List by Company Name |
List by Symbol |
Notes:60% coal, 30% Cuba in oils and nickel mines.
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 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 |
| 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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
Price: $5.290 Subject: RESOURCE Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |