Viewing Expert Alexander Lane, B Comm, C | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Alexander Lane, B Comm, C , Vice President & Portfolio Manager

Dynamic Funds


Date Signal Chart Symbol Company Opinion Price
2007-12-12 WEAK BUY Must be logged in to use chart GBI-T (Dead) Global Railway Industries Plays on the infrastructure/capital-spending theme that will drive a lot of stocks over the next 5 years. Buying small private businesses such as train brakes, undercarriages, doors, etc. for rails. Thin margins but they seem to be doing OK. Prefers Greenbriar (GBX-N). Rails have been under spending on capital and this has to be resolved in the next few years.
Price:
$4.590
Subject:
SMALL CAP TECHS and INDUSTRIALS
Bias:
BULL on SMALL CAPS
Owned:
No
2009-06-29 WATCH Must be logged in to use chart LSG-T (Acquired Lake Shore Gold 60% owner of a property in the Timmins Camp that showed the best drill hole there almost ever. Needs to see a few more holes.
Price:
$2.880
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2009-09-21 WAIT Must be logged in to use chart JNJ-N Johnson & Johnson (Market Call Minute.) Probably not a Buy for the next 3 or 4 months but longer-term it would be a buy.
Price:
$60.670
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Unknown
2007-02-06 WAIT Must be logged in to use chart LIM-T (Dead) Labrador Iron Mines Holdings Ltd. Had some issues last year with their Tati mine with production shortfalls. Recently sold his holdings. Feels that nickel has gone little too far, too fast and is expecting a pullback. Would buy in the $10-$11 range.
Price:
$13.100
Subject:
SMALL CAPS
Bias:
BULL on SMALL CAPS
Owned:
No
2008-07-23 TOP PICK Must be logged in to use chart BDT-T Bird Construction Income Fund Big play on the oil sands and this may be why it is going down. Well diversified engineering/construction company. Grew its earnings 218% last quarter and trades at 8.5X earnings. Margins have gone up 50%. Top quality management team. 4% yield. Exceptionally cheap.
Price:
$39.000
Subject:
SMALL CAPS
Bias:
BULL on JR. GAS
Owned:
Yes
2009-06-29 TOP PICK Must be logged in to use chart BDT-T Bird Construction Income Fund Diversification across Canada. Great operational performance and good profitability metric over time. 7.5% yield is expected to be maintained through conversion in 2011. Payout ratio is around 35%. Phenomenal balance sheet.
Price:
$24.500
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2007-02-06 TOP PICK Must be logged in to use chart CDV-T (Acquired Com Dev International Ltd. The last satellite cycle ended in 1997 sell a new cycle is starting. These are generally 3 to 7 years long.
Price:
$6.170
Subject:
SMALL CAPS
Bias:
BULL on SMALL CAPS
Owned:
Yes
2009-06-29 TOP PICK Must be logged in to use chart CDV-T (Acquired Com Dev International Ltd. (A Top Pick Feb 6/07. Down 53.16%.) Sold his holdings but bought back in Jan/09 because prospects for satellite recovery cycle are very good. Good diversification between government, military and commercial space. Great growth in backlog. Good margins.
Price:
$2.880
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2008-02-06 TOP PICK Must be logged in to use chart CERV-T Cervus Euipment Corp. A consolidator of John Deere dealerships, J. P. Construction Equipment and Bobcat in Western Canada. Acquiring at 3X to 4X pre-tax earnings. Many owners are getting older with no exit strategy. Larger operating organization gives better synergies, buying power and natural operating leverage. At 9.2X earnings, with growth rates accelerating north of 20% and a 6% distribution, it presents a great opportunity.
Price:
$19.400
Subject:
SMALL CAPS
Bias:
OPTIMISTIC
Owned:
Yes
2008-02-06 TOP PICK Must be logged in to use chart CKE-T Chinook Energy Inc Natural gas. There is a major draw down on Canadian inventory supplies by the US because LNG imports from Europe have dropped off. Natural gas prices look like they are having an upward tendency. Even if they don't, this company should do well.
Price:
$5.690
Subject:
SMALL CAPS
Bias:
OPTIMISTIC
Owned:
Yes
2009-09-21 TOP PICK Must be logged in to use chart FWLT-Q (Unliste Foster Wheeler Corp. Global engineering, construction and power equipment. Very exposed to energy, particularly in building refineries and petrochemical complexes. Builds the largest clean coal plants globally because of their technology. Had a lot of trouble when they acquired a lot of companies and created a lot of debt 6 - 7 years ago. Contracts are now starting to flow again.
Price:
$33.940
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2007-12-12 TOP PICK Must be logged in to use chart KAT-T Katanga Mining Ltd. Very constructive on copper. Based in the Congo, which has the best global copper resources. Recently was the subject of a hostile takeover, the stock spiked and then fell back to $12 after the offer failed. Recently a merger with Nikanor Mining. By 2011 this will become the world's 4th largest copper producer and the world's largest cobalt producer. Combined, it will be worth $23.
Price:
$16.930
Subject:
SMALL CAP TECHS and INDUSTRIALS
Bias:
BULL on SMALL CAPS
Owned:
Yes
2008-04-23 TOP PICK Must be logged in to use chart PHX-T Phoenix Energy Services Their technology and directional drilling capabilities allows companies to access prospects economically. Average ROE is 29% over the last 5 years. Just raised their distribution 31%. Try to get this in the $12 to $12.50 range.
Price:
$14.750
Subject:
SMALL CAPS
Bias:
UNKNOWN
Owned:
Yes
2008-04-23 TOP PICK Must be logged in to use chart QUX-T (Dead) Quadra FNX Mining Ltd Copper is the metal that he has the most constructive view on. There hasn't been a proper supply side response and demand continues to grow. This one is based in the US, so does not have political risks. Has gold as a by-product.
Price:
$24.000
Subject:
SMALL CAPS
Bias:
UNKNOWN
Owned:
Yes
2007-12-12 TOP PICK Must be logged in to use chart RBI-T (Dead) Red Back Mining Inc A 2-project company. Recently purchased a gold mine in Mauritania. This is the one of the Lundin (LUN-T) companies. Finding a lot of high-grade deposits in Uganda. Thinks they can do about $.50 on a cash flow basis next year.
Price:
$6.380
Subject:
SMALL CAP TECHS and INDUSTRIALS
Bias:
BULL on SMALL CAPS
Owned:
Yes
Showing 1 to 15 of 124 entries
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