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

Talisman Mining Ltd (TLM.TO)

0.00

-0.00 (0.00%)

74 watching

DON'T BUY

The name is good along with all the fundamentals, but doesn't feel that it has turned the corner yet. Thinks it can go a bit lower yet.

DON'T BUY

Have new management and that has been a difficult issue with it. Have overseas exposure, which are always kind of issues you are facing. Can't see where they are going to be able to increase production aggressively over the next little while. Will not participate as well as other stocks but will go up as oil goes higher.

BUY

He is bullish on energy for the moment. This one is at quite a low level and has broken through its trading range. Had a big decline in January. If he recovers, you have a couple of dollars in hand. Support is there from the industry group.

DON'T BUY

Doesn't like this one at all. It had levels of support around $17. It has broken down through these in a bear market. You now have to wait until it bottoms.

SELL

The big problem is that there is no evident strategy for the company. Have a new CEO but have not been able to articulate a strategy. It is cheap and there is potential with the Vietnamese and Malaysian blocks which could have some upside surprises. You may be waiting a long time.

HOLD

Has liked it for a long time, but it has been a trial and tribulation. They have great diversification. Have a new CEO. Numbers are good. Thinks it will be a takeover.

BUY

Feels there is a lot of value but there are some geopolitical issues. Typically crude tends to have a weak first quarter. Expect there will be some troughing here. Feels the demand for oil is going to be strong long-term. This one looks like reasonably good quality.

BUY

In his last week’s rebalance, energy plays a prominent role both in the US and Canada. In one of his funds he has 45% in energy. The area is grossly mispriced. His model price on this one is $20.35, a 31% upside.

HOLD

Always seems to be good value and cheaper than its competitors. Have some very interesting assets in Indonesia, etc. where they are generating some good growth. New CEO has come out with a new strategy and direction, which seems to be little more opportunistic at surfacing value.

COMMENT

Very cheap and a lot of people were waiting for a takeover which never happened. Have some great properties. The far eastern properties could be scooped up by an Indian oil entity, Chinese or some other sovereign. He just got bored with this and sold off his holdings. Probably a lot of other investors did the same.

BUY

(Market Call Minute.) Too cheap to ignore.

DON'T BUY

Production has been disappointing. That coupled with the royalty regime and global growth has hit the stock hard. Vulnerable in the near term but starting to approach a value level.

BUY

Load up the truck. This is so cheap. It's a lot of oil, international, Malaysia, Vietnam, North Sea, Canada for gas. It may take 2 years for the markets to realize the value of these companies.

COMMENT

Likes the producers in energy. This one has been pretty weak technically, compared to some of the others. Wouldn't want to see this trade much more than about $.50 lower. If you own, Sell at that point. He would recommend using Stops.

PAST TOP PICK

(A Top Pick Jan 17/07. Down 2.6 % including dividends.) Still likes. His model price is $21.66, a 21% positive differential.

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Talisman Mining Ltd (TLM.TO)