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Peter Hodson of Sprott Asset Management
Royal Bank Plaza, South Tower, 200 Bay Street
PO Box 27
Toronto ON
M5J 2J1
416 362 7172
Peter Hodson's website
Toll Free: 888 362 7172
invest@sprott.com

Opinions from Peter Hodson

PAST TOP PICKLegacy Oil + Gas Inc.LEG-T11.620(A Top Pick Aug 6/09. Up 11.89%.) Has a great play. $1,500 billion Market Cap right now and it looks pretty good.2010-07-22
TOP PICKDelcath SystemsDCTH-Q7.430Liver cancer treatment. They isolate the liver and then pump more chemo to kill cancer cells. Survivor rate has gone from 4 to 23 months. Market potential is about 5-6 billion globally. Stock dropped when a scientist said it wouldn't work but FDA protocol showed results were significant.2010-07-22
TOP PICKCanaco ResourcesCAN-X1.550Gold. Came out with some fantastic drill results in Tanzania, 37 m with 12.5 g. Looks like they are going to have 3 million ounces ultimately. Open pit and low CapX.2010-07-22
TOP PICKParex Resources Inc.PXT-X4.850Oil/gas in Colombia. Just announced that one of their wells hit 500 barrels a day and could be 2500 a day. Great Management.2010-07-22
BUYGrande Cache Coal Corp.GCE-T5.720Good company. Operating update last week was pretty good. Great leverage to the world's steel markets.2010-07-22
DON'T BUYD-Box Technologies (A)DBO.A-X0.390They have a $10,000 theatre seat that will rumble when the dinosaur walks by. They sell these seats in theatres at a premium price. Can't see this as a huge market.2010-07-22
WATCHStake TechnologySOY-T5.070Health food. Was a growth by acquisition and they bought everything they could in the organic sector but it didn't work out so well. Looks like they have turned it around so now is the time to pay more attention to it.2010-07-22
CommentThompson Creek MetalsTCM-T9.490Stock 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
PAST TOP PICKGravity Co. Ltd.GRVY-Q1.540(A Top Pick Aug 6/09. Down 11.04%.) Sold his holdings.2010-07-22
PAST TOP PICKWest Timmins Mining IncWTM-T3.010(A Top Pick Aug 6/09. Up 35.59%.) Company was acquired.2010-07-22
CommentSan Gold CorporationSGR-X3.830Nice company. Properties in Manitoba. Drilling results have been very strong. Did a very big issue 4-5 days ago that they had to reduce from $130 million $80 million indicating the market did not want to come up with the larger amount. Short-term the stock is not going anywhere but long-term it's a rock solid company.2010-07-22
DON'T BUY01 Communique LaboratoryONE-T1.160In a patent dispute with Citrix (CTXS-Q), which looks like it is going their way but the same thing happen to him or five years ago when one of the judges derailed the whole process. Now back on track, but Citrix has a lot of firepower and money so they can delay it. Long, drawn out process.2010-07-22
BUYCML Healthcare Income FundCLC.UN-T9.850Great little company for income. Good distribution and are an oligopoly in Ontario. However expanded outside of Ontario, which didn't go as well. If you're worried about the economy, lab-testing business is about as rock solid as you can get.2010-07-22
CommentPetrominerales Ltd.PMG-T30.000Market is not rewarding companies that are doing well because of what might happen in the future. This company has done nothing but create great, great results and beat expectations but the stock is not doing much. Stock price will go up $10-$15 in a good market.2010-07-22
BUYOsisko Exploration Ltd.OSK-T11.830Have done everything perfectly. The mine is almost ready to go. Good takeout candidate at a higher price level.2010-07-22
CommentWestport InnovationsWPT-T19.690Has been very strong in a weak market. Doing a lot of things right. The trend is your friend on this one.2010-07-22
BUYEldorado GoldELD-T16.670Growth profile is spectacular. This one has always had a premium multiple and their production growth profile has to catch up to the premium multiple.2010-07-22
DON'T BUYDryshipsDRYS-Q4.280Exposure to global market, a better play than just the US market, but was close to bankruptcy and the board got nervous and started issuing new issue after new issue. Not completely out of the woods yet and wouldn't be surprised if they issued more stock. Would prefer something like Frontline (FRO-N) with a 9.5% yield or Ship Finance (SFL-N) with a 7.4% yield.2010-07-22
WATCHBioExx Specialty Proteins Ltd.BXI-T1.940Doing a cold process to crush canola to extract protein. Was concerned when they announced a 2nd facility before the 1st was working. It now looks like things are working pretty well. Margins they could earn are quite substantial.2010-07-22
CommentCrew Energy Inc.CR-T16.800Well managed. Growth rate has been phenomenal. Very tied into a couple of hot gas plays. Could be a takeover candidate someday. If gas does well it probably has $1-$2 more upside pretty easily.2010-07-22
BUYLegacy Oil + Gas Inc.LEG-T13.360Management came in and has done nothing but exceed guidance since then. One of his favourite oil/gas names. Great name.2010-03-30
CommentWavefront Energy & Environment ServicesWEE-X2.330Technology to increase reservoir oil production. Recently got a big contract. Now basically is when does the next big contract come in? Technology has proven itself and pays for itself in a very short period of time.2010-03-30
BUYPine Tree Capital Ltd.PNP-T1.820Like a little mini mutual fund of small-cap resource companies. Track record has been pretty good. If you believe in the small-cap space, this is a pretty good investment.2010-03-30
BUYIthaca Energy Inc.IAE-X2.040Great balance sheet and strong management. Prospects and acreage are very good. As appetite for risk increases in the market, stock will do very well. (Optimistic on the economy for this year but not forecasting beyond 12 months.)2010-03-30
BUYSensio Technologies Inc.SIO-X2.670Compression technology used in 3-D technology. Stock went over $4 but with hype on 3-D technology and a competitor it had a big hiccup but is now working its way back. 3-D is here to stay, as it is more cost-effective. Studios love it because they can charge more.2010-03-30
BUYColossus Minerals Inc.CSI-T6.990Gold. Just announced a new deal to get additional acreage surrounding their property. Has everything going for it.2010-03-30
BUYActivision BlizzardATVI-Q12.030Premier company in games. Earnings, valuation and balance sheet have been solid but about a month ago they decided to put in their 1st dividend. In his experience, the best companies to buy are the ones that return money to shareholders. Very cheap and okay growth.2010-03-30
CommentIvanhoe MinesIVN-T17.320Just above its 1997 IPO price. Expect it will be a takeover company in the next 18 months.2010-03-30
CommentWestern Canadian Coal Corp.WTN-T6.160Iron ore prices have just gone up over 90%. With the steel industry back on fire, the whole derivative trade on steel is coming back so iron ore and coal are doing very well. Doesn't like to see expansion so he would be a little careful this year.2010-03-30
DON'T BUYSTEC Inc.STEC-Q12.060Hard drive memory systems. Has been a disaster in terms of expectations. They had the lead product and massive orders, no debt and lots of cash and then it fell apart when an insider sold a big block. Competition is taking away all their market.2010-03-30
TOP PICKPareto Corp.PTO-T1.660Direct marketing company. In-store promotions and direct mail campaigns. One customer is Aeroplan. He is more interested in valuation. Pays a 6% dividend and trades at about 6X next year's earnings. In the past 1.5 years, they started a dividend, raised the dividend, paid a special dividend, paid another special dividend and bought back a third of the company.2010-03-30
TOP PICKPetrominerales Ltd.PMG-T34.100A true growth company. Average 4th quarter daily production from oil in Colombia was 22,000 and is currently 55,000. Their wells are so prolific that they are unhooking pipelines from old wells that are not producing enough. Great management. Will ultimately sell the company.2010-03-30
TOP PICKDHX MediaDHX-T1.480Production company doing TV shows and pre-finance 85% of the production costs and then sell international. Have 2300 hours of library content and is primarily children's programming, which is international and basically timeless. Content can also be converted to 3-D so likes the potential.2010-03-30
PAST TOP PICKCorriente ResourcesCTQ-T8.180(A Top Pick April 30/09. Up 10.75%.) Sold his holdings as it was a target for a takeover bid.2010-03-30
PAST TOP PICKCryptologicCRY-T3.920(A Top Pick April 30/09. Down 49.89%.) Sold his holdings.2010-03-30
PAST TOP PICKComputer Modeling Group LtdCMG-T17.000(A Top Pick April 30/09. Up 67.01%.)2010-03-30
TOP PICKDragonWave Inc.DWI-T11.810Telecom provider for backhauls. Clearwater is one of their biggest customers in this customer provided about 800% growth in the last quarter. Trading at about 12X earnings and have $100 million in cash with no debt.2010-02-04
TOP PICKMicron TechnologyMU-Q8.610Market cap of $7 billion, have almost $2 billion in cash and they cash flow almost $400 million a quarter and trading at only 9X earnings.2010-02-04
PAST TOP PICKVerenex Energy Inc.VNX-T7.290(A Top Pick Feb 12/09. Down 8.42%.) Acquired and he sold out on the first bid of $10 so had a gain of 25.6%.2010-02-04
