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Sherritt International Corp. Stock Symbol: S-T

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

Last Price Recorded: $3.1000 on 2014-10-01 01:14:09

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Date Signal Expert Opinion Price
2013-08-14 BUY Michael Giordano

Very cheap. Trading at about 40% below BV. Nice 4.3% dividend while you wait. Madagascar operation is up and rolling. The one risk is their Cuban operations which have a lot of investors gun shy. Trading at 3.7X cash flow.


Price:
$3.910
Subject:
RESOURCE
Bias:
BULLISH
Owned:
No
2013-08-07 PAST TOP PICK Paul Gardner, CFA

(A Top Pick August 23/12. 9%.) 8% bond due November 15/18. Doesn’t own this anymore but does own the stock. It’s all about their Madagascar mine that is going into production this year and next. Expect it’s a better play using the equity which trades at a discount to NAV. He could see a 25% upside in the stock.


Price:
$3.770
Subject:
DIVIDENDS, FIXED INCOME & REITs
Bias:
CAUTIOUS
Owned:
Yes
2013-07-29 COMMENT Hap (Robert) Sneddon FCSI

It dropped below the lows of 2012 and 2011.  Now that level will be resistance.  Every time this stock stands up it gets whacked back down. 


Price:
$4.220
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
2013-07-26 DON'T BUY Fabrice Taylor

Doesn’t know this particularly well but it is not a good time to be investing in commodities. China is going to slow down. They are going to buy a lot less of the things that companies like this produce. He would steer clear of any commodity stocks.


Price:
$4.280
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2013-07-23 BUY on WEAKNESS Bruce Campbell (1)

(Market Call Minute.) Nickel, coal and cobalt. Buy this one under $4.


Price:
$4.340
Subject:
CANADIAN LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2013-07-03 BUY Michael Giordano

Likes this. Trading at a ridiculous discount to what it’s worth. Part of this might be because it is located in Cuba. Brought on a restructuring expert to see what they could do to increase value. Well diversified and trading at a reduced valuation. Could see a 5 handle on this one in the next 6 months.


Price:
$3.930
Subject:
CANADIAN RESOURCE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
No
2013-07-02 PAST TOP PICK Paul Gardner, CFA

Bonds 11/15/2018 (Top Pick Jun 28/12, Up 10%)  Thinks this is all about trying to unlock value and Madagascar is almost done.  Now he is an S-T equity owner.


Price:
$3.960
Subject:
DIVIDENDS, FIXED INCOME & REITs
Bias:
SELECTIVE
Owned:
No
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
Showing 61 to 75 of 624 entries

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