Makers & Breakers 02/25/06
from: www.fox.com • Cameco Corp. (CCJ) Kevin Kerr, editor of Resource Trader Alert: Maker. Cameco is one of the outstanding uranium miners and with 60 to 100 new nuclear power plants coming online over the next couple of years, we're going to need a lot more uranium. The company has mines in Krygyzstan and Kazakhstan, which are overflowing with precious minerals. I think the price could hit $75 within a year. (Friday's close: $37.00) Jim Michaels: Breaker. Nuclear power is the way to go, but it's going to take 10 more years before any new plants start coming on stream. The company has a long wait, meanwhile the stocks has gone way up. I wouldn't buy it at this price. Victoria Barret: Maker. I don't know if this stock will double, but I like it because demand for uranium is outpacing supply. • Evergreen Solar (ESLR) Kevin Kerr: Maker. We all know solar energy will be the next big thing. And I think Evergreen is one of the best choices for a solar play as they have proprietary technology that will help them through the "lack of silicon" problem that should be resolved in the next two years and is hurting other companies far worse. I think the stock price could hit $20 within a year (Friday's close: $15.09) Victoria Barret: Breaker. It's a really interesting technology, but the cost of solar energy per kilowatt is double the cost of regular power. Jim Michaels: Breaker. I agree with Victoria. The stock is too expensive with a $1 billion market cap and bleeding cash. I wouldn't buy it now at this price. Kevin Kerr: A high stock price has never scared me. Evergreen just made a four-year $100 million contract with a German company. It has technology that doesn't depend on silicon as much as rivals, which is in short supply right now. The stock is going up.
Makers & Breakers 02/21/06
from www.fox.com
• Gold Kist (GKIS) Chris Mayer, editor "Captial & Crisis": Maker. This is a chicken stock. This is a nice contrarian play on the avian bird flu fear. It's the third largest chicken producer in the U.S. It cranks out 14 million birds a week. The stock has fallen from $21 to $14. I think it's heading back up. David Asman, host: You think the stock can go up 50 percent in one year to $21. (Friday's close $14.37) Elizabeth MacDonald: Breaker. I don't think the avian bird flu has played out yet. I think that this is too risky of a stock. Jim Michaels: Maker. Here's a good little company knocked on its back from this avian flu panic. Six months from now the panic is forgotten. • White Mountains Insurance (WTM) Chris Mayer: Maker. Hurricanes have hammered this stock. It's down from its high of $711 to around $550 today. Warren Buffet owns it, they'll get their money back. David Asman: You think it can surpass its 52-week high and go to $770 in a year. (Friday's close $546.60) Jim Michaels: Breaker. I think I'd rather buy the parent company, Berkshire Hathaway if you're going to buy an expensive stock. Elizabeth MacDonald: Maker. I think that this is a good stock. All their earnings numbers are going up. Cash flow is solid. Return on capital is looking pretty good. White mountains can put you in the black. | 
