STOCKCHASE

Gold is very, very large, but low grade. Also a Moly asset in the ground, which eventually might be more important. Run well and only pure producer of Moly until they get the gold mine going. Not one of his favorites, but no particular blemishes.

2012-01-10

WAIT

7.120

Don Vialoux

Has been having a difficult time. Base building right now. Base metal stock and should respond to sector in general. They do well from mid-Nov until June of each year. Developing a nice little base pattern. Starting to look kind of interesting. If it breaks above $7 it should resume an upward trend.

2011-12-30

DON'T BUY

6.200

If you get a great bull market in metals, this is what you would want to own. The problem with having a minor metal like molybdenum is that there is not a deep market for it.

2011-11-22

TOP PICK

6.280

Mohsin Bashir

Looking out a few years, he sees it trading at about a 32% discount to its NAV. Just acquired a copper/gold project in BC. One of the largest producers of molybdenum and one of the few that can produce finished product.

2011-11-21

Comment

7.260

Benj Gallander

Benj’s partner thinks this is in a major growth mode. He doesn't know this one well enough. On his radar screen as a possible play.

2011-11-03

DON'T BUY

7.430

Molybdenum is pretty unstable because of the way the commodity is traded on a global basis. When you are in a rollover market like the current one, you have no idea how much this is going to fall. If it gets washed out and there is cash value, then he would start looking at it.

2011-09-19

PAST TOP PICK

7.700

(Top Pick Aug 5/10, Down 20.10%) Got it because it got very cheap and it turned out to go even cheaper. Sold it a few months ago.

2011-08-24

DON'T BUY

9.150

James Hodgins

Looks attractive on a valuation basis but not the kind of stock he buys. Made a major acquisition and spent cash they had been generating in the molybdenum market to buy a copper/gold development. He is very cautious on demand out of China for base metals. Has a small short position on this one.

2011-07-25

BUY

9.460

Mainly molybdenum but did acquire a BC copper company. Stock has been correcting for the first half of the year but looks like it's at a good level now.

2011-07-21

DON'T BUY

9.850

Jeff Parent B. Eng. FCSI

On the down trend. Wait until the down trend stops. Could go down to $9.50 very easily. If it goes back to $11, then revisit.

2011-06-07

HOLD

11.450

Molybdenum. He owns and is suffering with it. Made some acquisitions. One of the best run companies in the business.

2011-04-15

Comment

12.800

Hap (Robert) Sneddon FCSI

Mainly a molybdenum play but did acquire a BC copper company. Metals tend to do well at this particular time seasonally. Moly is highly correlated to steel prices, which is in its seasonal period now. Technically the chart shows a little pull back but is almost at its support level. April tends to be a very good time for commodity and commodity stocks so there might be a breakout.

2011-02-28

BUY

13.340

Jim Huang

Biggest molybdenum producer in North America, which is a big additive to steel. Reasonable low costs and so can make money. Should do well in the next little while.

2011-02-24

Comment

14.000

Martin Hubbes, CFA

Was one of the high fliers but feels valuation catching up to reality. Longer term not a bad investment.

2011-02-15

WAIT

13.940

In the right space. Had a nice little pullback after running into resistance. Indicators are coming off an oversold level. He would want it to come back a little lower. He would like to see it at $12 or $12.50 and would buy

2011-02-08

TOP PICK

13.890

Molybdenum. Not that excited on the moly business but thinks it will grow 2% to 3% in demand. He likes their acquisition of a B.C. copper mine that has a 22-year mine life and will be coming on stream in 2013. Market has ignored so you essentially get the mine for free.

2011-01-26

BUY

15.250

Molybdenum. Likes this company. With the economic recovery, the ability to grow production is there and he biased to higher molybdenum prices.

2011-01-12

WATCH

13.570

Bill Carrigan

With the sudden move in rates, market being over extended and a lot of interest in commodities, this stock needs a break. Before you Buy, see if it can break through its current price.

