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
2011-04-29 BUY Must be logged in to use chart POT-T Potash Corp of Saskatchewan Likes this stock as well as fertilizer stocks. Stock is in about a month of consolidation. Just reported great numbers. Looking at planting season numbers and corn prices, she thinks farmers are wealthier than last year and there should be great demand coming on.
Price:
$53.450
Subject:
CANADIAN RESOURCES
Bias:
BULLISH on RESOURCES
Owned:
Unknown
2011-06-24 BUY Must be logged in to use chart POT-T Potash Corp of Saskatchewan Likes the agricultural and fertilizer space. With the shortage in grains and food, we will see strong potash prices going forward. BHP Billiton (BHP-N) will take 2-3 years to develop their Saskatchewan project.
Price:
$51.910
Subject:
CANADIAN RESOURCES
Bias:
BULLISH on COMMODITIES
Owned:
Yes
2011-04-29 BUY Must be logged in to use chart TECK.B-T Teck Resources Ltd. (B) One of her favourite names in the sector. Stock is fairly valued but she is very bullish on copper and met coal. Good management. Have a number of projects that can bring on 15%-20% growth over 3 years.
Price:
$51.430
Subject:
CANADIAN RESOURCES
Bias:
BULLISH on RESOURCES
Owned:
Yes
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
2013-09-13 COMMENT Must be logged in to use chart FNV-T Franco-Nevada Corp.

Based on her outlook of gold, she would be cautious and would look for companies with lower valuations. Although this one has come down significantly, it is still trading at higher valuations than some of the gold producers. Based on her outlook of gold, she would be cautious and would look for companies with lower valuations. Although this one has come down significantly, it is still trading at higher valuations than some of the gold producers.


Price:
$44.170
Subject:
CANADIAN RESOURCES
Bias:
CAUTIOUS on METALS
Owned:
Unknown
2011-04-29 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp Light oil producer in the Bakkens. Great management. They’ll continue to perform well. Oil may pull back but the stock should be able to support over the long term.
Price:
$42.960
Subject:
CANADIAN RESOURCES
Bias:
BULLISH on RESOURCES
Owned:
Unknown
2013-09-13 HOLD Must be logged in to use chart TOU-T Tourmaline Oil Corp

Very well loved name and rightly so because they have one of the lowest costs in the sector. Still making money at current prices. However, this stock has always been expensive. If the view is positive on natural gas, then it will probably move up. However, AECO is currently trading at a huge discount compared to NYMEX and so in the upcoming quarter there may be a little bit of risk and disappointment on the cash flow front. Alternatively, Encana (ECA-T) would be an interesting gas play as they are looking at strategic alternatives to turn the company around. Trading roughly at about 4X cash flow and debt is reasonable at about 2X. There is talk about them eliminating their dividend and if that happens, this would be a case of Buy on Weakness.


Price:
$42.750
Subject:
CANADIAN RESOURCES
Bias:
CAUTIOUS on METALS
Owned:
Unknown
2012-06-11 HOLD Must be logged in to use chart IMN-T (Dead) Inmet Mining (Market Call Minute.) Need to find a partner in their Panama project and she doesn't expect this to materialize this year.
Price:
$42.030
Subject:
CANADIAN RESOURCES
Bias:
BULLISH on COMMODITIES
Owned:
Unknown
2013-04-05 HOLD Must be logged in to use chart BTE-T Baytex Energy Corp

Great resource play. Valuation trades fairly close to some of its US peers. Technically it is oversold and she does see a rebound in the stock. High-quality stock. 6.3% dividend yield. A good long-term hold story.


Price:
$41.740
Subject:
CANADIAN RESOURCES
Bias:
CAUTIOUS
Owned:
No
2012-08-31 WAIT Must be logged in to use chart CPG-T Crescent Point Energy Corp

One of the “best in class” operators in the light oil Bakken play. Still has growth, albeit slower compared to the last 2 years. At these levels, it can afford to make very accretive acquisitions to continue their portfolio growth. Think you can make about 7% at these levels. This has run-up quite a bit and her outlook on oil isn’t that robust so expect it will be range bound and will be more of a trading scenario. 6.87% dividend yield.


Price:
$40.990
Subject:
RESOURCE
Bias:
BULLISH on PRECIOUS METALS
Owned:
No
2011-12-16 BUY on WEAKNESS Must be logged in to use chart POU-T Paramount Resources Largely levered to gas but have a great portfolio of assets and are looking to gain more liquids. Stock is quite expensive here.
Price:
$40.070
Subject:
CANADIAN RESOURCES
Bias:
BULLISH on RESOURCES
Owned:
Unknown
2012-06-11 BUY Must be logged in to use chart G-T Goldcorp Inc This is one of the large-cap gold stories that has a better growth profile. Had a couple of mildly disappointing quarters however she does have confidence in management that they can outperform going forward.
Price:
$39.950
Subject:
CANADIAN RESOURCES
Bias:
BULLISH on COMMODITIES
Owned:
Unknown
2012-06-11 BUY Must be logged in to use chart POT-T Potash Corp of Saskatchewan Large project and generating cash flow and valuation is cheap at the moment. Good entry point.
Price:
$38.870
Subject:
CANADIAN RESOURCES
Bias:
BULLISH on COMMODITIES
Owned:
Unknown
2013-09-13 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

Overall, she feels the debt coverage ratio is still fairly healthy. Thinks they have about 2X debt. Management had come to realize that there was concern, so they are looking to grow organically. Have a number of projects that can increase recoveries in the assets. Lots of inventory for years to come. 7.37% distribution.


Price:
$37.590
Subject:
CANADIAN RESOURCES
Bias:
CAUTIOUS on METALS
Owned:
Unknown
2013-09-13 BUY Must be logged in to use chart SU-T Suncor Energy Inc

Likes the story. Generating free cash flow and there is a lot more growth coming forward when they bottle (?) Firebag so she does see valuation going higher. Currently trading at about 5X cash flow. In a very strong oil environment, if you have a longer time horizon, she could see another 50% on this stock. (Host Comment: $42 is the near-term consensus looking out 12 months.)


Price:
$37.350
Subject:
CANADIAN RESOURCES
Bias:
CAUTIOUS on METALS
Owned:
Unknown
Showing 1 to 15 of 251 entries
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