Your Top Five Holdings
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Posted: Wednesday Oct 31 7:45:02AM 2007
Thanks, dundee, for your time and efforts in compiling this data!
Posted: Wednesday Oct 31 3:46:05AM 2007
Thanks for all the work Dundee! I look forward to year end results and to posting our new top picks for 2008.
Posted: Monday Oct 29 11:00:12PM 2007
Someone just brought up the topic recently and suggested that we tabulate the year to date numbers. Yes, I will do it again at year end if there is interest.
Posted: Monday Oct 29 5:21:41PM 2007
Ok, I have the results. Consider this the last chance to tell me if you do not want your results posted here. I will post the results tomorrow.
Posted: Sunday Oct 28 8:05:59PM 2007
My top five ...
Raydan Mfg (RDN - TSVX) - like their products & potential
Empire Co (EMP.A - TSX) - good return over decades timespan
Hyduke (HYD - TSX) - unloved but eventually will become so
Berkshire (BRK.B - NYSE) - another long term ballast stock
Silver Ishares (SLV - AMEX) - commodity, and currency hedge
Posted: Wednesday Sep 26 1:16:57PM 2007
Is SHF done or will it trade again? My dud for the year?
Posted: Wednesday Jul 11 7:51:07PM 2007
Much has changed - got rid of the losers
ADA averaged down to 0.95 now 1.20
POT in at 73 now over 80
ELR in at 2.15 now 2.50
SXL awaiting pop
CML in at .92, now 1.00
OIL recently added at 13.00
looking to add PBG
Missed out on SXR 12.7, SGR 0.99 & STP 3.00 (if you got in at thelse levels you would have made out like a bandit!!) GLTA
Posted: Tuesday Jul 10 6:20:37PM 2007
Posted: Sunday Apr 8 9:54:32PM 2007
Recently added PBX, TJS and IRK on dips
Still have SXL, TEL, ADA
Posted: Monday Mar 26 4:48:10PM 2007
Well speak of the devil LIM is going to get bought out at 18.50 so I cashed out at 19.00. Now it is going to be LBE or more FNI. I like the potential of FNI. Thoughts?
Posted: Saturday Mar 24 10:23:56AM 2007
My latest are
FNI.V bought in at .80
SXL.V bought in at 0.14
Royal Bank bought in at 48.00
SOX.V bought in at 1.10
LIM bought in at 14.00
Recently picked up TJS due to the size ofthe deposit in the ground & hoping for a buyout by BLE
Posted: Thursday Feb 15 6:43:50PM 2007
two fo my top 5 picks had nice jumps this week
GDI.UN on an increase in their unit distibution and mgo on their earnings.
Posted: Saturday Feb 10 6:42:06AM 2007
I just blew out 2 stocks that I was holding EON and LEE and have only two now ADA and SXL - large in both. Some cash left. Staying out of oil until the market comes back. Some good companies in oil, however not being properly valued at the moment. A geopolitical event (Iran?) would change oil in a hurry.
Posted: Friday Feb 9 10:09:45AM 2007
My top 5 are:Long term holds
Most recent and avg price
Shift networks SHF .09
Tim Hortons THI 30.85
Hardwoods HWD.UN 4.94 + 14+yield
Axia AXX 2.25
Alliance Imaging AIQ 4.75
Also hold WPS,FNI,S
Posted: Wednesday Feb 7 4:10:54PM 2007
Posted: Wednesday Feb 7 12:34:14PM 2007
sure thing Stocklad. Thank you for sharing your stock picks with us - I can tell from your picks that we share a lot in common in terms of what we look for in stocks.
I owned BFS years ago and did quite well with it. I will revisit it again.
I will keep the results of your portfolio private as requested.
Posted: Wednesday Feb 7 12:03:59PM 2007
my top 5 holdings are,
dkam-drinks america holdings
Posted: Wednesday Jan 31 8:42:27PM 2007
Just new to this board and QIS. Good discussions my top five are all juniors and are all very speculative.
