STOCKCHASE

Hap (Robert) Sneddon FCSI

Rare earths. If you own, your patience will be rewarded. Trading back at the higher end of its range. Expect it will be a takeover down the road by one of the big mining companies. Expect it will end up at $13-$14 a share minimum.

2012-03-05

Comment

7.990

Rare Earth. There has been a big bounce back in the space. There is resistance at the $8 range. The downtrend has been broken. Would like to buy it at above $8. This is one of the areas that has started to move up. If you own, put a Stop in at $7.50.

2012-01-19

DON'T BUY

7.960

Gavin Graham

Rare earths from large dumps of abandoned material. Great way to play a long time growth story. Hasn’t done a lot over the last year. Good business model and well run. Wouldn’t be too aggressive on this at the moment.

2012-01-13

BUY

7.800

Michael Smedley

Market Call Minute: Extremely competent.

2012-01-10

BUY

7.740

Love’s the company. Can’t believe how cheap this company is. You are going to wake up one day and one of the major mining companies is going to buy it up. It is about as undervalued as you can find them.

2011-12-12

DON'T BUY

7.590

Colin Stewart

Rare earths focused on the China market. Haven't followed this one that closely. His concern with companies whose assets are largely predicated on Chinese demand, it is hard to verify what is going on.

2011-10-18

Comment

7.100

James West

Rare Earth sector is tough right now. There are all kinds of signals that China's growth is slowing so is the demand going to come off. Prefers precious metals rather than technology metals at this time.

2011-09-28

TOP PICK

8.850

Rare Earth. Making a huge amount of money and has a great balance sheet. Diversifying into other areas. Very cheap. When the gloom lifts, this stock should go to $15 very quickly.

2011-09-08

TOP PICK

9.070

Peter Imhof

Actually making money through rare earths. Supply a lot of electronic companies and people who make smart phones as well as for automotive parts. Last 3 quarters they have blown away all consensus estimates. Will probably earn $1.40 this year. 6-7 times earnings. Good visibility.

2011-08-29

TOP PICK

9.050

Produces neodymium, guts of rare earth magnets. Involved in bonded magnets, which are cheaper than centered magnets. Rare earths have gone up significantly by a factor of 4% in the last year. Earnings expected to be $1.46 compared to $.45 last year. Risk is the quota system that China has on rare earths

2011-08-26

TOP PICK

9.550

Rare earth. Got everything you are looking for. Quarter was so good that people are asking if it is for real. 4x 2012 earnings. Great management, diversified revenue base. His number 1 stock out of 200 he tracks.

2011-08-17

DON'T BUY

7.990

James Hodgins

A solid company, but are at risk of China's export quotas changing. This would be his concern at the current time. They only make their margins on exported material.

2011-08-05

Comment

8.790

In rare earth sector, this is his choice. A lot of volatility in this sector. Not making a huge bet on this. Be prepared for a rollercoaster ride.

2011-05-25

PAST TOP PICK

52.100

(Top Pick Mar 18/10, Up 73.56%) 19% of rare earth magnets are sold into Japan, so there is concern about an impact on sales. Costs are going up for raw materials faster than they can crank up their prices. Margins are going to get squeezed. Recently reduced position but will buy back in a month or two.

2011-03-15

TOP PICK

7.120

(A top Pick Nov 17/09. Up 62.16%.) Rare earth. One product is neodymium to make computer hard drives and magnets for cars. A lot of free cash flow. Huge opportunity in the Patinga mines in Brazil.

2010-12-09

HOLD

6.540

Lesley Marks

Rare earths. Stock price fully reflects outlook, which is very positive.

2010-11-24

BUY

6.010

James Hodgins

Rare earth miner and producer with most of their assets in China. Likes the business model and are able to capture a lot of margins.

2010-11-15

PAST TOP PICK

4.250

(A Top Pick Sept 15/09. Up 10.3%.) Makes rare earth, especially neodymium for high intensity magnets for tiny hard drives. China has largest location for this but looking at limiting exports. Gigantic cash flow generation with good profit margins.

2010-09-10

PAST TOP PICK

3.750

Paul Thornton

(A Top Pick Nov 13/09. Down 14%.) Rare earth materials company. Now range bound and it's back to its lows. The range is in is still well above the point where it blasted off from. When it breaks out again, they can make another large gain. Watch.

