MSD
Investors often ask how we have managed to recommend so many stocks over the years that get taken over. One key is that we aim to recommend stocks with hidden assets — assets that attract less investor attention than they deserve.
That gives buyers a bargain. It also attracts takeover bids.
Stock trading advice: The hidden asset that gave us a …read more »
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 …read more »
Mosaid Technologies, symbol MSD on Toronto, mainly licenses patented semiconductor (computer chip) and telecommunications technology, including patents for technology used in smartphones and laptops.
The company complements this business by developing its own memory and other technologies. In total, Mosaid holds 2,647 patents and applications.
The company licenses patents based on its own innovations. It also buys patents, and has secured …read more »
ZARGON OIL & GAS $21.61 (Toronto symbol ZAR; TSINetwork Rating: Speculative) (403-264-9992; www.zargon.ca; Shares outstanding: 23.8 million; Market cap: $513.5 million; Dividend yield: 7.8%) is the new name of Zargon Energy Trust following its conversion to a dividend-paying corporation on January 7, 2011. The move is in response to Ottawa’s new tax on income trust distributions, which came into effect …read more »
ALARMFORCE INDUSTRIES $7.13 (Toronto symbol AF: SI Rating: Speculative) (1-800-267-2001; www.alarmforce.com; Shares outstanding: 12.2 million; Market cap: $87.2 million; No dividends paid) sells two-way voice alarm systems and monitoring services in Canada and the U.S.
AlarmForce’s system differs from others because it lets emergency operators verify an alarm by establishing immediate, two-way voice contact with homeowners. It then dispatches security personnel …read more »
