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Sherritt International Corp.

Stock Symbol: S-T

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

Last Price Recorded: 4.6600 on 2013-05-25 01:14:16

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Date Signal Expert Opinion Price
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
2012-11-05 COMMENT Randy LeClair

Bonds maturing in 8-10 years? Likes the 8-10 year term.

 Price:
$4.820
Subject:
FIXED INCOME
Bias:
BULLISH on PREFERRED SHARES
Owned:
No
2012-10-02 HOLD John Zechner

(Market Call Minute.) His least favourite among the metals.

 Price:
$4.890
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2012-09-24 DON'T BUY Peter Brieger

Once the new nickel mine in Madagascar gets going, it could change the outlook but it has been a long, tough struggle. When it is operating smoothly, he might have a look at this one. About 3% dividend yield.

 Price:
$4.880
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2012-09-21 COMMENT Bill Carrigan

He thinks the chart is showing a double bottom. The sector is good. Thinks it will do fine.

 Price:
$4.810
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2012-09-13 HOLD Joey Mack

2014 bond. Should caller get out of it. Guest was a part of the 2018 issue. He likes the company. Comfortable that company can mature the bond, if not call it earlier. It is definitely a hold.

 Price:
$4.710
Subject:
FIXED INCOME
Bias:
BULLISH on BONDS
Owned:
Unknown
2012-09-10 HOLD Irwin Michael, B.Com, MBA

Classic deep value play that no one likes. Nickel mill in Madagascar is the key part to watch. The sum of the parts is worth more than the whole so if it is every broken up you get more.

 Price:
$4.680
Subject:
VALUE
Bias:
SELECTIVE
Owned:
Unknown
2012-09-07 DON'T BUY Ross Healy

This company has never created value. He has followed the balance sheet and through the years there has been absolutely no growth. This is a stock that he would not touch.

 Price:
$4.440
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
No
2012-08-30 HOLD Lyle Stein

He gets paid 3.3% dividend while he waits but won't raise dividend because they are investing in Madagascar.  Is it worth holding?  It is one of his few pure plays.  Nickel.  Cuba is less and less of an issue once they get the Madagascar mine online.

 Price:
$4.330
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2012-08-30 WAIT John Stephenson

Sees good value but this is not a valuation issue but is really an issue of a couple of things. Stock primarily trades on nickel, which is fairly range bound. There is also geopolitical risk because it is located in Cuba. This makes it hard to see where the catalyst comes from to move it higher. When you see global PMI tick above 50 that will be the signal to back up the truck because the valuation is attractive.

 Price:
$4.330
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
No
2012-08-23 TOP PICK Paul Gardner, CFA

8% bond due November 15/18. This trades as a high yielder but the credit metrics has it is as an A low rated bond. Low leverage. Just finished their Madagascar project. Great management.

 Price:
$4.720
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
UNKNOWN
Owned:
Yes
2012-08-16 DON'T BUY Dennis Da Silva

Over diversified and some think it should be broken out into multiple companies.  He stayed out because he is not constructive on nickel.  Doesn’t like the diversification discount.  Market doesn’t like it for some reason.  Stay away because of the Nickel.

 Price:
$4.690
Subject:
CANADIAN RESOURCE
Bias:
UNKNOWN
Owned:
No
2012-08-10 COMMENT Bill Carrigan

Thinks it will find quite a bit of support here. Doesn't feel it will go any lower. There should be a recovery.

 Price:
$4.700
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2012-08-08 DON'T BUY Veronika Hirsch

Delivered reasonably good numbers given the environment.  She is not happy about he new mine in Madagascar and they could face all kinds of political pressure.  There is not that much economic wealth in Madagascar.  Political pressure has been all negative and will continue to be so.  It will all cost them money and there will be negative headlines.

 Price:
$4.630
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
No
2012-08-07 COMMENT David Baskin

Fairly cautious on this one.

 Price:
$4.550
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2012-08-03 BUY Michael Giordano

Very diverse (in Geography) resource company.  Stock is so beaten up lately.  They keep talking about creating shareholder value and it remains to be seen what that is but he remains a buyer.

 Price:
$4.490
Subject:
RESOURCE
Bias:
BULLISH on NATURAL GAS
Owned:
Unknown
2012-07-31 DON'T BUY Brian Acker, CA

Would not touch it.  It is trading so far below his last support lines that he can’t give any guidance.  Model price of $8.57, 93% upside but it is trading at such a discount to its balance sheet that he can’t recommend it.  A catalyst could be that they finally get rid of the mine in Cuba.

