Opinions
Stephen Takacsy, B. Eng, MBA
Com Dev International Ltd.
CDV-T
PAST TOP PICK
Apr 27, 2015
$4.870
Stock price when the opinion was issued
Telecommunications
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DON'T BUY
He used to own this. He was interested in the West Africa play, but he was looking for a higher grade play instead. Right now West Africa is not a safe play geopolitically speaking. This is probably impacting the share price. Infrastructure constraints make it more expensive in their area as well -- power comes strictly from diesel.
Mining
(Top Pick May 5/14, Up 34.70%) The stock treaded water for a while. He knew there was potential in a business called ‘exact earth’. The stock is up about a dollar due to re-valuation. They also made two more acquisitions in the last year. They made a lot of really good moves. The core business is worth a lot more. It is a core position for him.