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

Viewing Expert

Alice Tsang , Portfolio Manager

Marquest Asset Management


Date Signal Chart Symbol Company Opinion Price
2013-04-05 DON'T BUY Must be logged in to use chart YO-X (Dead) Yoho Resources

Haven’t looked at this for quite a long time, but they have been chasing the Duvernay wells. Duvernay is not very well understood yet, even for the majors, and is very expensive.


Price:
$2.820
Subject:
CANADIAN RESOURCES
Bias:
CAUTIOUS
Owned:
Unknown
2013-09-13 BUY Must be logged in to use chart YRI-T Yamana Gold Inc.

(Market Call Minute.) At $1300, they are still making a lot of money and generating free cash flow.


Price:
$10.840
Subject:
CANADIAN RESOURCES
Bias:
CAUTIOUS on METALS
Owned:
Yes
2013-01-25 HOLD Must be logged in to use chart WCP-T Whitecap Resources

(Market Call Minute.) Using a 7% valuation, it is pretty much like Crescent Point (CPG-T).


Price:
$9.320
Subject:
CANADIAN RESOURCES
Bias:
BULLISH
Owned:
No
2013-04-05 PARTIAL BUY Must be logged in to use chart WCP-T Whitecap Resources

Very good story. Management is very focused on costs and returning capital. Quarter after quarter they have been beating and exceeding expectations. If there were a yield play she would want in the smaller cap space, it would be this one. The only knock against it is that it is currently yielding about 6.5%, which is lower than Crescent Point (CPG-T). With oil coming down, it might be a buy at a slightly lower level but you could pick some up at this point and by more as time goes on..


Price:
$9.660
Subject:
CANADIAN RESOURCES
Bias:
CAUTIOUS
Owned:
Unknown
2011-09-29 BUY Must be logged in to use chart WZR-X (Dead WesternZagros Resources Ltd. Really likes this stock at current levels. A lot of majors are trying to get into Iraq and costs are substantial just to buy land leases that this company already has. Significantly undervalued. Now licensed to bring on 2000 barrels of production and to exit the year at about 5000 barrels.
Price:
$0.465
Subject:
CANADIAN RESOURCES
Bias:
CAUTIOUS
Owned:
Unknown
2012-06-11 BUY Must be logged in to use chart WZR-X (Dead WesternZagros Resources Ltd. Likes the stock very much. A Kurdistan stock and if you can withstand the political risks, it is a very good one to own. Current market cap is about $400 million and there is over a billion barrels of oil recoverable in the ground. This company owns 40% of the land. They are only into a 2nd zone of the 3 zones they are drilling. Expecting significant reserve upside in the future. Incredibly cheap.
Price:
$0.910
Subject:
CANADIAN RESOURCES
Bias:
BULLISH on COMMODITIES
Owned:
Unknown
2013-06-21 BUY Must be logged in to use chart WZR-X (Dead WesternZagros Resources Ltd.

(Market Call Minute.) This is one she would Buy but she would caution you on the geopolitical risks.


Price:
$1.260
Subject:
CANADIAN RESOURCES
Bias:
CAUTIOUS
Owned:
No
2011-12-16 COMMENT Must be logged in to use chart WPX-T (Dead) Western Potash Likes the project and the management. Geology looks great. There is a takeout possibility. If she were to own a potash company, this would be the first on her list.
Price:
$1.010
Subject:
CANADIAN RESOURCES
Bias:
BULLISH on RESOURCES
Owned:
No
2012-03-30 COMMENT Must be logged in to use chart WPX-T (Dead) Western Potash Potash Corp. (POT-T) has been cutting back production and she expects potash to underperform other commodities. This one is a quality name for a long-term buyer.
Price:
$1.120
Subject:
CANADIAN RESOURCES
Bias:
OPTIMISTIC
Owned:
Unknown
2012-06-11 COMMENT Must be logged in to use chart WPX-T (Dead) Western Potash If this were to be taken out, the latest one has been about 30% and that is where she would peg the premium. BHP Billiton (BHP-N) (?) recently came out to put some of their projects on hold until the end of the year so it may be slower in terms of getting buyers into the project. She prefers Potash (POT-T).
Price:
$1.040
Subject:
CANADIAN RESOURCES
Bias:
BULLISH on COMMODITIES
Owned:
No
2013-04-05 DON'T BUY Must be logged in to use chart WPX-T (Dead) Western Potash

Potash (POT-T) has cut back production and is still trading at very low levels. This company requires a fairly high CapX, close to $3 billion. In this environment, that is challenging. Looking for JV partners or some kind of takeout buyers. She wouldn’t be stepping into this one just yet.


Price:
$0.455
Subject:
CANADIAN RESOURCES
Bias:
CAUTIOUS
Owned:
Unknown
2012-08-31 BUY on WEAKNESS Must be logged in to use chart VET-T Vermilion Energy Inc

Likes management very much. They will bring on the Ireland assets in a couple of years which will be about 30% growth for them. Feels the stock is range bound at the moment and would buy on a pull back. She likes that it is exposed to the Brent crude prices rather than to West Texas prices.


Price:
$44.910
Subject:
RESOURCE
Bias:
BULLISH on PRECIOUS METALS
Owned:
No
2012-03-30 TOP PICK Must be logged in to use chart UUU-T (Dead) Uranium One Inc. Feels that uranium prices have bottomed. Supply/demand situation in 2013 looks pretty tight. This is one of the lowest cost producers at about $18 per pound. See a double in the stock price.
Price:
$2.770
Subject:
CANADIAN RESOURCES
Bias:
OPTIMISTIC
Owned:
Yes
2012-11-23 COMMENT Must be logged in to use chart UUU-T (Dead) Uranium One Inc.

One of the best operators in the uranium space. Majority of their production comes from Kazakhstan so costs are very low, about $20 per pound so at current spot price they are able to generate a fairly good cash flow, so this is one of her favourites along with Cameco (CCO-T). Very bullish on uranium but you have to be patient and wait for 2013-2014. Thinks the sector is going to surprise a lot of people.


Price:
$1.910
Subject:
CANADIAN RESOURCES
Bias:
OPTIMISTIC
Owned:
Unknown
2013-01-25 PAST TOP PICK Must be logged in to use chart UUU-T (Dead) Uranium One Inc.

(A Top Pick March 30/12. Down 0.36%.) Being taken over by ARMZ. Likes the uranium space so has replaced this with Cameco (CCO-T). Very optimistic on uranium prices for the future and this is a great time to pick Cameco up.


Price:
$2.750
Subject:
CANADIAN RESOURCES
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 251 entries
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