List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2012-12-28 | PAST TOP PICK | James Hodgins |
(A Top Pick with Estrella (EEN-X) and Swisher Hygeine (SWI-T))Dec 29/11. These 3 did okay.) Part of a “triple tax loss” 3 week trade where owners did tax loss selling and then are buying back their stocks. Tweet finance |
Price: $0.480 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BULLISH on PRECIOUS METALS Owned: Unknown |
| 2012-09-27 | WAIT | James Hodgins |
A royalty streaming company focused on coal, natural gas and base metals. Recently piggybacked off a deal that Sandstorm Gold (SSL-X) did with Colossus Minerals (CSI-T) in Brazil and this company took the palladium piece which is very positive and why he feels the stock has had a bit of a bounce here. He is always iffy about buying stocks at this time of year that have been under a lot of pressure because he thinks you are going to start to see tax loss selling. Wait until after the tax loss selling season and this would definitely be a name he would look at. Tweet finance |
Price: $0.330 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BEAR Owned: Unknown |
| 2012-07-11 | PAST TOP PICK | James Hodgins |
(A Top Pick July 25/11. Down 56.66%.) They provide last stage financing to some of the resource companies. Invested in a project run by Royal Coal that missed all of its targets. Sitting on $40-$45 million in cash which they will start investing near year end when gas and coal are bottoming. Insiders have been buying on the decline. He’ll wait for the fundamentals to start to improve. Tweet finance |
Price: $0.255 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BEARISH Owned: Yes |
| 2012-06-15 | PAST TOP PICK | James Hodgins |
(A Top Pick June 27/11. Down 41.48%.) Still holds a very small piece but switched over to its sister company Sandstorm Gold (SSL-X). ASee Top Picks.) Tweet finance |
Price: $0.265 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: CAUTIOUS Owned: Yes |
| 2012-01-10 | WEAK BUY | Michael Smedley |
Focused on Coal. Early phase. Competent people running the company. Prefers SSL Tweet finance |
Price: $0.370 Subject: CANADIAN Bias: CAUTIOUS Owned: No |
| 2011-12-29 | TOP PICK | James Hodgins |
Part of a triple tax loss trade. Fundamentals are in tact, balance sheet is good. 3 week trade. Tweet finance |
Price: $0.345 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BEAR on COMMODITIES Owned: Yes |
| 2011-11-24 | PAST TOP PICK | James Hodgins |
(A Top Pick June 27/11. Down 13.82%. ) Tweet finance |
Price: $0.410 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BEARISH Owned: Unknown |
| 2011-10-20 | TOP PICK | James Hodgins |
Loves the business model. Stock is down quite a bit because they have done a number of financings. Some of the companies they are invested in are in coal, natural gas etc. but they don't own the equity, they own the revenue stream. Tweet finance |
Price: $0.370 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BEARISH Owned: Yes |
| 2011-07-25 | TOP PICK | James Hodgins |
Recently did a deal on a copper stream from Donner Metals (DON-X) and an energy stream from Thunderbird (TBD-X). His current NAV is $0.85 but he could see this jumping up. Tweet finance |
Price: $0.600 Subject: SMALL & MID-CAP Bias: CAUTIOUS Owned: Yes |
| 2011-06-27 | TOP PICK | James Hodgins |
Thermal coal and have one natural gas stream. A revenue royalty company. Have bought into 2 companies and as production begins to ramp up over the next year, expects the company will be re-rated. Has an NAV of about $.70. Tweet finance |
Price: $0.470 Subject: SMALL & MID-CAP Bias: CAUTIOUS Owned: Yes |
| 2011-05-26 | TOP PICK | James Hodgins |
Thermal coal. He has a NAV of about $0.70 that he feels is growing. About $20 million in cash from prior financing, which he thinks they can deploy accretively to increase the NAV to $0.85-$0.90. If so, stock should trade at a multiple of between 1.3 and 1.5 times with a possible price target of around $1.50. Tweet finance |
Price: $0.550 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: UNKNOWN Owned: Yes |