Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

Talisman Mining Ltd (TLM.TO)

DON'T BUY
Has seen a very great deterioration in profitability.
DON'T BUY
A very well run company. Great assets. When looking at oil, you have to buy companies with an outlook over five years and buy them when the price is off. This is a volatile business.
TOP PICK
(A Top Pick May 15/06. Down 4%.) Great international exposure. Big increases in production coming on. Not exposed to the big cost increases. Under 10 X next year's earnings which is very cheap.
BUY
About 20% of production is in the far east and he expects this will disappear either into China, India or a combination. They are doing some terrific stuff in the North Sea. One of the cheapest of the large independents.
BUY
Very well managed company. Did a good job of getting refocused on its core operations. Good international diversification. If you can live with the volatility of the price of oil, its attractive.
BUY ON WEAKNESS
Cheap multiple. Well-run. If you can get it at $18, you will probably make money.
BUY
Has struggled over the last several months. It looks like it is trying to form another low. If they can get through the upper band, it could be heading for an upside. Accumulate, but use the lows as stops.
BUY
Likes this one, but can understand why it hasn't moved up much. Being an international company, maybe the market is concerned about some of the countries.
BUY
Probably got over punished when it sold some oil sands assets. Has a model price of $26.76. A 34% positive differential.
BUY
Likes management. Has more international exposure than some of the other companies. Can expect much higher highs than from where we are in now.
DON'T BUY
The oil stocks have had a great run. The quarter was good, costs are rising, production was a little bit of a miss, but the big question is “Which way our oil prices heading?”.
TOP PICK
Trading around $18.70 and, cash flow wise, its earnings are $4.50 this year and $5.50 next year. Relatively cheap. Has pulled back with gas as half its production is in gas. Well-managed.
WEAK BUY
Senior oils seem to be in a trading range despite the fact that earnings have been good. This one always seems to have some tweaky thing. Statistically cheap. There are others he prefers.
BUY
His favourite oil producer. Good operations. Sells at a lower multiple than its peers.
BUY
Timing is quite good on the oils at this point. Has the potential for a move with the weather market. Had lower lows in June so you have to question the upside potential. Oil stocks are not keeping up with the price of oil, which is a concern to technical analysts.
Showing 646 to 660 of 1,053 entries