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This site compiles comments that experts make about stocks while on public TV shows.

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Andrew Cook of Marquest Asset Management Inc.
Brookfield Place 181 Bay Street
Suite 2340, PO Box 858,
Toronto ON
M5J 2T3
416-777-7350
Andrew Cook's website
Toll Free: 1-877-777-1541
Fax: 416.777.7362
mailto:funds@marquest.ca

Opinions from Andrew Cook

TOP PICKIthaca Energy Inc.IAE-X1.390An oil producer in the North Sea. Great production profile. Ability to triple production over the next 3 or 4 years. No debt. Also have some exploration upside. On a valuation basis, they are trading at about half their peers.2010-01-20
TOP PICKMBAC Fertilizer Corp.MBC-T2.900Agricultural company focused in Brazil. Has a phosphate deposit, which is expected to come Into production over the next few years. Also looking at other opportunities. Brazil is going to have to import fertilizer, so there is a cost advantage of producing in Brazil.2010-01-20
TOP PICKDelphi Energy Corp.DEE-T2.000About 80% production is natural gas with about a 15% production growth. Also have a pretty strong drilling program over the next year. Also have some light oil exposure.2010-01-20
PAST TOP PICKVero Energy Inc.VRO-T6.650(A Top Pick Apr 4/09. Up 66%.) Just sold his holdings. Was getting overbought on a technical basis. Would buy again on weakness. About 80% natural gas and also has a Cardium oil play that is getting a lot of attention.2010-01-20
PAST TOP PICKUranium One Inc.UUU-T3.520(A Top Pick Apr 4/09. Up 6.7%.) Sold last year because of noises being made about how they got title to some of their properties in Kazakhstan. On his short list now and still considering.2010-01-20
PAST TOP PICKCathedral Energy Services Income TrustCET-T5.800(A Top Pick Apr 4/09. Up 22.1%.) Do a lot of horizontal drilling and businesses going quite well for them.2010-01-20
BUYPaladin ResourcesPDN-T3.800Likes uranium but doesn't own a lot at the moment. Thinks it's setting up very nicely for the next 1 to 2 years. This one has a good growth production going forward. Have had a few stumbles while ramping up production but not unexpected.2010-01-20
BUYMagIndustries Corp.MAA-T0.520Primary asset is potash deposit in the Congo. Working on a deal with Sino Hydro to take a stake. The value for the project is extremely low and should have a lot of upside in it. If this deal is not done, another one will be.2010-01-20
BUYQuesterre EnergyQEC-T3.780Good management. Primary asset is their land holdings in Quebec lowlands. A shale gas play, extremely prospective. Partnered with Talisman (TLM-T). He is positive on natural gas.2010-01-20
BUYSherritt International Corp.S-T6.710Likes their coal and nickel exposure and are well positioned to benefit from the economic recovery.2010-01-20
BUYCanadian Quantum Energy Corp.CQM-X1.330Has exposure to the shale gas play in the Quebec lowlands. Has a good shot to go back to its all-time high.2010-01-20
BUY on WEAKNESSGran Tierra Energy Inc.GTE-T5.340Oil/gas producer focused in Colombia. Has had a really good run so probably has to go through a period of consolidation. Have significant upside from drilling later this year. Wait for it to consolidate before buying.2010-01-20
BUYPrecision Drilling Corp.PD.UN-T9.500Likes the oil/gas service sector and this is the largest public company. Sector has been ignored but with the pickup in natural gas this is a great way to play the resurgence.2010-01-20
BUY on WEAKNESSFortuna Silver MinesFVI-T2.640Silver producer in Mexico. Really good production profile going forward. With higher production combined with higher prices, cash flows can be quite significant. Currently overbought.2010-01-20
BUYA Comment -- General Comments From an ExpertA Commentary0.020Silver. Should go higher over the next few years. Currently positioned to outperform gold. With the economy continuing to accelerate, industrial commodities are going to be the beneficiary.2010-01-20
CommentEncana CorpECA-T35.390Thinks this will do quite well over the next 2 to 3 years. Prefers the smaller caps, which will give more opportunity.2010-01-20
