Viewing Expert Alexander Lane, B Comm, C | StockChase
stockchase picture

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
2009-09-21 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert Gold. All-time high was $1032 set about a year ago and he believes it will break through this. If it does it should continue up to the $1200-$1300.
Price:
$0.020
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Unknown
2009-09-21 DON'T BUY Must be logged in to use chart ACH-N Aluminum Corporation of China Very large Chinese company with government ties. Enormous presence in the aluminum and industries. Looking to diversify their metals. Expect they will look for assets in Australia or Africa. Expect aluminium to come in the later part of the cycle and is not reacting that well at the moment.
Price:
$28.970
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Unknown
2009-09-21 BUY Must be logged in to use chart ARE-T Aecon Group Inc (Market Call Minute.) Plays all the Junior E&C’s in Canada. Big beneficiary of Ontario road and infrastructure spending. Also oil sands coming back is a positive.
Price:
$11.180
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Unknown
2009-09-21 STRONG BUY Must be logged in to use chart AXX-T (Private) Axia NetMedia Rural Internet provider. Doesn't understand why it has been neglected. Continues to perform well and looks like they will have great opportunities for growth in Australia. Building Singapore network right now. Strong presence in Alberta. Cash flows are ramping. $35 million in cash.
Price:
$1.430
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2009-09-21 BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B) (Market Call Minute.) Given industrial economic recovery, particularly on transportation and the airline side, it is probably a Buy.
Price:
$4.670
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Unknown
2009-09-21 PAST TOP PICK Must be logged in to use chart BDT-T Bird Construction Income Fund (A Top Pick June 29/09. Up 22%.) Great infrastructure story that is going to continue to grow. Generated 114% ROE last year. Incredibly cheap. Great management. 6% yield. When they convert they will continue as a dividend paying Corp. with effectively the same yield.
Price:
$29.550
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2009-09-21 BUY Must be logged in to use chart BNS-T Bank of Nova Scotia (Market Call Minute.) Banks are still a Buy. Have more upside of perhaps 15%.
Price:
$47.830
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Unknown
2009-09-21 COMMENT Must be logged in to use chart CAT-N Caterpillar A lot of exposure to residential construction. Had some issues because of their finance arm but they managed to get through it okay but the ability of their customers to buy have had difficulty getting financing. Would prefer the dealership companies such as Toromont (TIH-T) or Finning (FTT-T). If you have a 5 or 10-year view it could be a good entry point.
Price:
$52.460
Subject:
GLOBAL
Bias:
BULLISH
Owned:
No
2009-09-21 PAST TOP PICK Must be logged in to use chart CDV-T (Acquired Com Dev International Ltd. (A Top Pick June 29/09. Down 7.3%.) Thought the growth margins would start gravitating back towards 30% and last quarter they did. If you X out all the unusual items they did about $.13. They will do about $.50 so this is one of the cheapest stocks out there.
Price:
$2.690
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2009-09-21 BUY Must be logged in to use chart CET-T Cathedral Energy Services Directional drilling services. In the last few weeks, with increased appetite for speculation in natural gas, these stocks have started to move. High ROE. He prefers Phoenix (PHX.UN-T).
Price:
$3.650
Subject:
GLOBAL
Bias:
BULLISH
Owned:
No
2009-09-21 BUY Must be logged in to use chart DELL-Q (Dead) Dell Computers The whole PC supply chain appears to be on a major rebound. There's good demand for notebook computers and LCD screens that go with desktops. Has under performed Hewlett-Packard (HPQ-N). Have got a lot of the problems out of the way.
Price:
$16.010
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2009-09-21 BUY Must be logged in to use chart ELD-T Eldorado Gold One of the highest margin gold companies globally. Did a large acquisition, which will grow their production profile. Very solid balance sheet. Believes gold will continue to go up and this company will benefit.
Price:
$12.350
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Unknown
2009-09-21 COMMENT Must be logged in to use chart FTT-T Finning Int South American mining exposure is more cyclical and more depressed than Toromont (TIH-T). Also their UK heavy equipment operation is experiencing a lot of competition right now.
