Viewing Expert Allan Jacobs | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Allan Jacobs , Director of Small-Cap Investments

Sprott Asset Management Inc.


Date Signal Chart Symbol Company Opinion Price
2009-09-10 COMMENT Must be logged in to use chart CEE-T Centamin Egypt Very big gold resource and reserve in Egypt. About 13 million ounces and the finding costs are very low. Going into production and stock price is reflecting this. Good management. May be slightly ahead of itself but at $1000 gold it may be OK value.
Price:
$1.730
Subject:
SMALL CAPS
Bias:
UNKNOWN
Owned:
Yes
2009-09-10 COMMENT Must be logged in to use chart CHD-T (Dead) Chariot Resources Ltd. Big copper project in Peru. About 3 years away from production. Just came out of a proxy battle, which management won but got the message to try and realize full value and sell the Lundin’s Group 18%. Need $600 million and are very dependent on the price of copper.
Price:
$0.370
Subject:
SMALL CAPS
Bias:
UNKNOWN
Owned:
No
2009-09-10 TOP PICK Must be logged in to use chart CNE-T Canacol Energy Ltd. Colombian and Brazilian oil producer at about 2000 barrels a day. Should triple that in about 6 months. Very low valuation relative to NAV. Less than 3X next year's cash flow. Have 10% interest in a big heavy oil discovery with the other 90% owned by Chinese.
Price:
$0.340
Subject:
SMALL CAPS
Bias:
UNKNOWN
Owned:
Yes
2009-09-10 TOP PICK Must be logged in to use chart GLN-T (Dead) Glentel Inc. 2-way wireless radios. Wireless Wave is there large retail division and they also sell to Costco. Doing extremely well because of the iPhone, smart phone, Blackberries. Trades at a single digit PE multiple. 2.5% yield. Could be a takeover.
Price:
$14.300
Subject:
SMALL CAPS
Bias:
UNKNOWN
Owned:
Yes
2009-09-10 COMMENT Must be logged in to use chart GND-T (dead) Gennum In the old days it was a hearing aid company that did very well. Now they have semiconductor products for video and data com markets. Have been hard hit as a mini semiconductor company and earnings are way down. Good balance sheet and the business is stabilizing.
Price:
$4.210
Subject:
SMALL CAPS
Bias:
UNKNOWN
Owned:
No
2009-09-10 COMMENT Must be logged in to use chart LSG-T (Acquired Lake Shore Gold Had some joint ventures with West Timmins Mining (WTM-T) and came up with some interesting discoveries. They now want to acquire West Timmins Mining. Has had a good run.
Price:
$3.090
Subject:
SMALL CAPS
Bias:
UNKNOWN
Owned:
Yes
2009-09-10 COMMENT Must be logged in to use chart NOM-T (Dead) Norsemont Mining Big copper project in Peru. About 3 years away from production. Coming out with a feasibility study within the next month. Could be a takeover target.
Price:
$2.160
Subject:
SMALL CAPS
Bias:
UNKNOWN
Owned:
Yes
2009-09-10 BUY Must be logged in to use chart QTRH-T Quarterhill Inc Have been signing more and more patent licensees. Very good management. Cheap stock.
Price:
$2.200
Subject:
SMALL CAPS
Bias:
UNKNOWN
Owned:
Yes
2009-09-10 TOP PICK Must be logged in to use chart SDC-T (Dead) Seacliff Construction Corp. General and electrical contractor in western Canada. Have about $5 a share in cash and are earning about $1 a share. Lowell multiple of 8 or 9 times. Can make highly accretive acquisitions with their cash. Primarily institutional work, which means many government and municipal works. Infrastructure spending will benefit them.
Price:
$8.700
Subject:
SMALL CAPS
Bias:
UNKNOWN
Owned:
Yes
2009-09-10 BUY Must be logged in to use chart SMF-T Semafo Inc 3 gold mines in western Africa. Fairly cheap. Trades at a fairly low multiple. Growing its production and has reasonable cash costs.
Price:
$2.800
Subject:
SMALL CAPS
Bias:
UNKNOWN
Owned:
Yes
2008-08-27 TOP PICK Must be logged in to use chart CALM-Q Cal-Maine Foods Inc. Egg prices have gone up very substantially in the US because of fewer hens per cage. Company has had huge earnings growth. Trading at 6X trailing earnings. Pays about a 5% dividend yield. Extremely good value.
Price:
$40.280
Subject:
SMALL CAPS
Bias:
UNKNOWN
Owned:
Yes
2008-08-27 TOP PICK Must be logged in to use chart CTU-X Le Chateau Inc. (A) Specialty retail clothing. Earnings were up 34% last year. Very flexible and can quickly handle changes in the marketplace. Yield of 4.6%. Pretty safe stock with upside.
Price:
$13.600
Subject:
SMALL CAPS
Bias:
UNKNOWN
Owned:
Yes
2008-08-27 BUY Must be logged in to use chart FEL.UN-T Fairborne Energy Trust Natural gas. Was trading at 4 or 5 times current cash flow and then they had the very prospective Nordegg resource play and recently had excellent results from the first horizontal well. Stock went up about 20%. This well alone has the prospects of being worth the current stock price. Trading at about 5.5X current cash flow.
Price:
$13.700
Subject:
SMALL CAPS
Bias:
UNKNOWN
Owned:
Yes
2008-08-27 BUY Must be logged in to use chart LGO-T Largo Resources Ltd. Highly prospective and very large vanadium resource in Brazil. Likes the company but they are going to have to raise a fair amount of money through equity and debt. Tough market for mining exploration and development. Vanadium prices are very strong and thinks it will stay that way. Very modestly valued. Could be a takeover prospect.
Price:
$0.450
Subject:
SMALL CAPS
Bias:
UNKNOWN
Owned:
Unknown
2008-08-27 BUY Must be logged in to use chart QEC-T Questerre Energy In the gas shale play in Quebec with Talisman (TLM-T) and Forest Oil (FST-N). Huge potential upside but not much downside protection.
Price:
$3.050
Subject:
SMALL CAPS
Bias:
UNKNOWN
Owned:
Yes
Showing 31 to 45 of 61 entries
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