WATCHSan Gold CorporationSGR-X3.650Has been one of the great stories over the last few years. Their gold deposit keeps getting bigger and bigger with great grades and looks like it will continue to get bigger. He anticipates a rise in the US$ and expects gold will go sideways to down for the next few months.2010-01-20
PARTIAL BUYVentana Gold CorpVEN-T7.290Overhang on this stock is a land dispute in Colombia. Once this gets reconciled, stock should go a lot higher. Recommended buying this in stages.2010-01-20
BUYThompson Creek MetalsTCM-T14.660Molybdenum 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 on WEAKNESSTaseko Mines Ltd.TKO-T5.470Copper and molybdenum exposure. A little overbought but on a pullback of 10%-15% he would start accumulating.2010-01-20
BUYBreakwater ResourcesBWR-T0.495Zinc producer and tends to be the “go to” name. Favourably disposed to zinc over the next few years.2010-01-20
BUYFarallon ResourcesFAN-T0.600Emerging Zinc producer. Favourably disposed to zinc over the next few years.2010-01-20
BUY on WEAKNESSEnergold Drilling Corp.EGD-X2.610Designed and developed a little portable mining drill that can get into tight areas. Likes it quite a bit but is a little overbought on the daily charts. Wait for a pullback.2010-01-20
CommentA Comment -- General Comments From an ExpertA Commentary0.020Likes Natural gas. A plentiful commodity, but it is in the ground and you have to get it out and it needs a high enough price to convince producers to get it out. Inventories have been coming down significantly. Suspects that over the next 6 months or so gas will go to $7 and even $8-$9 if it gets overdone.2010-01-20
BUYGalleon Energy Inc.GO-T5.460Has been a bit of a laggard but thinks that energy over the first 6 months is poised to outperform. Sees oil in the $70-$90 range and all natural gas producers will benefit.2010-01-20
BUYIteration EnergyITX-T1.260Saw an analyst increase estimates for the first time in 2 or 3 years. Doesn't have as much issue on their debt as everybody thinks. Poised to move significantly higher. On his short list.2010-01-20
BUYTalisman EnergyTLM-T18.840(Market Call Minute.) Likes their strategy of focusing on unconventional gas plays in North America and their whole asset program globally.2010-01-20
BUYHudbay Minerals Inc.HBM-T13.980(Market Call Minute.) Metals and mining sector should do reasonably well.2010-01-20
BUY on WEAKNESSCanacol Energy Ltd.CNE-X0.710(Market Call Minute.) Colombian-based oil/gas. Have significant exploration upside along with some production growth. Had a good run so by on a pullback.2010-01-20
DON'T BUYTeck Resources Ltd. (B)TCK.B-T41.470(Market Call Minute.) Had a good run. Would look for other opportunities.2010-01-20
BUY on WEAKNESSA Comment -- General Comments From an ExpertA Commentary0.020Precious metals. Have had a good run and expects they may pull back but suspects we are in a period of out performance so would add on any pullbacks.2009-11-30
BUYLake Shore GoldLSG-T4.050Recently merged with West Timmins. The area is becoming very hot. Did a great job defining and developing their resource. A lot of smaller nearby plays are going to get a lot of attention as the structure extends quite a ways.2009-11-30
BUYBreakwater ResourcesBWR-T0.340Best way to play a recovery in zinc prices. Pretty reasonable production profile. Debt is under control.2009-11-30
BUY on WEAKNESSGran Tierra Energy Inc.GTE-T6.010Oil/gas producer in Colombia where there is resurgence. Has a lot of prospect of the day from here. Would like a 10%-15% lower.2009-11-30
HOLDCrescent Point Energy CorpCPG-T39.530Have a lot of resource plays including the Bakken. Recently made an acquisition to expand their land holdings. Have a lot of low risk development production growth. Good risk/reward.2009-11-30
BUY on WEAKNESSPetroBakken EnergyPBN-T30.130Spin-off from Petrobank (PBG-T) and then did a merger. Lot of fanfare so wouldn't be surprised to see a bit of a pullback. Light oil exposure and great economics from the Bakken play makes it a market darling. Couple of resource gas plays in northeastern BC could be a wildcard down the road.2009-11-30
HOLDEncana CorpECA-T56.570Splitting their oil and gas assets into 2 separate companies. If you own, continue to hold as the split will allow each section to be properly valued and give a higher value. Could also be takeout targets.2009-11-30
