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Patrick McKeough is one of Canada’s top safe-money advisors. The Wall Street Journal, Forbes and The Hulbert Financial Digest have all recognized his ability to find stocks with hidden value. He is editor and publisher of The Successful Investor, Stock Pickers Digest, Wall Street Stock Forecaster and Canadian Wealth Advisor; inventor of the Quick Profit/Value System and the ValuVesting System™. A best-selling Canadian author, he wrote Riding the Bull, the book that predicted the 1990s stock-market boom.

Updating Delphi Energy, Amazon.com and Mosaid Technologies

April 21, 2011 -  Be the first to comment
Posted by: Pat McKeough Filed in: Aggressive Investing
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DELPHI ENERGY $2.67 (Toronto symbol DEE; TSI Network Rating: Speculative) (403-265-6171; www.delphienergy.ca; Shares outstanding: 116.5 million; Market cap: $311.2 million; No dividends paid) explores for oil and gas in Alberta and B.C.

In the three months ended December 31, 2010, Delphi’s combined daily output of natural gas, natural gas liquids and crude oil rose 24.0%, to 8,539 barrels of oil equivalent from 6,888 barrels a year earlier.

Delphi’s cash flow rose 26.5%, to $18.0 million from $14.2 million. Its cash flow per share rose 14.3%, to $0.16 from $0.14.

Delphi has lots of drilling targets on its 244,475 acres of undeveloped land. It expects oil and gas from these prospects to raise its daily output to as high as 9,200 barrels in 2011.

The company holds cash of $4.2 million, or $0.04 a share. Its $105.0 million of long-term debt is a manageable 36% of its market cap.

Delphi is a buy for aggressive investors.

AMAZON.COM $178.82 (Nasdaq symbol AMZN; TSINetwork Rating: Extra Risk) (206-266-1000; www.amazon.com; Shares outstanding: 451.0 million; Market cap: $80.7 billion; No dividends paid) has announced a new service, called Amazon Cloud Player, that lets users upload music to an Amazon server and play it through web browsers, or on smartphones or tablet computers that use Google’s Android operating system. This way, users don’t have to download music to computers or smartphones and transfer it to other devices.

Cloud Player users get 5 gigabytes of storage for free. That’s enough for about 1,000 songs. Users who buy music MP3 files from Amazon’s online music store will get 20 gigabytes for free for one year.

Amazon is launching Cloud Player ahead of similar services being developed by Google, Apple, and even Facebook. That gives it a slight advantage, and will also let the company take some market share in the digital-music market, now dominated by Apple’s iTunes. However, it’s far from certain that Amazon will be able to hold on to a lasting advantage.

Amazon.com is still a hold.

MOSAID TECHNOLOGIES INC. $30.22 (Toronto symbol MSD; TSINetwork Rating: Extra Risk) (613- 599-9539; www.mosaid.com; Shares outstanding: 11.9 million; Market cap: $359.1 million; Dividend yield: 3.3%) mainly licenses patented semiconductor (computer chip) and telecommunications technology, including patents for technology used in smartphones and laptops.

Mosaid has signed a six-year licensing deal with South Korea’s Hynix Semiconductor Inc. The current license deal with Hynix expired on March 31.

Terms were not disclosed, but Hynix is the world’s second-largest computer-memory chipmaker.

Mosaid Technologies is still a buy for aggressive investors.


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