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| Allan Jacobs of Sprott Asset Management Inc. |
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| TOP PICK | Home Capital Group | HCG-T | 43.630 | Non-prime mortgage lending market. Have had ROE of over 20% 20 years in a row. EPS has grown 25% per annum compound. Trading at only 8X this year's earnings. Also pays a dividend. | 2011-09-27 | ||
| Comment | Lake Shore Gold | LSG-T | 1.520 | Gold in northern Ontario. Had quite a few problems and operating costs are quite high. Looking quite interesting, because despite its problems, it has several million ounces in resource. | 2011-09-27 | ||
| PAST TOP PICK | Com Dev International Ltd. | CDV-T | 1.600 | (A Top Pick Nov 24/09. Down 55.92%.) Sold his holdings in early 2010. | 2011-09-27 | ||
| TOP PICK | Delphi Energy Corp. | DEE-T | 1.760 | Gas producer with some liquids. Gas is a tough market, but liquids does help a lot. Costs are very low. Have several properties that have much higher net backs than others. Huge inventory of wells to drill. Cheap. | 2011-09-27 | ||
| BUY | Glentel Inc. | GLN-T | 17.340 | Great "growth at a reasonable price" (GARP) company. Year-to-date, earnings are up about 60%. Very big in smart phone sales. Made a US acquisition of a Verizon retailer. Trading about 12X this year's earnings. Pays a dividend. | 2011-09-27 | ||
| HOLD | Premier Gold Mines | PG-T | 5.160 | Has been hammered recently. Very good company and very good management and are in very good projects. | 2011-09-27 | ||
| BUY | Open Range Energy Corp. | ONR-T | 9.400 | Spinning off their oilfield services company. Gas company will be in 2 parts. Will be paying a dividend of $1.08. Buying this, you get the gas business for free. | 2011-09-27 | ||
| DON'T BUY | BioExx Specialty Proteins Ltd. | BXI-T | 0.360 | Extract high-value proteins from canola. Have had a lot of start-up problems and also had to raise money at $1 a share. Prefers buying stocks that have no problems. | 2011-09-27 | ||
| PAST TOP PICK | Angle Energy Inc | NGL-T | 6.830 | (A Top Pick Nov 24/09. Up 8.76%.) | 2011-09-27 | ||
| DON'T BUY | Avalon Rare Metals Inc. | AVL-T | 3.410 | Rare earths in Northwest territories. A bit Expensive. Cap X is very high. There are always a lot of questions about the metallurgy of a lot of rare earth companies. | 2011-09-27 | ||
| BUY | Canacol Energy Ltd. | CNE-T | 0.680 | Just announced reserves are up 60%-70%. Have about $.60 a share in cash. Supposed to cash flow about $.25 next year. Very cheap. | 2011-09-27 | ||
| PAST TOP PICK | Avion Gold | AVR-T | 2.060 | (A Top Pick Nov 24/09. Up 381.82%.) Still likes. | 2011-09-27 | ||
| BUY | Orbite Aluminae | ORT-T | 1.960 | Have a patented process to make high-grade alumina from clays in Québec. There is huge demand for alumina both from aluminum producers and for high purity alumina.. Has its risks. No sales or earnings yet. They keep moving forward and it is an interesting company. | 2011-09-27 | ||
| TOP PICK | Galane Gold Ltd. | GG-X | 0.950 | bought gold assets in Botswana from Iamgold (IMG-T). Was fairly high cost at $900 an ounce but negotiated a good price. Will earn its share price in less than 2 years. In production with 50,000 ounces a year. 6-7 year reserve life with a lot of exploration potential. Extremely cheap. | 2011-09-27 | ||
| DON'T BUY | Lake Shore Gold | LSG-T | 4.060 | Very good gold company. Acquired West Timmins. Sold his holdings because he thought stock had gone up a lot and it may be a little ahead of itself. | 2009-11-24 | ||
| TOP PICK | Com Dev International Ltd. | CDV-T | 3.630 | Manufactures space hardware subsystems. World leader in the commercial market for communications satellites. Business is growing and backlog is improving. Winning quite a few new contracts. Also have a system for tracking ships. Expecting a number of government contracts, both US and Canada. | 2009-11-24 | ||