Price:
$16.910
Subject:
GLOBAL
Bias:
BULLISH
Owned:
No
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
2009-09-21 BUY Must be logged in to use chart GWO-T Great West Lifeco (Market Call Minute.) Great long-term purchase. His preference is a shift from banks to insurance at this point.
Price:
$25.900
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Unknown
2009-09-21 COMMENT Must be logged in to use chart IMG-T Iamgold Corp Top performer of the mid-cap golds out of the bottom of the market. Fixed a lot of their issues and have a very good growth profile. Also an attractive acquisition candidate. A little more expensive so would prefer an Eldorado (ELD-T) to this one.
Price:
$15.090
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Unknown
2009-09-21 BUY Must be logged in to use chart IMO-T Imperial Oil If you are looking for a great long-term stock, this has one of the best records in the oil patch. Very well run. Have a growth path that is looking pretty good. Building the Kearl project, and integrated oil sands project. He would slightly prefer Suncor (SU-T) but you can't go wrong with either one. A long-term play. 1% yield.
Price:
$41.340
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Unknown
2009-09-21 BUY Must be logged in to use chart ING-N ING Groep NV Went through a harrowing experience last fall. Had some issues distressed balance sheets. Sold off their ING Canada holdings. Given the run on pure banks, insurance companies might be better opportunities at this time.
Price:
$16.620
Subject:
GLOBAL
Bias:
BULLISH
Owned:
No
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
2009-09-21 BUY Must be logged in to use chart LIF-T Labrador Iron Ore Royalty Owns a 7% overriding royalty interest in Iron Ore Company of Canada as well as a 15% direct interest. Distribution is sustainable and shouldn't be affected by their current version to a corporation. 5.3% yield.
Price:
$37.750
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2009-09-21 COMMENT Must be logged in to use chart LVS-N Las Vegas Sands Corp. (Market Call Minute.) Has done the majority of its work to the upside. Still positive on the refinancing of their debt.
Price:
$18.640
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Unknown
2009-09-21 BUY Must be logged in to use chart MX-T Methanex Corp With the energy complex doing very well, methanol pricing has been looking a lot better. Assets in South America makes it low cost producer.
Price:
$19.260
Subject:
GLOBAL
Bias:
BULLISH
Owned:
No
2009-09-21 BUY Must be logged in to use chart OPC-T (Dead) Opti Canada Inc. Oil sands with a 40-year project life. Built and in its ramp phase. There are complications as you get to the ramp phase. Just did an overhaul of their water and injection facility and over the next few weeks he expects they will be back on track. Had some balance sheet issues that they resolved with an equity issue. Very volatile.
Price:
$2.200
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2009-09-21 BUY Must be logged in to use chart PHX-T Phoenix Energy Services Directional drilling services. In the last few weeks, with increased appetite for speculation in natural gas, these stocks have started to move. High ROE.
Price:
$7.450
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2009-09-21 BUY Must be logged in to use chart PRE-T (Unlisted Pacific Exploration & Production. Columbia is one of the better South American countries to do business with these days. Korean and Chinese companies are sniffing around Columbia and there is a high probability of an acquisition.
Price:
$13.160
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2009-09-21 PAST TOP PICK Must be logged in to use chart SEO-T (Dead) Storm Exploration Inc. (A Top Pick June 29/09. Up 20.5%.) In the Montney region and one of the best shale gas plays in North America. Have Storm Ventures Int., which may go public and they have Horn River as well.
Price:
$14.150
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2009-09-21 BUY Must be logged in to use chart SGR.H-X (Delist San Gold Corporation 43101, a validation of what they say they have by a 3rd party., is coming up. Have also found a lot of very interesting new veins, post the 43101 calculations that won't be factored in.
