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
2011-09-27 TOP PICK Must be logged in to use chart HCG-T Home Capital Group Non-prime mortgage lending market. Have had ROE of over 20% 20 years in a row. EPS has grown 25% per annum compound. Trading at only 8X this year's earnings. Also pays a dividend.
Price:
$43.630
Subject:
CANADIAN SMALL
Bias:
UNKNOWN
Owned:
Yes
2007-10-30 TOP PICK Must be logged in to use chart HCG-T Home Capital Group Company has grown 36% a year over the last 13 years and the multiple has gone up. It is a great company. It is an alternative lending company.Their loan losses are low. Gradually getting into lower risk commercial mortgages. Bought around 35.
Price:
$42.000
Subject:
CANADIAN SMALL
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
2009-11-24 BUY Must be logged in to use chart AGT-T AGT Food & Ingredients Lentils. Well managed. Recently made a big acquisition in Turkey. Very high growth.
Price:
$26.500
Subject:
CANADIAN SMALL
Bias:
BULLISH on GOLD
Owned:
Yes
2011-09-27 BUY Must be logged in to use chart GLN-T (Dead) Glentel Inc. Great "growth at a reasonable price" (GARP) company. Year-to-date, earnings are up about 60%. Very big in smart phone sales. Made a US acquisition of a Verizon retailer. Trading about 12X this year's earnings. Pays a dividend.
Price:
$17.340
Subject:
CANADIAN SMALL
Bias:
UNKNOWN
Owned:
Yes
2007-10-30 HOLD Must be logged in to use chart OIL-X Oilexco Inc They like this company at Sprott. They have had great exploration in the North Sea and their production is growing. It is inexpensive. Stock will be a pretty good winner a year up.
Price:
$17.240
Subject:
CANADIAN SMALL
Bias:
UNKNOWN
Owned:
Yes
2007-10-30 HOLD Must be logged in to use chart TIM-T (De-Liste Timminco Ltd. They like this company a lot at Sprott. They are the second biggest holder and have 17% of the company. They started buying at a dollar. Timminco has high purity silicon and quite a few contracts. Things look good for them and solar power. Good value.
Price:
$16.000
Subject:
CANADIAN SMALL
Bias:
UNKNOWN
Owned:
Yes
2009-11-24 PAST TOP PICK Must be logged in to use chart GLN-T (Dead) Glentel Inc. (A Top Pick Sept 10/09. Up 4.19%.)
Price:
$14.450
Subject:
CANADIAN SMALL
Bias:
BULLISH on GOLD
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
2007-10-30 BUY Must be logged in to use chart YRI-T Yamana Gold Inc. Yamana is kind of a big cap right now. It is pretty good. It is a gold and copper player. Production in gold is growing very quickly. Believes it will do very well.
Price:
$14.240
Subject:
CANADIAN SMALL
Bias:
UNKNOWN
Owned:
Yes
2007-10-30 VAGUE Must be logged in to use chart PSE-T Pacific Stratus Energy Limited He has followed this since $3. He does own some. It is a very volatile stock now. Management is good. It is suitable but it is dependable on exploration success.
Price:
$13.900
Subject:
CANADIAN SMALL
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 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
2009-11-24 PAST TOP PICK Must be logged in to use chart SDC-T (Dead) Seacliff Construction Corp. (A Top Pick Sept 10/09. Up 27.14%.) Just did an acquisition, which will grow their earnings by 30%.
Price:
$10.890
Subject:
CANADIAN SMALL
Bias:
BULLISH on GOLD
Owned:
Yes
2008-08-27 BUY Must be logged in to use chart VRO-T (Dead) Vero Energy Inc. A steady grower through the drill bit. Has done extremely well during high and low gas prices.
Price:
$9.790
Subject:
SMALL CAPS
Bias:
UNKNOWN
Owned:
Yes
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