2010-06-25

TOP PICK

4.350

Uses neodymium, a rare earth material to produce high-powered magnets, which are used in computer/cell phone applications as well as automobiles. Earnings $.18 in 09 growing by almost 80% to $.33 in 2010.

2010-03-18

TOP PICK

4.360

Makes neodymium for high-strength magnets. Keen on Netbook sales because Intel decided to limit memory and screen size with flash drive but users wanted to store a lot. Expect 40 million net books to be sold in the coming year. 12.8X PE for 2010.

2009-11-17

TOP PICK

50.990

Paul Thornton

Manufactures precision magnetic products out of rare earth materials. A smaller company so will be more volatile so look for a correction before buying and try to get at a round $4.

2009-11-13

TOP PICK

3.860

Makes dinium (?), rare earth mineral that is used in small high intensity magnets for things such as hard drives in notebooks and automotive uses (power windows, power seats). In the top 2% of his database. 12.5 PE. Cheap.

2009-09-15

HOLD

4.220

(Market call minute.) Disappointed in how the stock has done. Revenues may be slower growing than he thought.

2008-07-08

BUY

4.650

Werner Muehelemann

Chinese company trading in Canada. Industrial powders used in technology consumer products like hard drives, etc. Not expensive at 12X earnings. Good growth. Fear is that if there is a slowdown in the US it might hurt sales. Good technology.

2008-05-28

HOLD

4.730

Ravi Sood

(Market Call Minute.) Fabulous company but no short-term catalyst to the upside.

2008-04-21

DON'T BUY

3.890

Disappointed in the stock reaction, not the execution of the company. Doesn't know if it's a value trap, people don't believe in the growth of the company, their competitors are doing fine, the industry is doing ok, their earnings are pretty good, but nobody cares. Very cheap stock with a lot of potential, and it should be doing better. His buying style is to buy on strength, so he wouldn't buy it.

2008-03-17

BUY

3.750

Been disappointed with name. Either it’s a value trap or people don’t believe in the future growth of the company. Industries fine, earnings are OK yet no one cares. Very cheap with decent potential.

2008-03-17

STRONG BUY

4.030

Manufacture magnets for miniaturization products. Business is fine and they will be debt free this year. Trading at about 12X earnings so it is very, very cheap. They have the ability to make acquisitions utilizing their balance sheet.

2008-01-31

BUY

4.850

Werner Muehelemann

Manufacture industrial powders such as metal powder that is used in TV screens, etc. Have technology that purifies them to a level that is very interesting to electronic companies. Trades around 12X earnings. There is good potential.

2008-01-09

TOP PICK

4.970

Produce neodymium, which goes into magnets and lanthium. With any PDA, cell phone or electronic appliance, they use neodymium. Prices are increasing which indicates demand increase. Have a very good supply source. Lanthium goes into flat-panel screens. The company has a very big global opportunity. They have great sales and great management and well financed. Trades at about 12 or 13X earnings and yet revenues are starting to grow.

2007-12-14

Comment

4.800

Alex Ruus

A great business that is generating good growing cash flows. They have patents that he views that the business could fall right off the table in 2013/2014. Apparently have made some developments that give it a more sustainable story. Will be revisiting this stock.

2007-12-13

BUY

4.700

Ron Meisels

Had a big base building between 2004 and 2006 and broke out at about $2.50. Since then it has done very well and has been hugging its 200-day moving average and still continues to do so. The recent selloff is just profit taking and wouldn't worry about it too much. Use a mental stoploss of around $3.80 - $4.00,

2007-11-23

BUY

5.040

Manufacture neodymium for high intensity magnets. Used for automobile power seats, power doors, etc. There is a question as to whether they are actually going to make their numbers this quarter as some customers may have been pre-buying. But their largest customer is expected to have strong sales. Ranks #23.

2007-11-07

BUY

5.020

David Baskin

Deals in rare earths and zircomium. Has a market cap of 1/2 a billion. Trading at 15 times earnings. Not a big cap or well established. Don't use the rainy day money, but worth it for a "flyer".

2007-10-23

WAIT

4.350

Manufacturers high-density magnets, which has a high demand. Ranks 28 in his model, so is roughly in the top 5%. It is still unclear as to whether they can extend the patents. Expected to earn $0.27 and trades at a 14 P/E. Wait until there is a decision on the patent.

2007-07-26

BUY

3.100