global engineering, construction and power equipment. Very exposed to energy, particularly in building refineries and petrochemical complexes. Builds the largest clean coal plants globally because of their technology. Had a lot of trouble when they acquired a lot of companies and created a lot of debt 6 - 7 years ago. Contracts are now starting to flow again. Tweet finance |
Price: $33.940 Subject: GLOBAL Bias: BULLISH Owned: Yes |
| 2009-09-21 | BUY | GNV-T | Genivar Inc |
Good infrastructure play. Likes the way they run their business. More on the front-end engineering and design. Cheap. Tweet finance |
Price: $25.950 Subject: GLOBAL Bias: BULLISH Owned: Yes |