TOP PICKOpen TextOTC-T46.980Have $250 million+ in cash and growing at 47% a year. Just destroyed their guidance. Trading at only 11X earnings. Licensing revenue is strong.2010-02-04
CommentA Comment -- General Comments From an ExpertA Commentary0.020Small caps. You don't need to own these right now, as a lot of the large caps are just as cheap. Have been through the problems and generated earnings and cash flow and have lots of cash and are very cheap.2010-02-04
DON'T BUYConsolidated Thompson Iron Mines Ltd.CLM-T7.250Likes the company but it's one of those that if you are wrong on global recovery, it will be impacted quite severely.2010-02-04
DON'T BUYSensio Technologies Inc.SIO-X2.000Compression technology, which allows 3-D transmissions to be sent on 2-D television. Rio-D (?) started making a lot of noise claiming they had the technology, which concerned the market. Traction is great but they have to build in the revenues.2010-02-04
SELLAgnico-Eagle MinesAEM-T54.050Very expensive compared to some of the other companies that are producing. There are better ones to choose from.2010-02-04
CommentWestern Canadian Coal Corp.WTN-T3.210A little bit suspicious as when the stock was above $9-$10, they had 2 approaches to take the company over and it went way down and is now recovering. Not his preferred coal stock. Solid operations and decent balance sheet but it still doesn't continue on an upsurge, it's not going to go anywhere.2010-02-04
BUYOsisko Exploration Ltd.OSK-T7.960Thinks this one will be taken over. Building a mine in Quebec that Goldcorp (G-T) took a position in for 13%. Mine is progressing well.2010-02-04
WATCHMega BloksMB-T0.600Toy company that had great success made an acquisition and went bankrupt. Did a massive share issue to recapitalize. At least now they're going to survive. Good company, good products. Very speculative.2010-02-04
CommentA Comment -- General Comments From an ExpertA Commentary0.020US$ and Gold? Right now it is popular to bet against the US$. But it's the only place to go when you are scared. Over 5-10 years, the structure of the US the dollar will continue to go down. Short term it will bounce all over the place.2010-02-04
BUYBellatrix Exploration Ltd.BXE-T4.000New management team got the company involved in some of the hot areas in western Canada. Exceeded production guidance and upped it. There has been a takeover in the space that makes them look very cheap on a relative basis. Doing everything right.2010-02-04
DON'T BUYCymat CorpCYM-T0.210Metal foam technology. Have an application where they can put it into armoured vehicles for blast disbursement. Also have some small deals on the architectural side. In this environment he doesn't think people will be paying a whole lot of attention to it.2010-02-04
DON'T BUYLargo Resources Ltd.LGO-X0.205Had a great vanadium deposit and believed they could make $1 a share once they were up and running. Didn't work out and they did some dilutive financing and he sold his position. Has had a good recovery again but you need global growth.2010-02-04
DON'T BUYGold Wheaton GoldGLW-T0.265Company just set up a 1 for 10 consolidation. Signed a deal with First Uranium (FIU-T), which has a gold mine in South Africa that is having pretty serious production problems so they may delay the expansion. Any further delay and First Uranium owes this company $42 million. First Uranium have put themselves up for sale, which is really killed this company because of the uncertainty.2010-02-04
PAST TOP PICKCorriente ResourcesCTQ-T8.490(A Top Pick Feb 12/09. Up 82.8%.) Being acquired.2010-02-04
PAST TOP PICKKinross GoldK-T17.540(A Top Pick Feb 12/09. Down 25.73%.) Sold his holdings because of better opportunities elsewhere.2010-02-04
STRONG BUYResearch In MotionRIM-T70.960Lots of cash and trading at 15X earnings ex the cash. Massive growth potential.2010-02-04
TOP PICKKeegan ResourcesKGN-T6.250Gold explorer in Africa. In the middle of a hot belt of gold fields. Based on recent metallurgical work and discoveries to date, NAV is about $12. Thinks the company will be taken over.2009-11-16
TOP PICKSensio Technologies Inc.SIO-X2.310Compression technology that allows 3-D transmissions to be sent on 2-D television screens but their big opportunity in the short term is gaming. Their technology is not the standard yet but there is a very good chance that it will be.2009-11-16
TOP PICKGran Tierra Energy Inc.GTE-T5.640Oil exploration in Colombia. $156 million in cash and no debt. Produce 13,000 barrels equivalent of oil and are going on a massive exploration program next year.2009-11-16
