| Date | Signal | Company | Expert | Opinion | Price |
|---|---|---|---|---|---|
| 2013-05-13 | TOP PICK |
Crescent-Point-Energy-Corp CPG-T |
Zachary Curry |
Experienced management team. Dividend above 7% They made a purchase in Utah that he feels will be good growth for them. |
Price: $38.110 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 2013-05-13 | TOP PICK |
Kinross-Gold K-T |
Zachary Curry |
Has new management team. New mines coming on, pretty good cash position. Management is being cautious. Down from 16 to 5.5 so buying now is fine. |
Price: $5.390 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown |
| 2013-05-13 | TOP PICK |
Morguard-North-American-REIT MRG.UN-T |
Zachary Curry |
Management team, with real estate business. REIT is transitioning to move to the US. Rates will stay lower for longer. A long term investment. Balance sheet in good shape. |
Price: $11.340 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 2004-10-15 | TOP PICK |
Novel NOVL-Q (Dead) |
William Wilby | Linux based is the fastest growing segment of software. Likes better than Red Hat. |
Price: $6.760 Subject: NOT APPLICABLE Bias: OPTIMISTIC Owned: Yes |
| 2004-10-15 | TOP PICK |
Vodafone-Group-PLC VOD-Q |
William Wilby | The largest wireless company in the world. About 18 months ahead of competition in 3rd generation wireless. |
Price: $24.820 Subject: NOT APPLICABLE Bias: OPTIMISTIC Owned: Yes |
| 2009-08-31 | TOP PICK |
Suncor-Energy-Inc SU-T |
Willem Hanskamp | Merger with PetroCanada was a major coup for them. Gives them diversification away from their oil sands business. Well managed company. Consider buying a couple of $’s below where it is now. |
Price: $33.490 Subject: GLOBAL EQUITIES & BONDS Bias: OPTIMISTIC Owned: Yes |
| 2009-08-31 | TOP PICK |
Thomson-Reuters-Corp TRI-T |
Willem Hanskamp | The Reuters acquisition has been recent and the financial crisis has slowed down the growth of the stock. Very stable revenue base. |
Price: $34.930 Subject: GLOBAL EQUITIES & BONDS Bias: OPTIMISTIC Owned: Yes |
| 2009-08-31 | TOP PICK |
Vodafone-Group-PLC VOD-Q |
Willem Hanskamp | European telecoms have not done very well over the last year and have not participated in the recent rally yet their numbers have started to come in reasonably positive and above expectations. Trading at about 8X earnings with the dividend of almost 6%. Technically it looks like it could break out. |
Price: $21.720 Subject: GLOBAL EQUITIES & BONDS Bias: OPTIMISTIC Owned: Yes |
| 2005-11-07 | TOP PICK |
Birchcliff-Energy-Ltd- BIR-T |
Wilf Gobert | 80% natural gas. Tends to be under researched. Public guidance is that they are going to do about 4500/4800 barrels in the 4th quarter and going to do annualized of $1 a share. Those numbers were done in the summer when gas prices were lower. At $6 you are paying about 4 X cash flow. |
Price: $5.900 Subject: OIL & GAS Bias: BULL on ENERGY Owned: Yes |
| 2006-04-25 | TOP PICK |
Birchcliff-Energy-Ltd- BIR-T |
Wilf Gobert | Natural gas focused. Projecting 8000 barrels a day in production growth versus 5000 at the end of 2005. Fundamentally cheap. A good contrarian move. |
Price: $7.100 Subject: OIL & GAS Bias: UNKNOWN Owned: Yes |
| 2005-07-07 | TOP PICK |
Canadian-Natural-Rsrcs CNQ-T |
Wilf Gobert | Stock has been on fire for about 3 years. When oil prices rose, the value of their reserves grew enormously. Have sanctioned an oil sands plant and they own 100% of the project. |
Price: $48.240 Subject: OIL & GAS Bias: UNKNOWN Owned: No |
| 2005-09-14 | TOP PICK |
Canadian-Natural-Rsrcs CNQ-T |
Wilf Gobert | One of the most successful companies year in year out. They have 100% interest in a new oil sands play (Horizon). Will start at 115,000 barrels a day and will grow to 230,000. 40 years reserve life with no exploration risks. |
Price: $55.000 Subject: OIL & GAS Bias: BULL on ENERGY Owned: No |
| 2005-11-07 | TOP PICK |
Canadian-Natural-Rsrcs CNQ-T |
Wilf Gobert | Recently announced they are going to develop 500,000 barrels a day of oil sands through mining and upgrading. Have an enormous amount of reserves that are not producing. Long life reserves. |
Price: $55.000 Subject: OIL & GAS Bias: BULL on ENERGY Owned: No |
| 2006-01-23 | TOP PICK |
Canadian-Natural-Rsrcs CNQ-T |
Wilf Gobert | Last year's earnings were up 40%. Cash flow was up 33%. Looking for a 10% volume growth this year which will mean another 20% growth in cash flow. This stock gives you 100% of a brand-new plant in the oil sands to be constructed this year. |
Price: $69.010 Subject: OIL & GAS Bias: OPTIMISTIC Owned: No |
| 2006-03-20 | TOP PICK |
Canadian-Natural-Rsrcs CNQ-T |
Wilf Gobert | The Horizon oil project is a $10 billion project expected to develop 230,000 barrels a day. The project is on time and on budget. |
Price: $63.700 Subject: OIL & GAS Bias: BULLISH Owned: No |