| HOLD | Farallon Resources | FAN-T(dead) | 0.445 | Zinc with several by-products in Mexico. Low cash cost because of all the by-products. Start-up hasn't been too bad. Trading at about 3X next year's cash flow. On his radar screen. | 2009-11-24 | ||
| PAST TOP PICK | Glentel Inc. | GLN-T | 14.450 | (A Top Pick Sept 10/09. Up 4.19%.) | 2009-11-24 | ||
| BUY | Osisko Exploration Ltd. | OSK-T | 8.030 | Very large gold reserve and resource in Quebec. Recently raised a ton of money so is pretty well cashed up to develop the mine. Possible takeover target. | 2009-11-24 | ||
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| PARTIAL BUY | Dynasty Metals & Mining Inc. | DMM-T | 6.060 | 3 projects in Ecuador, which has been a very tough place for mining to start. Pretty sure this is the first gold company that has started production. Extremely cheap because of location. Could reach 250,000 ounces a year in 3 years. Trades at about 3X next year's cash flow. Wouldn't put all your money in this. | 2009-11-24 | ||
| BUY | Alliance Grain Traders Inc. | AGT-T | 26.500 | Lentils. Well managed. Recently made a big acquisition in Turkey. Very high growth. | 2009-11-24 | ||
| DON'T BUY | GLG Life Tech | GLG-T | 8.470 | Markets a natural sweetener. Fairly big in Asia but small in North America. Sales and earnings are growing quite nicely. Had a couple of hiccups and is ahead of itself. Trading at about 30X next year's earnings and about 13X next year's EBITDA. Also sensitive to a higher Cdn$. | 2009-11-24 | ||
| HOLD | Coastal Energy | CEN-T | 5.150 | Producing about 10,000 barrels a day. Located offshore Thailand. Have an exploration target their drilling that could be very prospective. Trading at about 3X CASH flow. | 2009-11-24 | ||
| TOP PICK | Angle Energy Inc | NGL-T | 6.050 | Oil/gas and mainly gas with a lot of liquids producer in Western Canada. Excellent management. Very low findings/operating costs. Got hit when natural gas tanked. Will be using horizontal drilling. 2 big resource potentials, 1 in gas and 1 in oil. Recently made an acquisition. | 2009-11-24 | ||
| PAST TOP PICK | Canacol Energy Ltd. | CNE-T | 0.335 | (A Top Pick Sept 10/09. No change.) | 2009-11-24 | ||
| PAST TOP PICK | Seacliff Construction Corp. | SDC-T (Dead) | 10.890 | (A Top Pick Sept 10/09. Up 27.14%.) Just did an acquisition, which will grow their earnings by 30%. | 2009-11-24 | ||
| BUY | Sensio Technologies Inc. | SIO-X | 2.870 | Has a patent to enable 3-D technology to work in consumer electronics such as games, TV sets, consoles, etc. Have good relationships with several manufacturers. Expect the stock to be a lot higher in 6-12 months. | 2009-11-24 | ||
| TOP PICK | Avion Gold | AVR-T | 0.440 | Started in Mali with a gold mine and will do about 50,000 ounces this year with a run rate of about 85,000-90,000 ounces. Trades at about .6X asset value and about 3X next year's cash flow. Huge exploration potential. | 2009-11-24 | ||
| Comment | Gennum | GND-T | 4.210 | In the old days it was a hearing aid company that did very well. Now they have semiconductor products for video and data com markets. Have been hard hit as a mini semiconductor company and earnings are way down. Good balance sheet and the business is stabilizing. | 2009-09-10 | ||
| BUY | Semafo Inc | SMF-T | 2.800 | 3 gold mines in western Africa. Fairly cheap. Trades at a fairly low multiple. Growing its production and has reasonable cash costs. | 2009-09-10 | ||
| BUY | Wi-Lan Inc. | WIN-T | 2.200 | Have been signing more and more patent licensees. Very good management. Cheap stock. | 2009-09-10 | ||
| Comment | Lake Shore Gold | LSG-T | 3.090 | Had some joint ventures with West Timmins Mining (WTM-T) and came up with some interesting discoveries. They now want to acquire West Timmins Mining. Has had a good run. | 2009-09-10 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Natural gas. Bullish on gas. Production has been falling by about 30% from existing wells and there is not much drilling because of the low price. Price could double or triple in 1 or 2 years and some stocks are starting to reflect this. Likes low cost gas such as in the Montney. Likes and owns Orleans Energy (OEX-T), Monterey Exploration (MXL-T), Fairborne Energy (FEL-T), Vero Energy (VRO-T) and Insignia Energy (ISN-T). | 2009-09-10 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Small-cap tech stocks. There are a lot of good things to buy and it is very bottom-up driven. He owns Mosaid (MSD-T), CGI (?) and Wi-Lan (WIN-T). | 2009-09-10 | ||
