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Bill Harris, CFA , Portfolio Manager

Avenue Investment Management


Date Signal Chart Symbol Company Opinion Price
2014-10-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  We were incredibly oversold and so we are having a rally now.  Interest rates have collapsed this year from 3.0% to 2.2% this year.  It is worse for finding yield in fixed income so you have to go back into the stock market.  We really saw the hit in the mid-cap, retail investor stocks.  Oil came off also so oil stocks should be looked at.


Price:
$0.020
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
_N/A
2014-10-23 DON'T BUY Must be logged in to use chart ALA-T Altagas Ltd

He always tries to own some infrastructure.  These are great long term investments.  The problem is that the valuation is extreme.  A great company that is on his list, but he finds others elsewhere that are cheaper.


Price:
$46.860
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
No
2014-10-23 WATCH Must be logged in to use chart ALS-T AltiusMinerals Corp

They have the nickel royalty for Voisey Bay.  The nickel market is so messed up with Indonesia banning exports.  You might be able to get the stock relatively inexpensively soon.


Price:
$11.440
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
No
2014-10-23 DON'T BUY Must be logged in to use chart BNP-T Bonavista Energy Corp

The internal numbers are not super sexy so it trades with the market.  The commodity is low.  Prefers others with better operating numbers.


Price:
$11.080
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Unknown
2014-10-23 BUY Must be logged in to use chart BTE-T Baytex Energy Corp

Likes it and thinks the dividend is sustainable.  Likes the management team.  They get a Canadian dollar western Canadian price.  The reduced differential should benefit them.


Price:
$36.220
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Unknown
2014-10-23 TOP PICK Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

Take advantage of this oil price selloff to pick this up.  Throws out an incredible wall of cash.  4 years out it will be extraordinary.


Price:
$39.550
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Yes
2014-10-23 PAST TOP PICK Must be logged in to use chart FNV-T Franco-Nevada Corp.

(Top Pick Nov 19/13, Up 29.87%) It is a distressed lender to the gold industry. 


Price:
$59.450
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Yes
2014-10-23 TOP PICK Must be logged in to use chart GXE-T Gear Energy

Looks like it can grow 20% organically. Great operating numbers.  3 times next year’s cash flow.  The heavy oil price is still sticking in. 


Price:
$4.230
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Yes
2014-10-23 DON'T BUY Must be logged in to use chart HBM-T Hudbay Minerals Inc.

In the metals business you have to be very specific about what type of company and which metal.  He likes to see them all much less expensive.  Prefers NSU-T.


Price:
$8.540
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
No
2014-10-23 BUY Must be logged in to use chart KEL-T Kelt Exploration

Went into it from TOU-T because it was a smaller market cap.  More balanced portfolio, low cost operator and great efficiency.


Price:
$10.210
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Yes
2014-10-23 WATCH Must be logged in to use chart LIF-T Labrador Iron Ore Royalty

As China slows they won’t have to construct everything.  They will still need iron and steel, but not in the same quantity.  Competitors in the industry will drive prices down.  It would be a great long term investment if Iron Ore bottoms out.


Price:
$19.900
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Unknown
2014-10-23 PAST TOP PICK Must be logged in to use chart LUP-T (Dead) Lundin Petroleum AB

(Top Pick Nov 19/13, Down 25.87%)  It is in the North Sea and takes more time than you would think.  They now have to prove they can explore and make cash flow.  It is a fantastic company, however.  Wished he had bought it now instead of when he did.


Price:
$15.970
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Yes
2014-10-23 DON'T BUY Must be logged in to use chart NKO-T Niko Resources

It looks like they are starting to play with pricing in India.  He would stay clear from this kind of situation.


Price:
$0.350
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Unknown
2014-10-23 PAST TOP PICK Must be logged in to use chart PHX-T Phoenix Energy Services

(Top Pick Nov 19/13, Up 4.37%) It got very expensive so he sold it in the spring. Part of their growth strategy was in Russia.  If it got under $10, he would consider going back in.


Price:
$12.300
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
No
2014-10-23 HOLD Must be logged in to use chart PNE-X Pine Cliff Energy

They executed the plan flawlessly.  The declining gas price challenges them.  Thinks it is pretty neat.  Prefers TOU because it is a bigger company.  If you are patient with PNE-X in a low gas market it seems they have a strategy for taking advantage of the low gas price.


Price:
$1.650
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Unknown
Showing 1 to 15 of 1,172 entries
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