 Price:
$4.460
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2012-07-27 DON'T BUY David Cockfield Launched into a huge project in Madagascar with excellent partners. Feels it is too dominant in the actual future of the company. Political situation is, at best, uncertain. Until he can see the project is actually producing there is too much risk. 3.4% dividend.
 Price:
$4.450
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2012-07-06 DON'T BUY Jeff Parent B. Eng. FCSI Nothing is screaming “buy me“ in fundamentals. He would avoid a stock like this based on fundamentals. Technically, the downtrend seems to be bottoming out here. Could be a very miniature head and shoulders reversal. On the upside, best hopes would be $5.30 and downside could be another $.20 decline.
 Price:
$4.930
Subject:
TECHNICAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2012-07-04 TOP PICK Joey Mack 8% due Nov 15/18. This could almost be an investment grade company. Well run company giving you over 6% for 6 years.
 Price:
$5.120
Subject:
BONDS
Bias:
OPTIMISTIC
Owned:
Yes
2012-06-28 TOP PICK Paul Gardner, CFA 2018 8% bond. Is the most he will do in a bond. Execution risk is low. Debt to Cap is 32%, which is low. He also owns the stock.
 Price:
$4.840
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
SELECTIVE
Owned:
Yes
2012-06-22 TOP PICK Irwin Michael, B.Com, MBA NAV of around $8. Yield of 3.1% while you are waiting. Their big story is their new nickel mine that should be going into commercial production.
Price:
$4.910
Subject:
VALUE
Bias:
SELECTIVE
Owned:
Yes
2012-06-13 BUY Bill Harris, CFA His major position is in the bonds as it is a very solvent company. Stock yield is about 3% and the company makes about $.50 in earnings. Has a big growth nickel mine project in Madagascar. If you believe that nickel can go back to a relatively healthy environment with a nickel price of $10, this can become a $10 stock and you are getting a dividend while you wait. Have long-term fixed price, fixed volume thermal coal contracts in Western Canada but these prices have weakened. Have a lot of headwinds but they are making money and paying dividends.
 Price:
$4.900
Subject:
RESOURCE
Bias:
BULLISH on OIL
Owned:
Yes
2012-06-13 DON'T BUY John O'Connell, CFA This company was really riding on the Madagascar project and it seems to be working really well. The major risks for the business are over. This is a cyclical and it is too early to be getting involved with some of these mining stocks. Would prefer others.
 Price:
$4.900
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2012-06-08 DON'T BUY Veronika Hirsch Getting very close to starting production at their Madagascar mine. She is not a fan of nickel as the fundamentals are weaker than those of copper. She has never seen a nickel mine coming into production without serious issues.
 Price:
$5.050
Subject:
CANADIAN & ALTERNATIVE
Bias:
CAUTIOUS
Owned:
Unknown
2012-05-29 BUY Michael Sprung Are getting close to production in Madagascar. The political environment worried the market but S-T is known for operating well in these political environments. The valuation looks fairly compelling.
 Price:
$5.270
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2012-05-24 HOLD Douglas Kee Well-managed company with growing assets. Madagascar mine is close to being finished. Management is expecting nickel production within weeks.
 Price:
$5.280
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2012-05-22 TOP PICK Paul Gardner, CFA Bond 8% maturing 2018. This company still yields 6.5% even after their price went up. They are about to start the Madagascar operations. Great accretive managers. They look like an ‘A’ weighted bond. Cuban assets hold them back.
Price:
$5.230
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
DEFENSIVE
Owned:
Yes
2012-05-18 DON'T BUY Brian Acker, CA His model price is $9.56, an 82% upside. He would add caution on this one as he thinks the stock is a pretty high risk here. If it traded at about $8, he would think something is going on but, if it traded below $8 he would get out of the position. There are a lot of other stocks he would play before this one.
 Price:
$5.060
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2012-05-10 HOLD Bill Harris, CFA Owns both the bonds and the stock. Yield of 3% is a great deal. Hard for nickel to collapse at this point. Big project coming up in Madagascar should bring the stock got to $8-$9.
 Price:
$5.420
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2012-04-09 TOP PICK Bill Harris, CFA China is slowing, but at some point is going to stop. 3% yield. Stock is discounting that the global developed world is slowing. Expect there will be a bottom somewhere in the next 3 months. On a good day, it should be worth $9-$10.
 Price:
$5.290
Subject:
RESOURCE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2012-03-30 COMMENT Bruce Campbell A 3rd nickel, a 3rd oil and the 3rd coal. Has a big nickel project in Madagascar. The outlook for nickel is not as good as copper and a lot of its current assets are in Cuba so it trades at a bit of a discount. If they bring this new mine into production on budget, the stock should rally.
 Price:
$5.440
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2012-03-19 HOLD Michael Decter If they get Madagascar project to go it would be a buy
 Price:
$5.870
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on AGRICULTURE
Owned:
Unknown
2012-03-07 TOP PICK Bill Harris, CFA Bond 2018 8%. He is making money in the mining sector with this one. It is not a yield play. Believes they are solvent and they can capture the income stream. The market is coming around to the fact that they can capture the income from this one in a 1.5% interest rate environment.
 Price:
$5.470
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2012-03-07 PAST TOP PICK Bill Harris, CFA (Top Pick Mar 7/11, Down 34.44%) Ride out the next decade.
 Price:
$5.470
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2012-03-06 DON'T BUY David Burrows (Market Call Minute.) Basic materials. He would avoid this one.
 Price:
$5.380
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2012-02-28 PAST TOP PICK Prakash Hariharan (A Top Pick March 9/11. Up 6.1%.) Bond 8.25% Oct. 24/14. Not a bad holding for a bond investor because of catalysts that could come up due to their Madagascar project. The equity side also looks pretty good.
 Price:
$6.030
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 60 of 548 entries
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