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Teck Resources Ltd. (B) Stock Symbol: TCK.B-T

Notes:zinc

Last Price Recorded: $15.4100 on 2014-12-20

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Date Signal Expert Opinion Price
2014-12-17 COMMENT David Baskin

In all of the commodities they produce, the prices have gone down, particularly for coal. The question is, is the dividend of 6.25% sustainable with commodity prices this low. When you see a company with a yield of over 5%, the market is probably telling you that the dividend is not sustainable. He doesn’t see commodity prices rising any time soon.


Price:
$14.410
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-12-15 DON'T BUY Michael Bowman

It is too early to get into this area, but if you already hold it then hold.  Bigger companies could be trying to squeeze them out.  Loves it, but he is not a buyer.


Price:
$12.970
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
DEFENSIVE
Owned:
Unknown
2014-12-12 COMMENT Bruce Tatters

Not favourably disposed to this company, principally because of its main output of copper and coking coal. These are both challenged markets for the next 3-6 months. If there was a recovery in metal prices, this is not one of the ones that he would own.


Price:
$12.820
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-12-11 COMMENT Michael Smedley

Management is kind of buoyant, recognizing their strengths and the long-term patience that a company has to have. This is the most important company in non-gold metals. Dividend yield of 6.6%, which he thinks is pretty safe. If you own, you have to be patient. The end of the year tends to be a time when some important conferences come up, and this is clearly an important name.


Price:
$13.640
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2014-12-05 COMMENT Rick Stuchberry

A lot of the bad news is out in the commodity cycle. You get a ride in these commodity stocks. He is thinking the commodity cycle will look better in 2015, so for the time being he is Holding. If you own it in a taxable account and you need the loss, you can take it and Buy it back later.


Price:
$16.640
Subject:
CANADIAN LARGE & ADRs
Bias:
BULLISH on INDIA
Owned:
Yes
2014-11-21 COMMENT Michael Sprung

Believes this is selling at reasonably good valuation these days, but it is not necessarily a slam-dunk. The dividend is safe if commodity prices do not deteriorate a whole lot more. If coal prices go below $100, he would be worried about the dividend. Currently this is selling at such a reasonable price, given the scope of their operations, that it could have significant upside from here. Wouldn't be surprised, should there be some recovery in copper, zinc and coal that this could very quickly be a $30 stock again.


Price:
$19.940
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-11-20 WEAK BUY Darren Sissons

Buying it at a discount is always a good thing.  But the market is telling you there is half the demand moving forward although he does not agree with it.  Copper demand is not going away.  It is a buy if you have three years to hold it.  It is quite attractive here.


Price:
$18.220
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2014-11-18 HOLD Michael Bowman

Loves the 5% yield and loves the company. If you have it now, stick with it. Doesn't know if it has any lower to go, but it is pretty much near the bottom.


Price:
$18.460
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
No
2014-11-14 COMMENT Jaime Carrasco

This has a strong balance sheet, is well diversified and is still making money. Looking at a 5 year hold, you're getting a 5% dividend during that period. They are expecting the coal market to even out next year. This is not a bad plan. His company has a $25 target on this.


Price:
$18.100
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
No
2014-11-11 COMMENT Christine Poole

Metallurgical coal prices have been weakening. It is at the point where a lot of the producers are not making money and there have been supply cuts announced, but they haven't fully come on stream. This is a low-cost producer in coal as well as copper. Have restructured their balance sheet and have no debt maturing in the next few years. Feels the dividend is sustainable, at least for the next year. At this price and a yield of 3.5%, it is probably an attractive entry point if you are a long-term holder.


Price:
$18.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-05 DON'T BUY Dennis Da Silva

Highly leveraged to met coal as well as copper. Fortunately met coal is in a better fundamental position than iron ore, so there is some light at the end of the tunnel. Probably no growth for the next 3 years. Fort Hills is where they are spending significant amounts of capital, and which probably absorbs much of their free cash flow. You'll see copper expansion projects and you will see zinc expand a bit, but the bottom line is that close to 50% of its revenue is from met coal.


Price:
$17.600
Subject:
CANADIAN RESOURCE
Bias:
BEAR
Owned:
No
2014-11-04 COMMENT Lorne Steinberg

This is a dual class share company and he doesn't like that kind of situation to invest in. The commodity boom which ran from the late 90s to the financial crisis is suffering today. Doesn't know if this is just a temporary downturn or could it continue for a while.


Price:
$17.090
Subject:
Deep Value Global Equities
Bias:
CAUTIOUS
Owned:
No
2014-11-03 BUY Norman Levine

Had a big pullback and probably enough to add to it or put new money in.  But commodity stocks are not going to do well until commodities start going up. Look elsewhere if you are a short term investor.


Price:
$17.830
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-30 BUY Michael Bowman

5 year low.  It’s all about metallurgical coal.  It has been all about China.  He is sure looking at this one to just pick it up for the yield alone.


Price:
$17.520
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL
Owned:
No
2014-10-27 DON'T BUY Peter Hodson

He kind of likes it because of diversified metals exposure, but coal is dragging it down.  Nothing wrong with it, but he prefers First Quantum (FM-T).


Price:
$17.340
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 1,198 entries
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