List by Company Name |
List by Symbol |
Notes:60% coal, 30% Cuba in oils and nickel mines.
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
Price: $4.630 Subject: CANADIAN Bias: SELECTIVE Owned: No |
| 2012-08-07 | COMMENT | David Baskin |
Fairly cautious on this one. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
Price: $4.910 Subject: VALUE Bias: SELECTIVE Owned: Yes |