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

Talisman Mining Ltd (TLM.TO)

0.00

-0.00 (0.00%)

74 watching

BUY

Very well managed. International. Has made some excellent acquisitions. Still has a bit of a Sudan discount on it which is unwarranted. Have a great profile of production and exploration.

BUY

He would be inclined to hold an overweight position in oils.

BUY ON WEAKNESS

Has been one of the cheapest senior producers out there. Has probably rallied based on their 3 to 1 split. Would look for a pullback. The outlook for the energy sector is pretty good.

PAST TOP PICK

(A Top Pick Feb 28/06. Down 3.7%.) Even more attractive now.

BUY

Has been much stronger than the rest of the group over the last 4/5 months. An extremely disciplined company in terms of ROE. They have the ability to grow over the next 3/4 years.

BUY ON WEAKNESS

Volatility will depend on the short-term oil prices. Oil is up today because of hurricane forecasts. When oil retreats to $67/68, that's the time you should buy.

BUY

Just split 3 for 1. A lot of their exposure is to natural gas which has been weakening. Have enough cash to make an acquisition if a good one came along.

DON'T BUY

Would rather have Petro Canada (PCA-T) or Husky Energy (HSE-T). Wouldn't buy at this time. It has higher costs than its peers and consequently lower returns. Trades at a discount in terms of cash flow multiples. Cheaper, just not his number one name.

WAIT

A very oily name. This will be volatile with the price of oil. An extremely good quality company. International exposure. In a seasonally weak, so wait before buying.

BUY

Doing a stock split. Likes the company. Good management.

TOP PICK

(A Top Pick Jan 23/06. Down 25%.) Trading under 10 X next year's earnings. Great management. This is an opportunity to get into a Canadian company that operates globally. Low multiple. Sees them growing well into 2007.

BUY ON WEAKNESS

Likes this one long term. Buy at $55. Wouldn't surprise him to see the far eastern oils bought out by the Chinese or Indians.

BUY

Proposing a 3 for 1 stock split. Expect they will have one of the higher growth profiles. Paying down debt with their robust cash flows. Likes the story.

BUY ON WEAKNESS

This would be a favourite pick for him on any weakness. Likes the international aspect of this company. One of the best managements going. Would buy close to $60.

HOLD

Good international exposure. All oil stocks are in a very tricky place right now. The price of oil is bouncing up, not on fundamentals but probably based on political uncertainty. Stocks are going to be very volatile.

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Talisman Mining Ltd (TLM.TO)