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Notes:60% coal, 30% Cuba in oils and nickel mines.
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
Price: $4.680 Subject: VALUE Bias: SELECTIVE Owned: Unknown |