Price:
$2.980
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Unknown
2009-09-21 TOP PICK Must be logged in to use chart SQM-N Sociedad Quimica Y Minera Based in Chile. Largest, lowest cost producer of potassium nitrate, lithium carbonate and iodine. Potassium nitrate is more valuable and stable than potash and very important fertilizing. Lithium carbonate used for powering small electronics and possibly future electric vehicles. Iodine is needed for medical purposes, especially radiation treatment. Possible takeover target.
Price:
$39.100
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2009-09-21 BUY Must be logged in to use chart SU-T Suncor Energy Inc One of the best stocks to own in Canada over the next 3 to 5 years given the combination between Suncor and PetroCanada, asset sales and the focus on their oil sands operation.
Price:
$38.630
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Unknown
2009-09-21 TOP PICK Must be logged in to use chart SW-FP Sodexo (French exchange) French outsource catering services and facility management. Also has a voucher business. It is important to have secular growth companies in any portfolio. Grows year in, year out regardless of the economic cycle.
Price:
$0.010
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2009-09-21 BUY Must be logged in to use chart TIH-T Toromont Industries Incredibly cheap. Looking at the 22-year dividend history is one of the best dividend growers in Canada. Very predictable stream of growth. 2.6% yield.
Price:
$23.030
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2009-09-21 BUY Must be logged in to use chart TTM-N Tata Motors Ltd. Indian automobiles. Very well run company. Recently bought Jaguar and Land Rover and looking to revitalize those brands. Leadership company. Not that expensive.
Price:
$12.800
Subject:
GLOBAL
Bias:
BULLISH
Owned:
No
2009-09-21 BUY Must be logged in to use chart WSP-T WSP Global Inc. Good infrastructure play. Likes the way they run their business. More on the front-end engineering and design. Cheap.
Price:
$25.950
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2009-06-29 BUY Must be logged in to use chart ABT-T Absolute Software Corp. World-class technology company. LoJack software is embedded in the CPU and also has a software agent, which allows a stolen laptop to be located and secured. Have been signing international agreements. Strong balance sheet.
Price:
$5.350
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2009-06-29 SELL Must be logged in to use chart AXC-T (Dead) Addax Petroeum Corp. Being acquired and most of the money has already been made. If you owned, it might be a good time to take some money off the table.
Price:
$49.500
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2009-06-29 HOLD Must be logged in to use chart BBD.B-T Bombardier Inc (B) (Market Call Minute.) Great company. You have to absolutely believe in economic recovery as well as the aerospace sector, which is probably premature.
Price:
$3.490
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
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
2009-06-29 COMMENT Must be logged in to use chart BIR-T Birchcliff Energy Ltd. Natural gas in the Montney shale formation. Lots of reserves and recently raised some cash to develop them. Will probably get acquired.
Price:
$6.040
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
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
2009-06-29 BUY Must be logged in to use chart CEE-T Centamin Egypt One of the new gold producers. Things are very positive on this name in the short and medium term. Pretty good resource.
Price:
$1.690
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2009-06-29 COMMENT Must be logged in to use chart CLC-T Connacher Oil and Gas (Market Call Minute.) Was able to raise money at a 15% discount a few weeks ago but there are others more interesting to him than this.
Price:
$0.930
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2009-06-29 BUY on WEAKNESS Must be logged in to use chart CX-T (Dead) Cyberplex Inc (Market Call Minute.) Massively ahead of itself.
Price:
$1.700
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2009-06-29 BUY Must be logged in to use chart EQN-T (Dead) Equinox MineralsLtd. Copper in Zambia. One of the best global plays in copper. Expect it will be acquired.
Price:
$2.840
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2009-06-29 COMMENT Must be logged in to use chart ITRI-Q Itron Inc. A leader in smart meters technology for smart grid technology.
Price:
$55.410
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2009-06-29 HOLD Must be logged in to use chart LFC-N China Life Insurance Chinese financials have generally been looking a lot better. They did not suffer from the poor lending practices like other countries. This one has great potential. If you have a 3 or 5-year outlook, continue to Hold.