| TOP PICK | Glentel Inc. | GLN-T | 14.300 | 2-way wireless radios. Wireless Wave is there large retail division and they also sell to Costco. Doing extremely well because of the iPhone, smart phone, Blackberries. Trades at a single digit PE multiple. 2.5% yield. Could be a takeover. | 2009-09-10 | ||
| Comment | Norsemont Mining | NOM-T (Dead) | 2.160 | Big copper project in Peru. About 3 years away from production. Coming out with a feasibility study within the next month. Could be a takeover target. | 2009-09-10 | ||
| Comment | Chariot Resources Ltd. | CHD-T (Dead) | 0.370 | Big copper project in Peru. About 3 years away from production. Just came out of a proxy battle, which management won but got the message to try and realize full value and sell the Lundin’s Group 18%. Need $600 million and are very dependent on the price of copper. | 2009-09-10 | ||
| Comment | Centamin Egypt | CEE-T | 1.730 | Very big gold resource and reserve in Egypt. About 13 million ounces and the finding costs are very low. Going into production and stock price is reflecting this. Good management. May be slightly ahead of itself but at $1000 gold it may be OK value. | 2009-09-10 | ||
| TOP PICK | Canacol Energy Ltd. | CNE-T | 0.340 | Colombian and Brazilian oil producer at about 2000 barrels a day. Should triple that in about 6 months. Very low valuation relative to NAV. Less than 3X next year's cash flow. Have 10% interest in a big heavy oil discovery with the other 90% owned by Chinese. | 2009-09-10 | ||
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| TOP PICK | Seacliff Construction Corp. | SDC-T (Dead) | 8.700 | General and electrical contractor in western Canada. Have about $5 a share in cash and are earning about $1 a share. Lowell multiple of 8 or 9 times. Can make highly accretive acquisitions with their cash. Primarily institutional work, which means many government and municipal works. Infrastructure spending will benefit them. | 2009-09-10 | ||
| TOP PICK | Le Chateau Inc. (A) | CTU.A-T | 13.600 | Specialty retail clothing. Earnings were up 34% last year. Very flexible and can quickly handle changes in the marketplace. Yield of 4.6%. Pretty safe stock with upside. | 2008-08-27 | ||
| BUY | Sterling Resources | SLG-X | 2.260 | Gas exploration primarily in the UK. Likes the company a lot. This is not a great market for exploration companies. Strong believer in this company. | 2008-08-27 | ||
| BUY | Fairborne Energy Ltd. | FEL-T | 13.700 | Natural gas. Was trading at 4 or 5 times current cash flow and then they had the very prospective Nordegg resource play and recently had excellent results from the first horizontal well. Stock went up about 20%. This well alone has the prospects of being worth the current stock price. Trading at about 5.5X current cash flow. | 2008-08-27 | ||
| BUY | Vero Energy Inc. | VRO-T | 9.790 | A steady grower through the drill bit. Has done extremely well during high and low gas prices. | 2008-08-27 | ||
| BUY | Western Gold Fields | WGI-T | 1.780 | Like most small cap gold stocks it has under performed pretty significantly. In the US, which is good. Had a production shortfall, which they are improving in the 3rd quarter. Low grade and one mine company but he likes it. Very experienced management. Traits that very little multiples. | 2008-08-27 | ||
| BUY | Questerre Energy | QEC-T | 3.050 | In the gas shale play in Quebec with Talisman (TLM-T) and Forest Oil (FST-N). Huge potential upside but not much downside protection. | 2008-08-27 | ||
| WEAK BUY | Sabretooth Energy Ltd. | SAB-T | 1.990 | Basically oil/gas producer that it was going to sell most of its production and focus on the Montney region where they have very large properties and some very interesting high potential areas. Unfortunately they haven't sold as much as they wanted to. If things work out this is going to be a huge winner. | 2008-08-27 | ||
| BUY | Largo Resources Ltd. | LGO-X | 0.450 | Highly prospective and very large vanadium resource in Brazil. Likes the company but they are going to have to raise a fair amount of money through equity and debt. Tough market for mining exploration and development. Vanadium prices are very strong and thinks it will stay that way. Very modestly valued. Could be a takeover prospect. | 2008-08-27 | ||
| TOP PICK | Cal-Maine Foods Inc. | CALM-Q | 40.280 | Egg prices have gone up very substantially in the US because of fewer hens per cage. Company has had huge earnings growth. Trading at 6X trailing earnings. Pays about a 5% dividend yield. Extremely good value. | 2008-08-27 | ||
| Comment | Thermal Energy International Inc. | TMG-X | 0.275 | Concept stock. Provides equipment for big energy users to be able to use the waste energy and cut energy costs. Somewhat risky. Opportunities are huge. Just signed a $20 million contract a month or two ago. | 2008-08-27 | ||
| TOP PICK | Home Capital Group | HCG-T | 42.000 | Company has grown 36% a year over the last 13 years and the multiple has gone up. It is a great company. It is an alternative lending company.Their loan losses are low. Gradually getting into lower risk commercial mortgages. Bought around 35. | 2007-10-30 | ||
| WEAK BUY | Wi-Lan Inc. | WIN-T | 3.800 | He has a small position in this stock. He thinks it is okay but wouldn't have a huge chunk in it. He likes it but doesn't love it. It is a good company and they like the management, but the stock is volatile. | 2007-10-30 | ||
| HOLD | Oilexco Inc | OIL-X | 17.240 | They like this company at Sprott. They have had great exploration in the North Sea and their production is growing. It is inexpensive. Stock will be a pretty good winner a year up. | 2007-10-30 | ||
| BUY | Yamana Gold Inc. | YRI-T | 14.240 | Yamana is kind of a big cap right now. It is pretty good. It is a gold and copper player. Production in gold is growing very quickly. Believes it will do very well. | 2007-10-30 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | He is diversified in all sectors, not heavily weighted in one area. | 2007-10-30 | ||
| HOLD | Falcon Oil & Gas | FO-X | 0.570 | He has followed this stock since it was at 30 cents. The company has been struggling and spending a lot of money. It is a high risk and high potential company. Recommends to continue to hold if you own. | 2007-10-30 | ||
| BUY | Roca Mines | ROK-X | 3.840 | He believes it is a pretty good and pretty cheap. He is bullish on the price of moly. He likes the company a lot. He bought it at 3.20 or 3.30. | 2007-10-30 | ||
| TOP PICK | Blue Note Mining | BNT-X | 0.560 | Blue Note Mining is a penny stock. It is a zinc and lead mining producer. It is a significant producer. At current prices of lead they should be extremely profitable. They like it a lot. Bought it at 55 cents. | 2007-10-30 | ||
| HOLD | Timminco Ltd. | TIM-T (De-Liste | 16.000 | They like this company a lot at Sprott. They are the second biggest holder and have 17% of the company. They started buying at a dollar. Timminco has high purity silicon and quite a few contracts. Things look good for them and solar power. Good value. | 2007-10-30 | ||
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| VAGUE | Pacific Stratus Energy Limited | PSE-T | 13.900 | He has followed this since $3. He does own some. It is a very volatile stock now. Management is good. It is suitable but it is dependable on exploration success. | 2007-10-30 | ||
| TOP PICK | Peerless Energy Inc. | PRY.A-T | 5.200 | Just bought it at 4.80. It is an oil and gas company, primarily oil. It has had 100% drilling success. Royalty rights are still low on the new wells. Evaluation is low. It has pretty good value. | 2007-10-30 |