2010-12-20

BUY

13.640

Hap (Robert) Sneddon FCSI

Great demand for molybdenum, particularly in the new world growth we are getting. Took quite a hammering not long ago. Did a very good takeover.

2010-12-17

Comment

12.860

Has support around $12 but there is overhead resistance that may be tough to punch through. If it breaks through that, that would be positive. Middle of the pack on relative strength. Has been good accumulation since last summer. If it breaks down below $12, it will probably go to $11.

2010-11-19

PAST TOP PICK

12.450

Hap (Robert) Sneddon FCSI

(Top Pick Nov 10/09, Down 2.56%) Great week last week, got approval on new mine. Nice possibility of upside.

2010-11-04

DON'T BUY

11.420

Jeff Parent B. Eng. FCSI

An example of a stock he would avoid. Has resistance at $12.90. Wait until it breaks above $14.

2010-10-08

BUY

11.260

Chart shows lower highs so the downward slant indicates where the resistance point would be, around $12-$13.50, which is a pretty big move. It is just getting above the 125-day moving average. RSI is not indicating an over bought situation.

2010-09-20

BUY

10.550

Robert Lauzon

Has been an under performer this year because of production and the negative view on molybdenum. Recently made an acquisition that gets them into precious metals. Should be in the $14-$15 range in 12 months.

2010-09-13

PAST TOP PICK

9.600

(A Top Pick Nov 10/09. Down 22.98%.) Can't believe how poorly this company has done. Great buying opportunity.

2010-09-02

HOLD

9.100

Don Vialoux

This should move from around the end of Nov through to May of each year but this one has not been following the trend of other base metal securities. Technicals are not looking that good and it looks like it is ready to break its support level.

2010-08-27

BUY

10.090

Showing signs of life. Molybdenum side is tricky but is something you have to get in at some point.

2010-08-06

TOP PICK

9.500

Molybdenum. With pipelines breaking and oil wells exploding, companies will be pressed to go to higher quality steal and that means molybdenum. It’s a bit on the risky side for him, but it has come down so much.

2010-08-05

WAIT

9.500

Great company and product. Well set. And considering all the pipelines they are starting to set. The worst month for metals is September. Has been trading sideways for a while. Would wait until October, May pull back down with the rest of the metals.

2010-08-05

WAIT

9.500

Great company and product. Well set. Worst month for metals is September. Trading sideways here. It may go back up a little bit, but he would wait until October or later.

2010-08-05

BUY

9.410

Molybdenum. Likes this one and is getting into range where he is considering buying. Profile is good for considerable earnings expansion. $.38 last year, which could go up to $1 in the next couple of years if molybdenum market holds in. Recent acquisition was good.

2010-07-28

Comment

9.490

Stock went down when they acquired the copper play Terrane Metals. If they had not bought this, it would've been a takeover target for the molybdenum assets but now it will have to prove itself.

2010-07-22

HOLD

9.450

Just made an acquisition of a mine that is ready with copper and gold. Nice balance sheet. It will take 2 or 3 years for the mine to come into production. Moly prices have bottomed out here. Trading at a deep discount to other producers. Not selling it.

2010-07-20

PAST TOP PICK

9.820

(A Top Pick Nov 10/09. down 26.15%.) Dropped because of a big worry of a slowdown in China. A lot of value in this company with $5 a share in cash.

2010-06-14

SELL

8.930

Jeff Parent B. Eng. FCSI

The fact that it is moving down now is very negative. He would avoid it. Wait until it gets to the $10 level. It’s more of a short right now.

2010-06-09

HOLD

9.730

Derek Webb, CFA

Mines moly, which goes into steel. This commodity lagged the commodity rally. Sold off because of China fears. Thinks this stock can go a lot higher. When it moves it can move very quickly.

2010-06-03

BUY

9.650

Moving up on Chinese demand. Great buy from here. Not a bad hold. There are other tings in the metals sector that will have more immediate returns.

2010-06-01

PAST TOP PICK

9.760

(Top Pick Nov 10/09, Down 22%) Was sure the price of Moly would go up, but stock went down based on fears of slowdown in China and Europe. He is hanging on.

