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Sherritt International Corp.

Stock Symbol: S-T

Notes:60% coal, 30% Cuba in oils and nickel mines.

Last Price Recorded: 4.2500 on 2013-06-18 20:55:54

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Date Signal Expert Opinion Price
2013-06-13 PAST TOP PICK Irwin Michael, B.Com, MBA

(Top Pick Jun 22/12, Up 23.18%)

 Price:
$4.290
Subject:
VALUE
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2013-06-11 HOLD Bruce Campbell

(Market Call Minute.) You get paid to wait on this one. 3% yield. Could spin out the nickel side and create some value

 Price:
$4.300
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-06-11 COMMENT Christine Poole

Diversified industrial company including fertilizers, coal power, and currently have a big nickel project ramping up in Madagascar. Feels that people are waiting to see how that is going to turn out and what the costs are going to be. Nickel prices, along with a lot of the base metal prices, have not been going the right way.

 Price:
$4.300
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-06-03 COMMENT Ryan Bushell

One of his largest material holdings and he is very positive on it. Has a big project in Madagascar and management has stated that the project is on track. Unfortunately, nickel prices have been extremely weak. Doesn’t expect this will continue forever and this company is a lower cost producer so ultimately they will come out the other side and be in a good situation.

 Price:
$4.620
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2013-05-31 DON'T BUY Brian Acker, CA

This has been a dog for 20 years. Why do you look at this one. We are going to be in a bull market in the US and there are 2000 other companies. Why, why, why do people focus on crap? There is 65% upside to his model price, but this is a chronic under performer.

 Price:
$4.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US EQUITIES
Owned:
No
2013-05-29 HOLD Peter Brieger

Highly dependent on the price of nickel. As the price of nickel improves and their new mine starts to work out its kinks, it could be very interesting.

 Price:
$4.680
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-05-10 TOP PICK Bill Harris, CFA

Just sold his Sherritt bonds because they may restructure the company in a way that is not good for the bonds but is good for the stock.  The stock itself with almost 4% yield should give him 10% return. 

 Price:
$4.870
Subject:
RESOURCE
Bias:
DEFENSIVE
Owned:
Yes
2013-05-06 COMMENT Hank Cunningham

8% bond due Nov/18? This is a high yield (junk) bond and has suffered from the Cuba situation over its lifetime. Major underwriters in Canada avoid this company for that reason. He has no problem with this company.

 Price:
$4.740
Subject:
FIXED INCOME
Bias:
BEARISH on BONDS
Owned:
No
2013-04-16 DON'T BUY Colin Stewart

Thinks their Madagascar mine is close to running. Certainly not running at full capacity yet. Took on a lot of debt to get that nickel mine up and running. This company has always traded at a fairly low valuation multiple to its cash flow and some of that is because it is a bit of a hodgepodge. They have oil and gas assets, coal assets, nickel assets as well as its exposure to Cuba. Can be tricky for investors to figure out. At this point, their leveraged balance sheet is somewhat of a concern.

 Price:
$4.570
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
No
2013-04-09 DON'T BUY Christine Poole

(Market Call Minute.) Metal prices on nickel and cobalt as well as thermal coal are working against them right now and she would like to see how their new mine in Madagascar ramps up.

 Price:
$4.730
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-03-07 HOLD Jim Huang

Perpetually cheap as assets tend to be in political unstable places. Their new mine in Madagascar has had trouble getting up to speed. In the meantime they are burning cash and increasing their debt load.

 Price:
$5.110
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-03-05 PAST TOP PICK Bill Harris, CFA

(A Top Pick March 7/12. Up 14%.) 8% bond due 2018.

 Price:
$5.080
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
Unknown
2013-03-04 DON'T BUY John Stephenson

On the surface, this would seem to be a really great company with nickel operations in Madagascar coming on. It has a Cuban story that seems like it is ready for a turnaround. Fundamentally the stock is okay but he feels the problem is that it is unloved on the street. There is really no catalyst for the name.

 Price:
$5.110
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
Unknown
2013-03-01 COMMENT Irwin Michael, B.Com, MBA

Big nickel project in Madagascar is taking longer than expected. Now looks like it will probably be in the 2nd half. Increased the dividend. It’s a sum of the parts story. Once their nickel project gets into full production, they have the potential to split themselves up. Feels the sum of the parts is worth more than the whole. 3.3% dividend while you are waiting.

