2012-11-09
| Signal | Price | Bias | Subject | Owned |
|---|---|---|---|---|
| TOP PICK | $22.250 | DEFENSIVE | NORTH AMERICAN - LARGE | Yes |
Make fracking sand. Rough year. Chinese imported synthetic fracking sand but now realize it is a lower quality and are moving back. 16x earnings. Nat Gas will be favourable now that Obama won election.
Don Lato
President,
Padlock Investment Management