Talisman Mining Ltd (TLM.TO) Buy, Sell or Hold

Talisman Mining Ltd (TLM.TO)

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BUY

Perpetually undervalued and one day there will be a catalyst that will take it higher. Converting to an unconventional natural gas player. On a price to cash flow basis, it is the cheapest of all the major companies.

HOLD

(Market Call Minute.) Range bound that $17-$18.

HOLD

Just got rid of their non-core assets and raised $1.9 billion and are going to concentrate on the shale gas plays. Rates it as an outperform.

TOP PICK

Recently announced they will be selling off $1.9 billion of assets. This will rebuild their balance sheet. Has good upside potential.

PAST TOP PICK

(A Top Pick Apr 23/09. Up 17.9%.) Decent international growth play. Good valuation.

COMMENT

Oil and gas. Have been refocusing on their portfolio, selling off non-core assets. Reduction growth has been okay. Better management than in the past. She prefers other names that have better yields.

DON'T BUY

Likes the turnaround story here. Have been very successful in selling and buying assets. The problem is, there is no growth and will take another year or two.

DON'T BUY

Been a laggard relative to others. Management has done a good job of transitioning the company into resource plays. Not optimistic on natural gas in the short or medium term. Gas is currently in the lowest period of demand. He is Short this one for short period of time.

DON'T BUY

Management has disposed of more than $3 billion in assets in the last year so debt is less than 1% X forward cash flow. Reinvesting into the ground. A little too gassy for him. Not clear what management is going to do.

PAST TOP PICK

(A Top Pick March 10/09. Up 46.3% excluding dividends.) Internationally diversified. Concentrating more now on unconventional plays. Very well managed. Still a Buy.

PAST TOP PICK

(Top Pick Mar 12/09, Up 43%) Likes its blend of assets.

SELL

Perennially this has been the cheapest stock compared to its peers. Thought it would change with the new management but it hasn't. Prefers others.

PAST TOP PICK

(Top Pick Mar 12/09, Up 45.94%) They say they can make money at $3 in Natural Gas.

HOLD

Just came out with year-end results. We’ve seen a dramatic improvement, but we needed to have a dramatic improvement in finding and development costs. Continues to be a wait and see game.

SELL

Missed their earnings. Clearly in a “wait and see” mode because the company has gone through a wholesale change in objectives under new management. Trying to build for the long-term with resource plays with multiple years of potential inventory.

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Talisman Mining Ltd (TLM.TO)