3 replies to this topic

[PorkLoin]

Haven't posted about this one before. From the website: "Brookfield is a specialist asset manager. Focused on property, power and infrastructure assets, we have approximately US$40 billion of assets under management. We own interests in a high quality portfolio of over 70 premier office properties and over 130 power generating facilities. In addition, we develop master planned communities and provide clients with a comprehensive array of financial and advisory services. Our assets are located in North America, Europe and Brazil."

It's had its shakeouts but it's a steady overall uptrender, and the company makes a lot of money. Even now, the P/E ratio is only 8.5



I saw UTS in a promotional e-mail for an advisory service. The company name wasn't given, but the stock price and the location (near Ft. McMurray in Alberta) were, so it was no big trick to find it without paying for an advisory subscription.

Oil sands and lots of it. Partnered with Petro Canada. Just announced that an upgrader for the oil sands will be built pretty close to the project. Last weekend on 60 Minutes there was a segment about the oil sands in Alberta and I think some people jumped on the bandwagon this week.



Sagitarius D mentioned Cano back on Jan. 3, 2005. I note that the Inger Letter, as quoted right here at TT, also spoke of it in July and August 2005. "focuses on secondary and enhanced oil recovery techniques to extract additional oil from mature onshore U.S. fields. Based in Fort Worth, Texas, Cano employs a unique business model that enables the company to exploit our country’s proven reservoirs – assets with marginal production that still contain significant reserves that can be produced through enhanced oil recovery (EOR)." It goes into older oilfields which are obviously already proven, and there's not a whole lot of competition yet.

Last I saw, it was losing 22 cents per share, but that chart speaks for itself. It's my best performer lately.



The decline in natural gas is hurting Storm Cat, and it rather fell out of bed today. I have a fair-sized position already, and will be looking to buy more based on the $NATGAS chart.

Best,

Doug

[PorkLoin]

Breakout champion?

[PorkLoin]

BAM keeps going and UTS is HOT.



Cano is still rocking, and Storm Cat (which also trades as SCU on the AMEX) is going after natural gas in coal seams, shale and sandstone, which have tended to be bypassed in the past as they require special technology and know-how to get an economic return. Storm Cat has them. I had figured that the decline in $NATGAS prices was weighing on Storm Cat, and the decline has not yet ended. You can see that Storm Cat has been a jumpy stock, and I don't really see anything in the news of late to explain the fast move up recently. The $NATGAS chart looks like it may be close to bottoming, and I was planning to buy more gas-related stuff but Storm Cat didn't wait around for me to get any more.



In the long run, I think the outlook for Storm Cat is bright. It's been consolidating/going sideways for over a year, but the long term trend is up. It's been quite a whacking that Natural Gas prices have taken, but at some point a bottom will be put in and rising or at least stable gas prices would be a comparitive boon for many energy issues.

Best,

Doug

[hiker]

Doug - thanks for sharing the great research!