BUYIamgold CorpIMG-T19.700Had been the whipping boy in the sector but have turned things around and one of the leading “go to” names in the gold sector.2009-11-16
BUYQuesterre EnergyQEC-T2.550Has always been a good name with great prospects. Well run. Great huge potential in Quebec shale.2009-11-16
BUYFirst Solar Inc.FSLR-Q123.410Still the leader in solar energy and the lowest cost producer. Long-term it will continue to do exceptionally well. Trading at 16X earnings. Huge leverage to a rising equity market. Volatile.2009-11-16
DON'T BUYMagma Energy CorpMXY-T1.840Geothermal energy. Management team is excellent but he is a little sceptical of the whole geothermal space. Too early to compare companies.2009-11-16
HOLDCanacol Energy Ltd.CNE-X0.355Exploration in South America and have had some good success. Management team looks pretty good.2009-11-16
HOLDGrande Cache Coal Corp.GCE-T4.140Chinese steel demand is increasing so coal is going higher. Clean balance sheet and had some good production. He prefers the bigger US companies such as Walter Energy (WLT-N) because of better liquidity.2009-11-16
BUYBioExx Specialty Proteins Ltd.BXI-T2.080Extraction of proteins from canola. Revenues aren't quite there yet and technology is not really proven on a mass scale yet so you have to be a little bit careful. Have to wait about 1 year for the revenues to get some traction. Speculative.2009-11-16
PARTIAL SELLMedicago IncMDG-T0.740Has a swine flu derivative play. Had a huge run and still doesn't have the institutional support so if we got into a weak market it could get hit. If you own consider taking some profits.2009-11-16
PAST TOP PICKKinross GoldK-T20.680(A Top Pick Nov 7/08. Up 38%.) Still owns a little but has shifted down to more reliable gold companies. Earnings report was not very good. Likes it for the leverage to gold.2009-11-16
PAST TOP PICKA-Power Energy Generation Systems Ltd.APWR-Q11.580(A Top Pick Nov 7/08. Up 105%.) Chinese alternative energy play. Their customers need access to credit and on any sort of credit hiccup again it will go down. Sold his holdings.2009-11-16
PAST TOP PICKHBP Global Gold Bull+ E.T.F.HGU-T15.170(A Top Pick Nov 7/08. Up 140%.) Global Gold Bull+ ETF. Back in November about the only thing you can count on was that gold was going higher.2009-11-16
SELLTimminco Ltd.TIM-T1.630Used to like this company a lot but doesn’t like it all now. Failed to meet expectations, kept running out of money and giving away shares to solve their pre-payment problems.2009-11-16
HOLDWavefront Energy & Environment ServicesWEE-X2.230Increasing stimulation and getting more oil out of reservoirs. Had some good contracts and the stock has been getting a lot of attention and it could be a big winner as they prove things out.2009-11-16
CommentMagIndustries Corp.MAA-T0.580Got hit when the financing market closed out last year but they‘ve turned it around for the most part. Worst is over. Too risky for his portfolio.2009-11-16
BUYSan Gold CorporationSGR-X3.270Finally are in a cash flow situation and finding exceptional results with the drill. Decent take-out target.2009-11-16
BUYThompson Creek MetalsTCM-T12.720Molybdenum 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
WAITCymat CorpCYM-T0.265Aluminum foam. A big potential application is the military for blast displacement. Talking to the army and have a small contract. Also some architectural work in Europe to displace bomb blasts. Still early stages. He would like more revenues and contracts.2009-11-16
CommentTitan Medical Inc.TMD-X0.430Robotic surgery. Intuitive Surgical (ISRG-Q) has a monopoly. This company thinks they have a better system. Have to go through FDA procedures. If it works they’ll be able to share the giant market. Have a long road ahead of them. 2009-11-16
DON'T BUYConnacher Oil and GasCLL-T0.980Thinks there will be more M & A activity in the oil sands space. Prefers UTS (UTS-T) and its management team, which is a better play.2009-11-16
CommentWestport InnovationsWPT-T13.000Manufactures natural gas vehicles. Just signed a deal with Volvo, which is pretty important for them. He always had a problem because they always seemed to be raising money. Now getting traction on deals and revenues and stars are starting to line up. Could be a takeover target in a couple of years.2009-11-16
CommentResverlogix Corp.RVX-T2.580(Market Call Minute.)Reversing of bad cholesterol in clinical studies. A little early for him but has potential. Speculative.2009-11-16
BUYLegacy Oil + Gas Inc.LEG-T1.610(Market Call Minute.) Loves the management team. Just put together their company. Give them some time.2009-11-16
