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Sherritt International Corp. Stock Symbol: S-T

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

Last Price Recorded: 4.3600 on 2014-07-22 01:14:14

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Date Signal Expert Opinion Price
2013-06-28 COMMENT Benj Gallander

Are we somewhere near the bottom on basic commodities? Not sure where the bottom is on commodities. This has been a pretty well managed company for a long time. They have a certain advantage because of their Cuban operations and now bringing the Madagascar operations on line. Doesn’t follow this company really closely but finds it very intriguing the way they operate. Debt levels put him off a little bit.


Price:
$3.900
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
No
2013-06-25 SELL Brian Acker, CA

It is a chronic underperformer.  Certainly he would sell the position, maybe on a bounce.  There are other great investments to put your money in.  Dividend is safe for at least a little while.  There is something wrong with their balance sheet.


Price:
$4.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2013-06-20 WATCH Mohsin Bashir

Risks associated with assets in Cuba.  Won’t go up until commodities go up.  80% more volatile than TSX. 


Price:
$4.140
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Unknown
2013-06-13 PAST TOP PICK Irwin Michael, B.Com, MBA

(Top Pick Jun 22/12, Up 23.18%)


Price:
$4.290
Subject:
VALUE
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2013-06-11 HOLD Bruce Campbell (1)

(Market Call Minute.) You get paid to wait on this one. 3% yield. Could spin out the nickel side and create some value


Price:
$4.300
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-06-11 COMMENT Christine Poole

Diversified industrial company including fertilizers, coal power, and currently have a big nickel project ramping up in Madagascar. Feels that people are waiting to see how that is going to turn out and what the costs are going to be. Nickel prices, along with a lot of the base metal prices, have not been going the right way.


Price:
$4.300
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-06-03 COMMENT Ryan Bushell

One of his largest material holdings and he is very positive on it. Has a big project in Madagascar and management has stated that the project is on track. Unfortunately, nickel prices have been extremely weak. Doesn’t expect this will continue forever and this company is a lower cost producer so ultimately they will come out the other side and be in a good situation.


Price:
$4.620
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2013-05-31 DON'T BUY Brian Acker, CA

This has been a dog for 20 years. Why do you look at this one. We are going to be in a bull market in the US and there are 2000 other companies. Why, why, why do people focus on crap? There is 65% upside to his model price, but this is a chronic under performer.


Price:
$4.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US EQUITIES
Owned:
No
2013-05-29 HOLD Peter Brieger

Highly dependent on the price of nickel. As the price of nickel improves and their new mine starts to work out its kinks, it could be very interesting.


Price:
$4.680
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
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
Showing 61 to 75 of 617 entries

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