 Price:
$5.350
Subject:
VALUE
Bias:
SELECTIVE
Owned:
Yes
2013-02-28 BUY Paul Harris, CFA

Owns stock and bonds.  Bonds outperformed stock.  It is a viable company.  You are dealing with coal and nickel prices.  He thinks it is worth $9-$10 from a net asset value point of view.  Have some very good assets.  Are undervalued because of assets in Cuba.  Pays a nice dividend and increased last quarter even though they missed their numbers.  It is cheap at these levels.  Thinks it will go higher

 Price:
$5.350
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Yes
2013-02-20 BUY on WEAKNESS Don Vialoux

Nickel has a seasonality that is very similar to copper, from November right through until May. Nickel prices have been going higher over the last 6 weeks. This stock has been responding to higher nickel prices. Has come off a little bit recently on weakness in the mining sector in general. Have a major project which is coming into production. The key is if they can bring the project on at a reasonable cost. Watch the resistance level at around $6. Forming a base pattern which indicates a stock is getting close to a short-term bottom.

 Price:
$5.330
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2013-02-19 COMMENT David Baskin

(Market Call Minute.) Have their big Madagascar mine as well as Cuba. He’ll feel better when Fidel Castro dies because he thinks this will open the door for the Americans to make up with Cuba.

 Price:
$5.540
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-02-08 BUY Rick Stuchberry

(Market Call Minute) Owns some competitors.  Good space and based on Asian play.

 Price:
$5.690
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULL on GLOBAL GROWTH
Owned:
No
2013-01-30 BUY Bruce Campbell

Has coal and oil, but essentially a nickel play.  Mine is not 100% producing yet.  3% yield.  If you believe China growth is real, this is not a bad place.  Quite cheap. 

 Price:
$5.820
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-01-21 BUY Paul Gardner, CFA

[Caller asked if Dividend stocks under $10 are ok].  It depends how many shares are out there.  He has S-T, which is a best in class management team.  Their balance sheet is incredibly conservative.  Just finished Madagascar mine and did it at a sane cost.  Now they are executing and there is a change for a dividend increase.  It is not about the $10 but about the actual company.

 Price:
$5.860
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Yes
2013-01-04 COMMENT Keith Richards

Formed a base and then had a breakout followed by a nice run up. Probably due for a little pull back. Next breakout target would be just under $7.  (He owns their bonds but not the stocks.)

 Price:
$6.100
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on FOREIGN
Owned:
Yes
2013-01-02 COMMENT Michael Decter

Interesting and very adventurous company. Very active in Cuba and now very active in Madagascar, developing a very big deposit. Pretty good entry point but the problem with big mining projects globally is that sometimes they run into cost overruns. Doesn’t know if they will be able to get the Madagascar project done on time and on budget. Great track record. Before investing, do some homework by going to the website, reading the last couple of quarters and seeing if they are on track on that project.

 Price:
$5.910
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2012-12-20 BUY David Baskin

Next big catalyst for this company will be when Fidel Castro dies because US and Cuban relations will thaw tremendously. Pays a pretty good dividend. Their bonds also have pretty good yields on them. A bit speculative, but pretty solid.

 Price:
$5.760
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2012-12-17 DON'T BUY James Telfser

2.9% yield.  Comes on his radar often because it is extremely cheap and the dividend is relatively safe.  It can be extremely volatile and so he stays away from these names.  If volatility goes down it should do well next year.

 Price:
$5.350
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2012-11-27 PAST TOP PICK Paul Gardner, CFA

(A Top Pick Nov 16/11. Up 14%.) 8% bonds. Fantastic assets. Low amount of risk.

 Price:
$4.950
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
UNKNOWN
Owned:
Yes
2012-11-21 SPECULATIVE BUY Michael Sprung

Selling at deep value right now.  People are looking for the mine in Madagascar to either make it or break it.  Some people would argue the area is not as politically stable as in North America.  They still have other operations.  It could be a reasonable buy here but it is more speculative.  You could stand to make significant capital gains over the next couple of years.

 Price:
$4.970
Subject:
CANADIAN LARGE
Bias:
BEARISH
Owned:
No
2012-11-16 TOP PICK Irwin Michael, B.Com, MBA

Madagascar.  On last conference call CEO was emphatic that commercial production in q1 next year company is able to split up company.  3.75% dividend.  You could get an inquisitor that wants to cut it up. 6-12 months hold.

 Price:
$4.740
Subject:
VALUE
Bias:
OPTIMISTIC
Owned:
Yes
2012-11-12 TOP PICK Gavin Graham

Madagascar nickel mine is up and running.  Thermal coal is their largest asset, though.  3.6% yield and BBB rated.  Assumes Nickel will stabilize. 

 Price:
$4.790
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH on EMERGING MARKETS
Owned:
Yes
2012-11-05 SPECULATIVE BUY Larry Berman CFA, CMT, CTA

If there are problems related to politics that's a big negative always. But China is slowing, so stocks like this will stay weak for most of next year other than trading rallies.

 Price:
$4.820
Subject:
N/A
Bias:
BEARISH on US ECONOMY
Owned:
Unknown
2012-11-05 TOP PICK Bill Harris, CFA

(Top Pick Nov 22/11, Up 14.60%) If China recovers, the nickel market will go up. Stock could go up 50% in a year.

 Price:
$4.820
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 30 of 554 entries
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