SELLShore Gold Inc.SGF-T0.770(Market Call Minute.) Diamonds in Saskatchewan. Not a big fan of diamonds.2009-11-16
BUYCentamin EgyptCEE-T2.400(Market Call Minute.) Fabulous takeover target. Have done an exceptional job of meeting expectations.2009-11-16
BUYUranium One Inc.UUU-T3.560(Market Call Minute.) Uranium is coming back pretty strong.2009-11-16
SELLAir Canada (B)AC.B-T1.340(Market Call Minute.) Doesn’t like airlines.2009-11-16
TOP PICKLegacy Oil + Gas Inc.LEG-T2.050Management team from 3 different companies that parachuted in with their own money. They are now the 4th biggest independent player in the Bakkens. Well financed.2009-08-06
TOP PICKWest Timmins Mining IncWTM-T2.220Recently hit 83 metres of 12 3/4 grams per ton gold, which is one of the 5 best holes in Canada over the past 50 years. If they can get those grades lower down and expand their resources, it is going to be a massive opportunity. They are smack dab in the middle of the Timmins Camp. Think they will get taken over before they find more gold.2009-08-06
TOP PICKGravity Co. Ltd.GRVY-Q1.630Online developer of games. Trading below its cash value yet is going to earn $.20 or $.25 a share this year. New management team is turning it around.2009-08-06
PAST TOP PICKAntrim EnergyAEN-T0.670(A Top Pick Aug 27/08. Down 74.53%.) All the North Sea players fell out of bed when Oilexco collapsed but this one is a survivor and is still in business. Leverage to the upside for oil is still very big. If you believe in oil, the leverage will be quite substantial.2009-08-06
PAST TOP PICKElgin Mining Inc.ELG-T0.300(A Top Pick Aug 27/08. Down 71.43%.) Coal companies had a huge run-up last year and then fell apart. Announced some strategic reviews going forward. Other coal companies have done very well but this has been left behind but gives you some potential if people start noticing. Hold.2009-08-06
PAST TOP PICKFuqi International Inc.FUQI-Q27.390(A Top Pick Aug 27/08. Up 165.53%.) 4th largest jewellery company in China. A classic example of a growth company that is finally getting noticed. Just reported and EPS is up 90%, sales up 100%, no debt, about $5 a share in cash and trades at a forward multiple of about 13X earnings if you exclude the cash.2009-08-06
CommentA Comment -- General Comments From an ExpertA Commentary0.020Small Caps. They will do okay as long as you are careful and stick with quality companies that are debt free. Overall economic backdrop is still a little mixed but investors en masse have decided the worst is over.2009-08-06
CommentResverlogix Corp.RVX-T2.790Only process that can reverse a cholesterol situation. A lot of big pharmas are looking at the name. Looks pretty attractive at this level. This is at phase 2 and he prefers buying after phase 3.2009-08-06
BUYNoront Resources Ltd.NOT-X2.470Have some good indications that the zones go deeper than before and the grades are pretty good. New management team and getting good support and is getting noticed.2009-08-06
CommentEldorado GoldELD-T11.780Great assets, great management and great growth potential. Expect they might do an equity issue in the not-too-distant future, which is a bit of an overhang to the stock.2009-08-06
DON'T BUYQuesterre EnergyQEC-T1.480One of the names that will require capital to get to the next level to get into massive production. When you overlay that with poor natural gas prices you have to wonder where the upside is going to be. Likes the company and management.2009-08-06
CommentA Comment -- General Comments From an ExpertA Commentary0.020Natural gas. Expects it will double over the next 12 months. Once companies have stopped drilling for a period of time, poor prices are self-fulfilling problem that disappears.2009-08-06
HOLDCorriente ResourcesCTQ-T6.670Has been for sale for 8 months. Generally in the market, slow news is bad news. Doesn't know if something is wrong here but all the other copper names have gone up more than this one.2009-08-06
DON'T BUYVerenex Energy Inc.VNX-T6.700Libyan government has said they want first right of refusal and they'll take the asset but not at the price they want. Good asset but the government has shown they're going to mess it up.2009-08-06
DON'T BUYAbsolute Software Corp.ABT-T5.850Likes the company but not happy with the economy in terms of computer sales. Partners seem to be struggling a little bit. Good technology. In a true bull market, it could triple or quadruple.2009-08-06
BUYGran Tierra Energy Inc.GTE-T4.090One of the best names in Colombia in terms of oil and risk parameters. Great production profile and are sitting on $150 million in cash with no debt.2009-08-06

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