2010-05-25

BUY

11.520

One of the world's largest producers of molybdenum. For stainless steel and an alloy for specialty steels. Really a question of the world economy. Earnings were a little weak last quarter. He would buy up to $18.

2010-05-10

DON'T BUY

13.670

(Market Call Minute) Stock is ahead of the commodity.

2010-04-13

HOLD

13.410

Veronika Hirsch

Molybdenum and copper and hasn't been much movement in either commodity in the last several months. Should make an acquisition to get their growth profile more attractive. Good management. Great hold for the long term.

2010-03-26

PAST TOP PICK

13.870

(A Top Pick Nov 10/09. Up 10.3%.) Coking coal is on fire and is going to drive up prices along with molybdenum.

2010-03-24

Comment

13.810

Single product company of molybdenum. Since this is a by-product of copper, the main problem that could arise would be if copper production keeps increasing, molybdenum prices could decrease but he doesn't think this will happen.

2010-03-18

BUY

13.770

Molybdenum has not been as robust as some of the other metals. On a valuation basis, relative to other companies, shows up not too badly. Recently announced some expansion to their CapX going forward.

2010-03-17

BUY

14.470

Just bought in the last week (trying to get a mix of metals). Results are great, good management. An intermediate, company is at right place at right time.

2010-02-26

BUY

12.280

Molybdenum is a metal increasingly used as an alloy in quality steel so the price depends almost entirely on steel demand. If world demand for steel goes up, it will be good for this company.

2010-02-08

DON'T BUY

12.120

Stan Wong

Likes the materials space and this one looks interesting at the 200-day moving average but in terms of growth and earnings it's not as exciting as some of the other names.

2010-02-04

BUY

13.320

Molybdenum is needed for hardening of steel. Prices have started to head higher again. Big demand from China. This is the purest play in Canada.

2010-02-01

Comment

12.560

This is playing into the whole theme of how stable are commodity prices currently. Has been hit with a pullback in commodities in the last few days. Has very good sponsorship. Still too expensive for him.

2010-01-27

BUY

14.660

Molybdenum producer. Not a lot of ways to play moly and this is one of the best producers. Molybdenum prices have started to rise in the last few months.

2010-01-20

BUY

14.500

Ross Healy

Future outlook for molybdenum will be directly linked to the outlook for steel. Expecting North American recovery to be flat and some of these stocks are running ahead of themselves. However, his FMV calculation for this company is good and it looks like it could give you some more.

2010-01-11

PAST TOP PICK

13.000

(A Top Pick Nov 10/09. No change.) Molybdenum producer. Moly prices have moved up. China is exporting a significant amount of steel at elevated levels, which will create higher demands. Still a buy.

2010-01-04

Comment

12.400

Bruce Campbell

Molybdenum. The prices have been rising but have now started to flatten out. Moly prices will only continue to go up if the economy continues to improve. Strictly an economic play.

2009-12-30

DON'T BUY

11.790

Main producer of molybdenum. Problem with a minor metal is that when it goes down, it does so quickly. Stock is priced as though the metal will be going up, but it hasn’t yet.

2009-12-21

BUY

13.100

(Market Call Minute) Lots of upside.

2009-12-02

BUY

12.560

Direct play on molybdenum, whose prices have started to move a little higher. Starting to look like a good entry point. Has lagged the metal names in general. China has become a net importer again.

2009-11-30

BUY

12.250

Purest play on molybdenum. A core holding. Strong balance sheet and good cash holdings. Thinks the steel market looks better going forward.

2009-11-18

BUY

12.720

Molybdenum is a weird market so be cautious but he thinks it is close to an uptick. Likes to Trade this one. Cash flow will be huge when moly prices recover. Some great projects and exploration projects.

2009-11-16

WATCH

12.300

Paul Thornton

(Market Call Minute.) Molybdenum. One of the best base metal companies in Canada but the stock is not trading that great right now so watch to make sure that it doesn't continue to break down.

2009-11-13

TOP PICK

12.490

Largest molybdenum producer. Great balance sheet, no debt and almost $4 a share in cash. Low mining costs. Great resources. Moly prices have been depressed recently but Chinese steel demand is still robust.

2009-11-10

DON'T BUY

11.500

Stan Wong

Molybdenum was a great play about 1.5 years ago and is still very interesting. Trading at 7.7X forward earnings but technically has dropped below the 50-day moving average and is moving towards the 200-day moving average.

2009-11-04

PARTIAL BUY

10.830

Molybdenum, which he thinks will go higher in the next 1 to 2 years. Pretty good production profile going forward. At these levels he would start accumulating.

2009-10-28

Comment

12.370

Jim Huang

(Market Call Minute.) Molybdenum. Likes at long-term but short-term see some downturn risks.

2009-10-02

HOLD

13.700

(Market Call Minute) A little Expensive compared to other metals. Would not be buying it here.

2009-09-08

DON'T BUY

12.880

Rick Stuchberry

Molybdenum. Has had a wonderful run off the bottom but has a little bit of a technical breakdown. Let it firm up and watch the moly market itself.

2009-08-27

BUY

15.030

(Market Call Minute.) Great exposure to molybdenum.

2009-08-20

HOLD

15.210

Andrew McCreath

(Market Call Minute) About the purist play on Molibdomin, but at 5-6x next year’s numbers it is not cheap.

2009-08-18

BUY

13.160

Did well coming off of its bottom. Molybdenum has recovered well. Moly is a specialty area and you don't have to many choices and this company is the proxy for it.

2009-07-16

PARTIAL BUY

11.840

(Market Call Minute.) Molybdenum. Will have some seasonal weakness here and profit-taking. Would buy over the next 2 or 3 months.

2009-06-17

BUY

13.290

The only pure play you can get on molybdenum. Got hit pretty hard in the resource sector last year but is now coming off the bottom. Demand is rising.

2009-06-11

BUY

12.510

Pure player in molybdenum and this is a way of playing molybdenum. Commodity has not been on fire because the whole chain of things in steel has not.

2009-06-10

DON'T BUY

9.120

Molybdenum. Base metals have gone up a huge amount since March. Because of the economic news coming out you have to be careful. Seasonally, metals do not do well from July to September. Be very careful about your entry points in this sector. He would wait until the fall.

2009-05-05

BUY

7.680

Improving along with a lot of metals stocks. The only pure way for buying into molybdomen. Probably gets taken-out.

2009-04-28

VAGUE

6.250

Dennis Gartman

Hamburger helper of steel industry. Thinks this is a coincident indicator of steel industry.

2009-04-16

PAST TOP PICK

5.920

(Top Pick Apr 22/08, down 72.18%) One of the chief suppliers of Molybdenum. Steel production fell off a cliff last summer and fall. Strong balance sheet, reserves and infrastructure projects. Expect to see prices of Molybdenum recover. Hold.

2009-04-14

DON'T BUY

5.430

They want to bottle up molybdenum so they could be making acquisitions. Because of the global turndown moly is in an inventory build. You have to reduce the supply and when supply and demand meet, prices stabilize. Base metal prices will be taking a long time to recover.

2009-04-06

WAIT

5.430

Veronika Hirsch

Exposure to molybdenum only, which is currently in a funk. Only buyers around seem to be the Chinese. Likes management and assets. Will the Chinese be buying long enough before the real economy kicks in and is there enough demand for molybdenum to turn the price around? Wait another quarter before buying.

2009-04-02

DON'T BUY

5.000

Michael Decter

Waiting to see improvement in moly prices. If you are patient, it is a great company. Could be a year or a couple of years.

2009-03-24

HOLD

4.860

Thanks molybdenum prices will start working their way higher again. This is the purest play on that. In good shape financially.

2009-03-16

DON'T BUY

3.950

Jean-Francois Tardif

Molybdenum. He is bearish on base metals because of the recession/depression like scenario. The price of moly has already come down substantially. Steel demand has dropped the most it has in 60 years and moly goes into steel.