Price:
$56.210
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
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
2009-06-29 BUY Must be logged in to use chart MAA-T (Delisted MagIndustries Corp. (Market Call Minute.) Probably a Buy given that the Chinese bought in at $.70.
Price:
$0.600
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2009-06-29 DON'T BUY Must be logged in to use chart MT-T (Dead) Miranda Technologies Inc. Cheap but relative to its main competitors it has not performed nearly as well and their respective IPOs. A lot of volatility in earnings. Low advertising has also affected them.
Price:
$4.350
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2009-06-29 COMMENT Must be logged in to use chart NEM-N Newmont Mining (US) Hasn't been a great performer. Have ties to consumer electronics with its rare earth metals zirconium businesses as well as its neo-powders for magnets. Over $41 million US in cash. Earnings estimates have been coming up nicely. He tends not to play these businesses because of a lack of long-term value creation.
Price:
$42.330
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2009-06-29 COMMENT Must be logged in to use chart OPC-T (Dead) Opti Canada Inc. Offered shares at less than the going price last week. TSX stopped but he thinks the deal will still go though. The deal will ensure the company has adequate funds to ramp up production, which should peal out around Nov-Dec. If the deal goes through then the stock will be a Buy.
Price:
$1.990
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2009-06-29 BUY on WEAKNESS Must be logged in to use chart PD-T Precision Drilling Got sufficient financing but now has to wait out the low level of drilling activity to start moving back up again. Great equipment and a very strong market presence. Expecting a corrective phase through the summer.
Price:
$5.770
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2009-06-29 BUY Must be logged in to use chart POE-X Pan Orient Energy (Market Call Minute.) Given that money is going to be recycled out of recent purchases by foreigners, these kinds of names are going to be the best beneficiaries of this.
Price:
$5.780
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2009-06-29 DON'T BUY Must be logged in to use chart QEC-T Questerre Energy Shale gas in Quebec. Results have been encouraging and long-term prospects are very good. Such an early stage and with no infrastructure it could take some time, possibly 8 to 10 years. Speculative. (See Top Picks.)
Price:
$1.490
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2009-06-29 SELL Must be logged in to use chart QTRH-T Quarterhill Inc (Market Call Minute.) Ahead of itself. Not a big fan of the business model where they raise money for legal fees.
Price:
$2.290
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2009-06-29 COMMENT Must be logged in to use chart RCM-T (Dead) RuggedCom Inc. One of the poster children for smart grid technology in North America.
Price:
$27.500
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2009-06-29 TOP PICK Must be logged in to use chart SEO-T (Dead) Storm Exploration Inc. One of the leading natural gas stocks over the last 12 months. Located in Montney and Horn River B.C. Great management. Probably acquired within the next couple of years.
Price:
$11.800
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2009-06-29 BUY Must be logged in to use chart SGR.H-X (Delist San Gold Corporation The Rice Lake opportunity, near the Red Lake camp has a lot of years left in it.
Price:
$2.360
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2009-06-29 BUY Must be logged in to use chart SU-T Suncor Energy Inc Very opportunistic in purchasing PetroCan (PCA-T). This is going to be a big long-term plus. The cash flow will help them in financing for developing their long-term oil sands projects.
Price:
$35.400
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2009-06-29 PAST TOP PICK Must be logged in to use chart SZ-T (Dead) Sceptre Investment Council Ltd (A Top Pick Feb 6/07. Down 42.43%.) Wealth management. You need to find companies with good strong track record of performance, relationship with the clients and ability to attract new business.
Price:
$5.490
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2009-06-29 PAST TOP PICK Must be logged in to use chart TIH-T Toromont Industries (A Top Pick Feb 6/07. Up 4.26%.) This is one you just put in your portfolio and forget about it. They run a fantastic business. Ideal play on infrastructure spending in Canada. Also have a play on unconventional natural gas extraction.
Price:
$24.320
Subject:
CANADIAN LARGE & GLOBAL SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
Showing 1 to 60 of 124 entries
<< < 1 2 3 > >>

No Comments.


You must be logged in to comment.