This week’s new 52-week lows… (Nov 28-Dec 04)

A good name in terms of if you want to be prone to take some risk for potential returns. Similar to energy names it has lagged recently. You can be very patient with it if you want. Don’t expect it to break out easily. Buy the weakness and don’t chase strength. He does not go…

The stock has been devastated. Debt is not a concern. They are producing well. It is a high quality name. (Josef Schachter)

It is a dry natural gas producer. He thinks oil stocks have more upside. AECO is trading at $1.10 per GJ in the middle of winter. The management team is good. He would likely purchase ARX-T instead. (Eric Nuttall)

Shale gas in the US. A spin out from Bankers Petroleum (BNK-T). There is a lot of potential excitement but it just doesn't have the same management quality team. Just too risky in the market at this point. (Peter Hodson)

Debt is too high for them with the lower light oil prices. She has them on the watch list and likes them but too soon to purchase. Yield = 12% (Joanne A. Hruska, CFA)

He thinks their financial flexibility is so constrained that he sees better choices out there. Why would he take on that added risk? (Eric Nuttall)

It does better in the springtime before summer driving season. This year's it's seen lower-lows and -highs. It's below its 200-day moving average. Oil price has plunged. Can CFW benefit from current $53 oil? (Jon Vialoux)

It is the best of the Canadian oil stocks in terms of safety and size. They have got into upgrading and refining of oil in the last few years. This is a great way to play energy but he is not enamored with the industry right now. (Analysts’ price target is $45.00) (Bruce Murray)

He would not buy it at this point. He has been short for a few years. It has fallen too far too fast. It has too much cash and not enough cash flow. (Jason Mann)

(A Top Pick Jan 15/18, Down 71%) He would buy on weakness. They are hitting on a new play. It is one of the bargains of it. He would buy. The balance sheet is not an issue. (Josef Schachter)

Represents the entire Canadian energy patch. The energy sector is being abandoned as investors move into other areas. Very cheap, there's some leverage there, so you could have an above average year, but doesn't see it doubling in the next year. (Gerard Ferguson)

He stayed away because they went to the states to make acquisitions.  He did not know why the Americans would not already take these assets.  He stays away from it. (Robert Lauzon)

It has only $19 million of debt and has a book value of $1.15.  He thinks the stock is a buy here.  It is one of the country’s largest coiled tubing company.  He has a 12 month price target of $1.20.  He will like be strongly recommending it during the tax season loss selling period…

(A Top Pick Jan 10/18, Down 30%) Just at the end of the year it dropped. He thinks this will get back to $12 this year, $14 will require a lot of stars to align. He still likes it and would stick with it. (Robert Lauzon)

A mico-cap that had some major issues.  He would not look at this at all.   (Eric Nuttall)

Bottoming phase in early ’09 then a rally. Profit taking at end of summer. $0.40 is support level; If it breaks through $0.67 level he would see a dollar. (Jeff Parent B. Eng. FCSI CIM)

(A Top Pick Feb 14/18, Down 38%) Canadian oil has been a tough place since the latter months of 2018. Fine managers. They have a huge land position in northeast BC. But this is an unloved sector. Yet, oil demand continues to rise each year. It comes down to timing. (Zachary Curry )

An energy opportunity. It's more volatile because of its smaller market cap. It's been punished along with low oil prices. It's in the trucking business related to energy and is well-positioned. Take profits at $16-18. (Analysts’ price target is $16.90) (Andrew Pyle)

This one depends on your view on gas. He would put this up there with the half-dozen Montney focused names. Has been very impressed with the ongoing improvement of well results. Definitely top tier. (Mason Granger)

He is watching it but it is not on his list right now. They are not experiencing very good growth right now. Their debt keeps going up. There are better names with more upside of growth. (Josef Schachter)

(A Top Pick September 15/17 Down 38%) This is the third version of this company, he suggests.  Now a 90,000 boed producer it has stagnated with a large natural gas position.  There is inconsistency in delivering economic results.  He likes their assets, but he has gone to the sidelines to wait for that consistency to…

This is a controversial name because it is a long term asset being valued on near term momentum and missed numbers last quarter.  They don’t give projections on production numbers.  They have no debt.  It is a buy and hold kind of stock.  (Analysts’ target: $32.07). (Lyle Stein)

Why is it not rising with oil prices? He has heard rumblings the dividend may not be sustainable, but has not evaluated this for himself. From an operations perspective he has done well with them in the past. (Bruce Campbell (2))

VII-T very a well regarded technical team and management. Their knock against them is their lack of inventory. Their decline rate has been very high -- 45%. He would rather purchase purchase someone like NVA-T. (Analysts’ price target is $17.00) (Eric Nuttall)

WCP-T is a good mid-cap energy company, but he is not excited about the space right now. He is not looking to add in this environment, but when he returns WCP-T would be a great company. His largest holding is VET-T. (Chris Stuchberry)

