List by Company Name |
List by Symbol |
Notes:60% coal, 30% Cuba in oils and nickel mines.
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2012-02-24 | HOLD | Gavin Graham |
Started to have a revival in the last few months because it is a beneficiary of the belief that economic growth is coming back. They are not on the hook financially in the event the Madagascar project doesn't get built but they are 50% finished. CEO has retired after 20 years creating some uncertainty. Upside is probably very attractive. Tweet finance |
Price: $6.170 Subject: GLOBAL LARGE Bias: OPTIMISTIC Owned: No |
| 2012-02-01 | BUY | Mike S. Newton, CIM FCSI |
(Market Call Minute.) Have made quite a few management changes. Good resources and likes the property in Madagascar. Tweet finance |
Price: $6.370 Subject: NORTH AMERICAN & ETFs Bias: BULLISH Owned: Unknown |
| 2012-01-31 | COMMENT | David Baskin |
Problematic because of its Cuban connection and its resource base which is volatile. If Obama gets re-elected, he feels there will be an awakening of Cuban and US relations. Tweet finance |
Price: $6.330 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Unknown |
| 2012-01-20 | WEAK BUY | David Cockfield |
Liked the stock and what they were doing in Cuba and then along came Madagascar. A question mark from a political standpoint. They could start producing and so he is looking at it again. It’s not the kind of stock he buys in this king of environment. 6 months from now we will see how the commissioning goes. Tweet finance |
Price: $6.200 Subject: CANADIAN Bias: BULLISH Owned: Unknown |
| 2012-01-18 | PAST TOP PICK | Paul Gardner, CFA |
(A Top Pick Jan 18/11. Up 8%.) 7.75% bond due 2015. Yielding about 6%. Sold this one and bought a bond maturing in 2018. Tweet finance |
Price: $6.360 Subject: FIXED INCOME, LARGE CAP DIVIDENDS AND REITS Bias: BULLISH Owned: Unknown |
| 2012-01-09 | BUY | Joey Mack |
8% bond maturing Dec/18. Currently trading at a premium yielding 7%. Callable in Dec /17, a year early. This is attractive. If they weren't operating in Cuba and Madagascar are, this would be an investment-grade company. For risky investors only. Tweet finance |
Price: $6.150 Subject: FIXED INCOME Bias: UNKNOWN Owned: Yes |
| 2012-01-06 | COMMENT | Bill Carrigan |
Most of the base metal companies are performing rather well. The downtrend line on the stock has finally been broken. Tweet finance |
Price: $5.970 Subject: TECHNICAL ANALYSIS Bias: BULLISH Owned: Unknown |
| 2012-01-03 | COMMENT | Bruce Campbell |
(Market Call Minute.) Roughly a 3rd coal, 3rd oil and a 3rd nickel. He is hoping that the Madagascar project comes on stream and on budget in the next 3 to 6 months. If so, the stock is very cheap. Tweet finance |
Price: $5.870 Subject: CANADIAN LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2011-12-28 | DON'T BUY | John Zechner |
Everything in the metals sector is cheap right now. Thermal coal has not been strong. On the metals side, he would be more focused on copper and zinc. There are others he would prefer. Tweet finance |
Price: $5.250 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: Unknown |
| 2011-12-13 | TOP PICK | Bill Harris, CFA |
Bonds 8% 2018: Capture an 8% return with as little risk as possible. Have ring fenced Madagascar and Cuba plus fixed volume contracts of 15 to 20 years in Canada. Sherrit just has to stay solvent. Tweet finance |
Price: $5.290 Subject: RESOURCE Bias: BULLISH on COMMODITIES Owned: Yes |
| 2011-12-08 | COMMENT | John O'Connell, CFA |
Stock is trading where it is because of their big project in Madagascar. If they pull it off and it works and there is a resumption of decent economic growth, you are okay. Tweet finance |
Price: $5.450 Subject: NORTH AMERICAN - LARGE Bias: BEARISH Owned: Unknown |
| 2011-12-07 | COMMENT | Bruce Campbell |
Have a very large nickel project in Madagascar, which is to come on stream early in the new year. A laterite nickel project which is historically difficult. Market is not willing to believe they can handle it. If they are successful there will probably be a re-rating. Also trading at a discount because of their Cuban assets. Tweet finance |
Price: $5.620 Subject: CANADIAN LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Unknown |
| 2011-12-05 | TOP PICK | Paul Gardner, CFA |
8% bonds due 2017. Biggest project is in Madagascar where they had cost over runs. Because of its Cuban assets is rated a non-investment grade bond but with their fundamentals it should trade as an A low bond. Great managers. Tweet finance |
Price: $5.560 Subject: FIXED INCOME, LARGE CAP DIVIDENDS AND REITS Bias: OPTIMISTIC Owned: Yes |
| 2011-11-28 | BUY | Mike S. Newton, CIM FCSI |
90% of all thermal coal production in Canada. Working on a huge nickel project in Madagascar. Cuba accounts for about 20% of their overall revenue. At this price, it is probably a good entry-level. Tweet finance |
Price: $5.150 Subject: NORTH AMERICAN & ETFs Bias: DEFENSIVE Owned: Unknown |
| 2011-11-28 | DON'T BUY | Hank Cunningham |
8% bonds maturing in 2018? Market has always discounted this name because of the Cuban involvement. 5 of the 6 major underwriters in Canada won't touch them. Fairly solid balance sheet but is really not a fan of this credit and wouldn’t recommend them. Tweet finance |
Price: $5.150 Subject: FIXED INCOME Bias: CAUTIOUSLY OPTIMISTIC Owned: Unknown |