BUYSan Gold CorporationSGR-X3.780Just had a 52.2-ounce drill hole pulled out. Huge ore body that keeps getting bigger and are finding new associated regions. Significant growth ahead of them.2009-11-30
BUYGalleon Energy Inc.GO-T4.650About 60% natural gas and 40% light oil. Operate in the Peace River Arch in Alberta along with gas exposure in North-East BC. A recovery in gas prices will drive the stock forward.2009-11-30
BUYDetour GoldDGC-T16.380Midsize gold development story that is a takeover target.2009-11-30
HOLDCrew Energy Inc.CR-T11.870Very strong management that did a very good job of transitioning from exploration/development into more resource focused. Good, tight natural gas and light oil play in southern Alberta. Great land position.2009-11-30
BUYPetrobank Energy and ResourcesPBG-T50.300Majority ownership of 2 publicly traded companies, Petrominerales (PMG-T) oil/gas producer in Colombia and Petrobakken (PBN-T) light oil in Saskatchewan. Also have oil operations in Western Canada as well as their Thai technology. Thai could be a game changer if their pilot projects are successful.2009-11-30
TOP PICKAlange Energy CorpALE-X0.495Small, growing Colombian oil/gas producer. Acquired some assets of which some are low risk that will generate cash flow to fund some higher risks/high reward explorations. Hopefully will be able to triple production.2009-11-30
TOP PICKEastern PlatinumLtd.ELR-T0.930South African platinum producer. Have been ramping up production. Have a number of other properties that can increase their production profile going forward. Good coverage to weigh to play platinum recovery.2009-11-30
TOP PICKIthaca Energy Inc.IAE-X0.910North Sea oil producer. No debt. Have the ability to triple production over the next several years. Extremely cheap at 2X next year's cash flow. Looking for 30%-50% upside over the next year.2009-11-30
PAST TOP PICKVero Energy Inc.VRO-T3.730(A Top Pick April 24/09. Down 4.5%.) Still a Buy.2009-11-30
PAST TOP PICKCathedral Energy Services Income TrustCET-T4.080(A Top Pick April 24/09. Down 13.84%.) Still a Buy.2009-11-30
BUYKeegan ResourcesKGN-T7.220Gold development in Africa. Growing resource quite significantly and will be a strong takeover target.2009-11-30
TOP PICKBreakwater ResourcesBWR-T0.350Zinc has been strong and expects it to continue. This one provides the best leverage. Had a good run and has now pulled back nicely. Have the capacity to expand production. Have a mill in Quebec that can be brought on very quickly with very little capital.2009-10-28
TOP PICKAlange Energy CorpALE-X0.580Colombian focused oil/gas producer. Secured a number of different reserves and, with newer technology, should be able to grow production significantly.2009-10-28
TOP PICKUranium Participation Corp.U-T7.010Uranium bottomed last October and has been basically basing since then. From a long-term perspective, fundamentals are still very strong. They just hold uranium so there are not operational risks.2009-10-28
PAST TOP PICKVero Energy Inc.VRO-T3.870(A Top Pick Apr 24/09. Down 3.8%.) Natural gas producer. Great asset base. Will be doing a fair amount of drilling activity over the next 6 months.2009-10-28
PAST TOP PICKUranium One Inc.UUU-T3.020(A Top Pick Apr 24/09. Down 12.1%.) After this had been picked, there was an investigation into how they acquired a number of their assets. Still a bit of a cloud hanging over the company. (See Top Picks.)2009-10-28
PAST TOP PICKCathedral Energy Services Income TrustCET-T4.140(A Top Pick Apr 24/09. Down 9%.) Still likes this one. Oil/gas sector has raised a lot of money and some of this will go into drilling.2009-10-28
CommentA Comment -- General Comments From an ExpertA Commentary0.020Natural gas. Over the next 6 to 12 months he is looking for a good move out of these stocks with gas prices being moderately higher. Looking for lower inventories and the spring partly because of seasonality but also because of stronger demand.2009-10-28
BUYPaladin ResourcesPDN-T4.150Uranium. This would be his choice of producing companies.2009-10-28
