List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-02-21 | HOLD | Fabrice Taylor |
Produces gravel in Fort McMurray for the big oil companies. Stock sold off because it got ahead of itself and, as well, people are losing patience with the permitting of the frac sand deposit. If this deposit gets developed, the stock will go a lot higher. Has it as a Hold right now as he wants to see the Q4 earnings. Tweet finance |
Price: $1.300 Subject: NORTH AMERICAN Bias: OPTIMISTIC Owned: Yes |
| 2012-12-14 | BUY | Fabrice Taylor |
Makes gravel in Fort McMurray. Thinks this is going to go higher. Have a lot of catalyst waiting for them that could move the stock price up. Have a huge frac sand deposit and are waiting to hear from the government as to whether they can proceed developing at, or if they have to do a full environmental assessment. Tweet finance |
Price: $1.570 Subject: NORTH AMERICAN Bias: UNKNOWN Owned: Yes |
| 2012-10-22 | STRONG BUY | Fabrice Taylor |
Not a fan of commodity players but likes the companies that provide them with equipment, etc. This company sells gravel and oil Sands producers use a lot of gravel. The company returns 45% on equity. Management owns a lot of stock. Trading at around 11X earnings. Literally across the road from Imperial Esso’s (IMO-T) Kearl and will be a big customer for them. Likes this one a lot. Tweet finance |
Price: $1.590 Subject: NORTH AMERICAN Bias: BEARISH Owned: Yes |
| 2012-05-25 | TOP PICK | Fabrice Taylor |
Produces gravel in Fort McMurray. Management owns about 44%. Have produced enormous profits relative to their market cap but the stock trades for 5X trailing earnings. If you believe in the oil sands and the construction of these big plants and roads, this is the play for you because they are pretty much the dominant gravel producer there. Also have a frac sand deposit which is very valuable for fracing needs. Short positions have all but evaporated. Tweet finance |
Price: $0.600 Subject: NORTH AMERICAN Bias: OPTIMISTIC Owned: Yes |