Past comments
Here are some comments from the past year.
jimi
PAST TOP PICK Kyle McKay (A Top Pick Mar 7/06. Down 8.9%.) Have done a great job of consolidating a very fragmented industry. Should do well this year. 2007-01-08
BUY Peter Hodson The easy money has been made. Likes the company and its cash flow. A growth by acquisition story. Have a competitive advantage. 2006-04-20
TOP PICK Kyle McKay This stock hit its 52 week high today. Garda World Security is a great growth story through consolidation in Canada. Involved in cash handling, security, airport security and background investigation checks. Doubled its revenue over the last couple of years. Managment would like to double its size through acquisitions. He has owned for quite some time, average entry price was about $7-8.00. He is continueing to sell it on the way up just through appreciation, maintaining his weighting. 2006-03-07
BUY Michael Smedley If he were to pick a fairly junior company that is on the expansion trail, this would be about the most solid. The demand can only increase. They seem to manage their operations very well as well as acquiring them. 2006-01-03
BUY Robert McWhirter Ranks in the top 5% of his database. Estimates have popped up by 23% in the last 90 days. Year over year earnings growth is up 50%. For year-end Jan/07, earnings are expected to grow from $0.50 to $0.74 against a 19 P/E. 2005-12-08
ast comments