2009-02-26

Comment

4.170

Don Reed

Molybdenum. There is a lot of infrastructure build in China that is using steel. However, the commodities are ratcheting down. Hasn't looked at this company closely but suggests you check out their financials before buying.

2008-12-10

SELL

3.450

Ken McCord

Has no confidence at all in any base metal names. We are in a commodity bear right now and he can’t see any end in sight.

2008-12-04

Comment

4.240

Looks like molybdenum prices are going down. Production was looking pretty good and they beat their earnings but nobody cared. Have $1.22 per share in cash. As long as production is good, it looks like a pretty good story. Delayed the Davidson project so will not be spending any more money in this environment.

2008-11-07

BUY

8.140

Molybdenum producer with assets in both the US and Canada. If you want Moly exposure, this is a name you have to own, as it is a pure play. A disappointing 2008 clearly contributed partly to its production performance revisions. He is quite positive on Moly.

2008-10-21

PARTIAL BUY

12.430

Lyle Stein

Another intermediate base metal company that has suffered dramatically as the fear of decoupling has taken hold of the market. He believes that over the next 5 to 10 years we will still be short base metals for global growth. Well positioned. You can still afford to wait but this is not a bad entry point.

2008-09-09

BUY

16.100

Robert Floyd

It is coming to a point in time where you want to take a look at these companies. Thinks there will be a nice seasonal trade at a minimum.

2008-08-21

Comment

15.400

Very difficult to find cheap things in mining right now. If the world slows down a bit he doesn't want to own a commodity if it is coming off. Molybdenum seems to be holding in at the moment but he bought only a specific amount. He has a star/loss close to its present price.

2008-08-20

BUY

14.250

Just reported disappointing earnings. This is partly due to maintenance shutdowns. Also inventories of molybdenum are a little bit high. Currently, it looks quite reasonable. Most analysts are looking for earnings up to $3.25 over the next 2 years.

2008-08-14

PAST TOP PICK

16.800

(A Top Pick July 4/07. Down 16%.) Molybdenum prices are still going out but the stock is down. Cash flow hasn't changed and valuation is way better. Still a good Buy.

2008-07-08

BUY

17.590

Bill Carrigan

(Market Call Minute.) Has some support at its current level. Has been out of favour for a while, which gets him interested. Put in a stop.

2008-07-03

BUY

20.940

Steve Carlin

(Market Call Minute.) Likes molybdenum.

2008-06-03

BUY

21.080

Molybdenum producer. Good production profile. Just had a feasibility study on their Davidson deposit and will likely make a production decision this quarter or early next quarter.

2008-05-29

Comment

22.850

Norman Levine

Recent bad quarter was due to a mine they bought, which had to be reconfigured. Recovering now. Molybdenum prices have not been going through the roof like iron ore prices, which indicates there is a pretty good supply out there. He would favour iron ore right now.

2008-05-12

BUY

23.350

Paul Thornton

A significant player in the molybdenum space. Starting to recover now. Can see at recovering to $27 giving you a short-term trading opportunity.

2008-05-07

TOP PICK

21.390

Molybdenum. Used in stainless steel, which is increasingly in demand by Asia and there is not that much moly in the world. Has a new mine in British Columbia which will allow them to increase production rather radically. P. E. looks high when compared to the other companies in the base metal space but is growing much faster.

2008-04-22

BUY

19.670

Largest pure play molybdenum in North America. Have assets in Colorado, New York and B.C. Fully integrated with their own roaster in Pennsylvania. Likes the fundamentals of molybdenum, as there is no substitute for it. Sees supply/demand strength over the next few years. Likes this company, as there will be improvements operationally. Sees growth as they bring in the B.C. Davidson deposit.

2008-02-25

BUY

15.390

One of the better companies that allow you to play the molybdenum market. Has taken a terrible hit in the last 2 months. All base metals are down on concerns of the US economy, but other economies will pick up the slack. Thinks the metals are a long story.

2007-12-18

PAST TOP PICK

16.690