BBI-X is the old ticker. The merger involves a 10 for 1 split. PIPE-X shows a couple of weeks of trading and that is what to go by. They are coming on with new production facilities soon. By the end of the year, they will go to 10 times that. He thinks it is cheap…

Natural gas. Have announced some major deals with Crew Energy (CR-T) and West Energy (WTL-T) in the Montney region of British Columbia. Expects there will be production within the next year. (Mark Lackey)

(A Top Pick Mar 26/18, Down 30%) Also a top pick, so he'll comment there. (James Hodgins)

(A Top Pick Apr 19/18, Down 17%) The stock has been much lower (December 2018) and has recovered well. But there's a broad bullishness in gold. If the US Fed continues to raise rates, then hold will get shinier. China and Russia have been watching it. If gold breaks out above $1,370 a lot of…

(Market Call Minute.) Have done a good job in optimizing the plant and there is better news to come. (Alice Tsang)

He likes the people, but he never owns small mines.  He prefers larger deposits.  It has to be at least a million oz and production at least 100k oz.  A mine life of 10 years allows you to overcome problems in two years and come back. (Rick Rule)

(Past Top Pick, April 3, 2017, Up 29%) Best leveraged stock to the price of silver. It's a low-cost producer with high reserves in the ground. Great management in Mexico. Silver will do better than gold. This should do extremely well. (Jaime Carrasco)

He is not familiar enough with its recent activities to be able to tell you to Sell. It is not a name that has attracted him in the past. (Rick Rule)

They are not getting ahead.  It should be okay, but you have to manage the balance sheet and the capital structure and so far they are not doing a good job of that. (Fabrice Taylor)

Gold as a sector he likes. He likes this stock’s recent action where it is heading back up over $5. The chart shows no weakness for it to get up to $9. He would be a buyer of this. (Elliott Fishman)

They're in the midst of a capex program. Payout ratio is in the 80s. Coverage of the dividend will improve in coming years. It's too small for him to buy. (Douglas Kee)

“Jumps and Steps” – quite common in junior companies. Each jump is a news item. As it gets closer to production, it will keep on doing this. Pullbacks are due to profit taking. Must stay above the $0.30 level, otherwise it may be bad news. (Jeff Parent B. Eng. FCSI CIM)

Once owned it. The new CEO (a successful woman with a good track record) replaced the former CEO who was burned out. An essential stock to own in the diamond space. He may rebuy it. (Rick Rule)

They have gold development projects in Armenia.  It will be an ultra low cost gold producer.  It is a development-only company, so he does not own it. (Jon Case)

Sees no change to the dividend theory. The 3 Irish business millionaires actually control the company and are holding it long-term for the dividends. The company has some costs going on disadvantaging it. The diamond sector itself has not produced really stellar performance. This is a “wait and see”. (Michael Smedley)

He looked at this project. It has good investors in it. They have a good CEO running it. It is a big project. The big thing is not only drilling out the resource which they are doing, but the metallurgy is very important in any one of these deposits, in terms of base metals or…

It is an interesting science project.  It is hard to tell if they will make money or not.  It is hard enough mining this, but at these depths even harder.  It is hard to get a handle on their reserves.  Prefers techniques that he knows work. (Brent Cook)

Bought this at around $.30 a share. About 2 years ago, he was buying into a lot of gold companies. The company hasn't done well, but have really improved operations. Has 2 major mines, one in Bolivia and one in Spain. They've done a lot of CLR work to improve what they are getting out…

Gold will trade in the $1,100-1,400 range. For PG to rise, gold must rise even above $1,400. He doesn't see any short-term upside in gold. PG has probably bottomed out, but he doesn't see it going up either. (Elliott Fishman)

Cobalt is a partner commodity in the production of lithium batteries. Earnings are expected to be negative in 2019. Cobalt prices have risen sharply, causing manufacturers to find a way to move away from using it -- nickle may replace it (as an aside Sherritt could be a potential benefactor of this). He would consider…

(A Top Pick Jan 05/18, Down 86%) He sold out of this when it became apparent oil prices were not going to finish above $70 per barrel by year end. He sold out around $6.50. Demand for frac-sand is down and their is greater competition in the US. Spending plans have declined in Canada as…

The founding families completely sold their shares, so SJ had a rough 2018. But this year could be a growth year. But this can be a cyclical business--replacing train tracks. They should grow revenues 3-5% a year and make further acquisitions. Expects dividend growth. Very undervalued. (Barry Schwartz)

Ranks in the middle of the pack for him. Technically it hasn’t been super strong. Part of that is probably due to some concern over whether or not it will sell off because of the Canada Post strike. He wouldn’t be surprised if they had weaker earnings when they report. Overall the business continues to…

