Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

Talisman Mining Ltd (TLM.TO)

TOP PICK
Excellent Canadian global company. Management is very smart. Had a major gas find in Indonesia. Relatively inexpensive price compared to their cash flow.
BUY
A premier international oil story. A growth story. Recently trimming off its non-core properties for a lot of cash, and reinvesting it in drilling and new acquisitions. Top-notch management. Good properties. We'll be an attractive takeover for some company.
BUY
Model price is $24.76. A positive 27% differential.
TOP PICK
Down 8.5% from last year. Just awarded a large exploration block offshore Indonesia. North Sea assets are coming on and will have good yields. Also have the Alaskan exploration going. Looking for 13% production growth in the next year.
HOLD
Has not been doing too much, but will hold on to see if anyone can get it going.
BUY ON WEAKNESS
With this one, you have the prospect of a large international buying them out. It could come off another $1 or two. If you have long term-time frame, he would buy.
DON'T BUY
Today's numbers where a bit disappointing in terms of cash flow generated. At this point in the cycle, he would not put new money into the energy space.
BUY ON WEAKNESS
Likes it under $20. Good long-term hold. Great mix of assets. 30% far east, 30% North Sea and 30% North America. Good operators.
BUY
Loves this company. Doing all the right things. Very cheap at 3.3 X cash flow. Becoming increasingly focused on Southeast Asia, the North Sea and North America.
BUY
Sitting on a lot of cash. Likes this for the long-term fundamentals. Not only has a strong balance sheet, but is well positioned internationally as well as its oil to gas exposure.
PAST TOP PICK
(A Top Pick Feb 22/06. Up 2.3%.) Very much a value play and it is undervalued. Assets globally. An exciting story and he still likes.
BUY ON WEAKNESS
Stock has popped a little bit on takeover rumours. Fundamentally, a very cheap company. Some interesting prospects coming on in Malaysia, Vietnam and the North Sea. Would like it in the high teens or $20 area.
COMMENT
Oil stocks had a wonderful rise but last spring there was a bit of an exhaustion move and there was a sell off. Since that time we have been in a horizontal trading range. Believes this will be the next floor for the next advance.
PAST TOP PICK
(A Top Pick Nov 21/06. Up 10.2%.) Have a lot of probable reserve assets that don't get a lot of value on the balance sheet or in the stock market. Trades at an inexpensive Price/Cash Flow multiple.
BUY
Fundamentally it is a great company. Technically, the chart shows the stock is building a base.
Showing 541 to 555 of 1,053 entries