WATCHConsolidated Thompson Iron Mines Ltd.CLM-T4.820A good way to play on the demand for steel. In the short term he would be a little cautious because it has had a good move and may be forming a range for a while before going higher.2009-10-28
CommentSherritt International Corp.S-T6.800Has been a leader off the bottom. Could be some more downside but with the commodities they are involved in there is a lot more upside in the next 1 to 2 years.2009-10-28
HOLDUTS EnergyUTS-T2.100Have a share in the Fort Hills oil sands project. With capital a little more unavailable, the stock has opened up. A takeover offer was rejected.2009-10-28
BUY on WEAKNESSQuesterre EnergyQEC-T2.310Have a number of producing assets out West that gives them cash flow. Market is focused on their shale play in Quebec lowlands. They may have to do some financing to bring production on. Would consider at $2.2009-10-28
BUY on WEAKNESSBarrick GoldABX-T37.040Would buy on weakness. Low $30's would be really nice.2009-10-28
BUYSan Gold CorporationSGR-X2.500Mid-tier producer but are also expanding the size of their resource. Had another significant drill hole, which opened a new zone.2009-10-28
BUYMagIndustries Corp.MAA-T0.600Hasn't been doing very much for the last 6 months. Market is waiting for the signing of an agreement to invest by Sino Hydro out of China, which should allow them to do some debt financing to get their potash project up and running over the next couple of years.2009-10-28
BUYActive Control TechnologyACT-X0.085New management has refocused the company a little and probably need a little bit of capital to help drive sales going forward in getting the product installed. There is significant demand.2009-10-28
PARTIAL BUYCanadian Oil Sands TrustCOS.UN-T30.170Start accumulating (33%) and when it goes down another 10%-15% accumulate more. Just raised their distribution.2009-10-28
BUY on WEAKNESSGalleon Energy Inc.GO-T5.300Oil/gas producer. Likes their Western Canada asset base. Thinks energy is poised for out performance in the next 6 months or so.2009-10-28
PARTIAL BUYThompson Creek MetalsTCM-T10.830Molybdenum, 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
BUY on WEAKNESSAmerigo ResourcesARG-T0.690Molybdenum and copper. When the market stops correcting in about 2 to 4 weeks you should be able to find a very attractive entry point. ($0.64)2009-10-28
BUYFNX Mining CompanyFNX-T9.560Likes their nickel and copper exposure. 2010 will be a significant year for them in ramping up their production.2009-10-28
BUYCrescent Point Energy CorpCPG-T37.100Light oil producer with a lot of exposure to the Bakken play in Saskatchewan and will be significantly higher. 7.3% dividend.2009-10-28
BUYTalisman EnergyTLM-T18.550Energy sector is poised for a relative out performance once the market finds its feet. This is a very good way to play this.2009-10-28
BUYFarallon ResourcesFAN-T0.445An emerging zinc producer. Thinks zinc will continue to be strong. There are very few ways to play zinc and this is a good way.2009-10-28
BUYSemafo IncSMF-T3.210Gold in West Africa. No significant political risk. Good, strong production profile. In the next 6 to 12 months he expects a higher gold price.2009-10-28
BUYCrowflight MineralsCML-T0.210Emerging nickel producer. Once it starts to attract attention, it has significant room to grow and could possibly see double over the next 12 months.2009-10-28
CommentTeck Resources Ltd. (B)TCK.B-T30.720After the current pullback, the resource sector is going to lead coming out of the correction. A good place to have some money.2009-10-28
BUYQuadra Mining LtdQUA-T14.170(Market Call Minute.) Copper producer. Has a great production profile. Have another asset that is not in production yet.2009-10-28
BUYGreystar Resources LtdGSL-T4.300(Market Call Minute.) Colombia. A lot of chatter about it being a takeover.2009-10-28
BUYEncana CorpECA-T59.740(Market Call Minute.) Going to split their oil and gas portions, which will be very positive for the stock.2009-10-28
BUY on WEAKNESSMercator Minerals Ltd.ML-T2.360(Market Call Minute.) Copper/molybdenum producer.2009-10-28
TOP PICKAugusta ResourceAZC-T2.050Copper and molybdenum project in Arizona. Not in production but is moving forward. Did some financing that allows them to continue. Could be a takeout at some point. Trading at a significant discount from a valuation perspective.2009-08-20
