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Bill Harris, CFA , Portfolio Manager

Avenue Investment Management


Date Signal Chart Symbol Company Opinion Price
2014-03-04 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  The world is growing including China. If you have a real project.  The world is not a bad place.  A speculative frenzy just happens when you least expect it. 


Price:
$0.020
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
_N/A
2014-03-04 DON'T BUY Must be logged in to use chart ARX-T Arc Resources Ltd

The gas price has done well because of the cold winter.  He likes gas and wants to be invested in it.  They are not super low cost so he has stayed away from it.  LNG works if the gas price is low because other countries want to buy it then, but if it goes up they don’t. 


Price:
$29.770
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
No
2014-03-04 TOP PICK Must be logged in to use chart BHP-N BHP Billiton Ltd.

Thinks he can get a 15-20% rate of return plus currency gain.


Price:
$68.580
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2014-03-04 BUY Must be logged in to use chart BTE-T Baytex Energy Corp

Owned in the past.  The low cost production the oil business.  Light oil is what you have a lot of in the US, but refiners refine heavy oil.  BTE produces heavy oil.  He has GXE.


Price:
$42.130
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
No
2014-03-04 DON'T BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

(Market Call Minute) Nothing wrong with it.  Only concern is that it is a light oil producer and there is a ton of light oil coming on in the next twelve months in the US.


Price:
$38.920
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
No
2014-03-04 DON'T BUY Must be logged in to use chart DML-T Denison Mines Corp

He looks at it every year.  There is a perception that uranium will come back, but it has not.  Stocks are starting to discount a higher uranium price.  Now stocks are extended.  Prefers CCO-T, but is expensive too.  Thinks U-T would be the best. 


Price:
$1.920
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
Unknown
2014-03-04 DON'T BUY Must be logged in to use chart ECA-T Encana Corp

It is so big it is hard for it to be the average, which is not good enough.  Expectation is that gas will go back down following our winter.  ECA has a lot of gas, but its costs are relatively average.  TOU is a preference.


Price:
$21.700
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
Unknown
2014-03-04 PAST TOP PICK Must be logged in to use chart FM-T First Quantum Minerals

(Top Pick Mar 5/13, Up 19.15%) Just sold it.  He is moving to neutral weight in the sector for April.  He made the money he was looking to make.


Price:
$21.340
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
No
2014-03-04 TOP PICK Must be logged in to use chart FNV-T Franco-Nevada Corp.

Can take its free cash flow and redeploy.  As we go into spring, you should be reducing your weighting to normal.  He will be selling because he is overweight.


Price:
$56.040
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2014-03-04 SELL Must be logged in to use chart KEY-T Keyera Corp

Just sold it.  The company is doing very well and conservatively financed, but he feels the valuation is very extended.  He took profits.  He saw a better opportunity elsewhere with something that was less expensive.  There is nothing particularly wrong with it.


Price:
$67.420
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
No
2014-03-04 COMMENT Must be logged in to use chart OSK-T Osisko Exploration Ltd.

When the commodity price turns around then you wait for acquisitions to start.  He was not surprised it went.  Fits tightly into G-T’s stable of mines. 


Price:
$7.420
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
No
2014-03-04 WEAK BUY Must be logged in to use chart PPL-T Pembina Pipeline Corp

(Market Call Minute) Great growth profile.  Prefers IPL.


Price:
$39.870
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
No
2014-03-04 BUY Must be logged in to use chart PXT-T Parex Resources Inc.

(Market Call Minute) Doing a great job.  Inexpensive explorer producer doing a great job.


Price:
$9.000
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
No
2014-03-04 TOP PICK Must be logged in to use chart ROG-X Roxgold Inc

(Top Pick Mar 5/13, Up 28.57%) He got management shifted out.  Once he put his money in at this level, he was in permanently.  It was high grade and unusually low cost.  High quality resource at surface.  Nothing exciting, but so high grade.  You are buying it at such a cheap price.  The jurisdiction is such that you can build a mine in relatively short order.


Price:
$0.620
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2014-03-04 DON'T BUY Must be logged in to use chart RSI-T Rogers Sugar Inc

Sugar is a commodity.  He looks for stable businesses.  Unbelievably stable business plan.  Nat Gas is an input.  However, now they are losing a few contracts.  They won’t be able to get them back.  This isn’t a business that can grow.  He can’t figure out why they lost the contract so is standing back.


Price:
$4.500
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
No
Showing 1 to 15 of 1,149 entries
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