GRH.VN Great gold properties and good partner. price has been beat up lately but has lots of potential.(Seems to be getting some interest in last few days)
THV.VN Uranium with great land holdings in Athabasca Basin
ABN.VN another uranium in Athabasca Basin (very low float)
TAS.VN another uranium in Athabasca Basin (very low float) just bought this on advice from a usually reliable source
CQC.VN Gold getting tired of holding
Posted: Tuesday Jan 30 1:44:16PM 2007
new to this board.
my 5 favorites are:
general donlee gdi.un
zenn motors znn
zecotek medical zms
Migao corporation mgo
I also like Wanted technologies WAN and energold EGD
Posted: Monday Jan 1 4:10:12PM 2007
Bank of America
Lifeco Split Corp
Bank of Nova Scotia Split Corp
Dundee - what are yours?
Posted: Sunday Dec 31 9:03:39AM 2006
Dogie - take a close look at PIH. I really think this is a great company trading at a cheap valuation. They make money, they have bought back their stock, management owns a lot of it, the founders run the place. It only trades at 10X earnings, no debt (they just finished paying it off), grat prospects with new products in their electronic module division (mainly for class 8 trucks). This stock may not be getting the attention it owes because everyone hates the auto sector and auto parts sector. They are really not exposed to auto (only 8% of revenues). Lastly, check out Q1 gross margins - 29%!!! They have really improved their margins, and all this with a 1.12 US/CDN $. Now the US$ is 1.16!!!! Looks good to me.
Posted: Sunday Dec 31 2:02:57AM 2006
Iplayco (IPC, TSX Venture)
Memory Pharmaceuticals (MEMY, NASDAQ)
Agrium (AGU, NYSE)
Unique Broadband Systems (UBS, TSX Venture)
PW Eagle (PWEI, NASDAQ)
I hold 6 more approximately the same size.
Happy New Year!
Posted: Saturday Dec 30 7:06:23AM 2006
My top 5 holdings are the following:
Niko Resources (NKO)
Quest Capital (QC)
Eyelogic Systems (EYE.A)
Asian TV (SAT)
Posted: Saturday Dec 30 6:42:40AM 2006
RVX.TO - Looking for a buyout
HPX.TO - Production going to 23k end of Q1, 200 million capex budget
Posted: Friday Dec 29 8:34:32AM 2006
Current top holdings for me are
Happy New Year, everyone!
Posted: Thursday Dec 28 11:00:12AM 2006
Stocklad - Thanks for the highlight of Intequest - looks really good. BUT - I have never seen so many "related party
" transactions and continigent transctions on a balance sheet before????!!!
Posted: Wednesday Dec 27 7:27:30AM 2006
Trgd.pk Pink sheet hopefully moving to a better exchange in 2007. 6 jt venture projects in Mexico with 3 moving into production in 2007. Tara has 2 base metal projects that they will likely keep 100% and start production in early 2007. Share price could be in the $3 range by year from current 1.05
HBM Hudbay continues to be a cash machine. Zinc should move up in price as supplies are constrained and steel remains in high demand
LMC Another base metal play. Like HBM, LMC has both copper and zinc production. The copper component will likely fall in relative price offsetting any rise in zinc. Both of these stocks will have very low mid single digit p/e ratios as their earnings with current metals prices become apparent.
PBG Petrobank is my triple threat oil sands play. They have Canadian natural gas and are drilling furiously to obtain current cashflow. Current production is around 2500-3000bpd. They have Columbian production of around 2500bpd. Columbia is scheduled to double production in 2007. They have a huge acreage position of over a million acres in Columbia and will begin exploration in 2007 beyond their original successful development. Petrobank also is testing the THAI process, a much more environmentally sound process to extract tar sands. Three test wells should be in place by Q1 2007. If successful, THAI could replace SAGD as the standard method of tar sands and heavy oil extraction. PBG has 1.6 billion barrels of tar sand resource. They will drill more of their land to increase this estimate. If Thai is successful, their resource will also go up significantly. THAI reclaims up to 75% of the oil in the ground vs 30-45% for SAGD.
TGA This is the remains of a big winner for me. TGA will start exploring their Egypt concession in 2007. They have 30,000 sq miles of land and have selected sites for three test wells in 07. They are also beginning exploration of a new section in Yemen.
As my top five indicate, I am a commodities and energy bull. Bobwins