TOP PICKMega Uranium LimitedMGA-T1.180Bullish on uranium. Not in production but is in development. Doesn't require a lot of capital to bring it into production. Low operating costs. Could be a takeout candidate.2009-08-20
TOP PICKCrowflight MineralsCML-T0.220Emerging nickel producer. Just started commercial production of the mine in the last couple of months. Could be a candidate for consolidation.2009-08-20
PAST TOP PICKOilexco IncOIL-X0.145(A Top Pick July 2/08. Down 99.89%.) Couldn't raise their needed money. When he saw the stock is breaking down, he sold.2009-08-20
PAST TOP PICKQuadra Mining LtdQUA-T11.280(A Top Pick July 2/08. Down 45.2%.) Small copper producer. There is a lot of leverage to the rising price of copper. Still some significant upside left.2009-08-20
PAST TOP PICKGoldcorp IncG-T38.400(A Top Pick July 2/08. Down 16.7%.) A good, safe way to play a rise in the price of gold.2009-08-20
BUYQuesterre EnergyQEC-T1.670Primary asset is their shale play in the Quebec low lands. Partnered with Forrest Oil (FST-N) and Talisman (TLM-T). Talisman is expected to do a few wells this fall, which should create some interesting news. Market is extremely negative on natural gas but he is expecting commodity prices to rise including natural gas.2009-08-20
BUYWestern Potash Corp.WPX-X0.480Expecting more consolidation in potash and this would be a candidate. Expect you will get a significant return from this.2009-08-20
BUYNew Gold Inc.NGD-T4.000Merged with Western Gold Fields, which gives them a reasonable growing production profile. Could be a good vehicle for making further acquisitions.2009-08-20
BUYMercator Minerals Ltd.ML-T2.540Copper/molybdenum producer in Arizona. Currently undergoing an expansion to increase the volumes in both commodities over the next few years.2009-08-20
BUYWest Timmins Mining IncWTM-T2.460Lots of room to go on this company. Had some great drill results and looks like they have a significant resource that could get significantly larger. Partnered with Lake Shore Gold (LSG-T). Lake Shore is actually producing at the moment so this would be a more conservative way to play it.2009-08-20
HOLDCapstone Mining Corp.CS-T2.960Had a good run so good consolidate over the next 3 months but expects it will go higher over the next year or two.2009-08-20
BUYBreakwater ResourcesBWR-T0.270Zinc producer. Not too many ways to play zinc and this is probably the best way to play it. Reasonably valued. As prices recover, there is the potential for them to bring back on their closed mines, which could add to their production profile going forward.2009-08-20
BUYSan Gold CorporationSGR-X2.750Good management and the Hinge Zone is very exciting and attracting a lot of attention. He is somewhat neutral on gold over the next year or so but this company stands out in their ability to drive their production profile.2009-08-20
CommentNovaGold Resources IncNG-T3.950Gold has an upward bias but he is neutral on it over the next year or so. Regarding this company, there are better places to put your money but if you are really a bull on gold, this will provide higher leverage because of their projects.2009-08-20
PARTIAL BUYGrande Cache Coal Corp.GCE-T3.890Has been a significant rebound on metallurgical coal prices but suspects it will be higher a year from now. It may need to go into a period of consolidation. If you are going to buy consider doing it in stages.2009-08-20
BUYTaseko Mines Ltd.TKO-T2.700Copper producer. Their new Prosperity mine has the ability to add significantly to the production total.2009-08-20
BUYFNX Mining CompanyFNX-T9.210Nickel/copper producer in Sudbury Ontario. Just raised some money and may be looking for acquisitions. Bringing on new deposits in 2010, which should generate significant production.2009-08-20
BUYEldorado GoldELD-T11.640Production profile looks quite strong. Likes this one.2009-08-20
BUYDenison Mines CorpDML-T1.700Prefers the smaller plays in uranium and this is a good one.2009-08-20
CommentCameco CorporationCCO-T31.090Good, easy, liquid way for people to play uranium but you won't get the beta/torque that you would from some of the smaller names.2009-08-20

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