You have seen the price of gold starting to stabilize and then a number of gold companies have started to outperform, on a technical basis, the price of gold. (Bruce Campbell (2))

The question is, how do you see the price of precious metals from here. We saw the bounce back from around $1050 touching $1300 recently. Thinks this is a reversion to the mean in that gold and silver, not to mention oil and other metals, were greatly oversold. To get back to some equilibrium positions…

It's a big resource, a leveraged play on the copper market. Based in the Yukon, it's a volume play, but not playing the copper market now. It's a big upfront capital requirement now that'll cost $1 billion. (Joe Mazumdar)

The Barkerville district has a lot of prospectivity. Their individual drill results are excellent but under the control of the Osisko company. He doesn't own it, because has a hard time getting the drill holes to tie together. That said, the district has a lot of promise and the exploration team is strong. The stock…

It looks interesting, but is too small for his funds. It has under-performed for the past few years. They are in the right place at the right time, but we need to see some good drill results soon. (Peter Imhof)

This is a material that is basically one layer of carbon. It is very difficult to produce. It is produced a little bit in labs and sells for a very high price, but hasn’t really been mass produced as yet. It could be the material of the future. It is revolutionary. Very light and very…

(A Top Pick Sept 9/16. Down 2.7%.) Has a world-class property in Argentina and a world-class CEO who has done this before. They’ve raised money from various sophisticated institutions at about the current price. At some point, given lithium prices and electrification of cars it is going to get taken out. Highly speculative, but if…

The guys behind this have had great success in Mexico. They've had not bad results to date. Anything in the silver area is probably going to do well. (John Embry)

(A Top Pick March 11/11. Down 10.36%.) You have to be patient with this stock. It may take a couple of years before they are in production. (Jeff Parent B. Eng. FCSI CIM)

Peru is a great place to mine, but make sure you know the environmental and social situation. (Brent Cook)

It’s a tough deposit. Erratic mineralization with the Uranium. He doesn’t think a lot of the deposit. Prefers others. (Brent Cook)

Uses their GPS system to figure out where trains are, and to more accurately schedule trains and service vehicles for people working on the rails. Reported on Aug 14 and earnings were down 10%. That was against a 32% increase in sales. In the coming quarter, earnings are expected to be down 75% year-over-year. Great…

Doesn't know this super well, but obviously with what is going on in the blockchain/Bitcoin space, this is a bit of a hybrid. They are doing a similar type of business in gold. You are seeing a big trend and big interest in that sector, but at the same time, you are also seeing gold…

He works as a consultant for them. They announced on July 8 a partnership with the largest G7 bank with over 4000 branches -- one of the top digital banks in the world. They have created a new phone based app for stock trading customers. It is a non-exclusive partnership, where ALY-X could be sold…

A social media platform. A difficult one to analyse. It has a cast of big shots in management operating mainly out of California he thinks. This is into video streaming. The difficulty with this is that you need a gazillion hits, and the giants such as Google and Facebook are the ones that take the…

(A Top Pick May 20/15. Down 93.21%.) The company had some technology that allowed for compliance and payment processing technology. They started in the Bitcoin area, which didn’t work out very well. They then moved on to high risk areas, which would be considered gaming. Recently announced a strategic review of the company, so are…

It has been disappointing to own, but he still trusts management. Their electronic cellular based tracking systems are getting certified on the various cell networks. They get paid a month monitoring fee. They have a couple of big cellular partners and did a recent capital raise to allow for inventory build up as their demand…

HPB Energy Bull+ ETF. Immediate leverage to oil price moves. If you have a very good near-term bet that you want to make on oil this would be the way to go but if you are looking for an investment in the oil patch that has a long-term investment implications, then you should go to…

Double bull oil ETF.  It seems you are at the bottom end of the range in oil prices.  This ETF has the usual problem with leveraged ETFs if you hold them a long time.  HOU-T may not go up if oil is too volatile. (Larry Berman CFA, CMT, CTA)

She thinks the auto sector in the US has peaked. The space is trading at low multiples, but this is normal based on the cyclical nature of the sector. (Christine Poole)

It is a sector people hate.  They are making money and have no debt.  They closed a lot of stores - the worst ones.  Some buy this stock just for the dividend. (Benj Gallander)

(A Top Pick Oct 23/17, Down 11%) When ToysRus went bankrupt last year it threw something into the equation all last year. He still likes it and thinks management is doing a good job. (Rick Stuchberry)

This has been a very difficult stock. Recently reported a very bad quarter. He would stay away from this one. Inventory has gone up a lot and their margins have fallen. Cut the dividend totally. Thinks they are in a bit of trouble. (Peter Imhof)

Owns a small position. Low margins. They've done a very good job with distribution and getting their revenues up, but he needs to see their margins rise. They're too low. He won't add to his position until then. They have some good products.  (Peter Imhof)

(A Top Pick Nov 16/17, Down 27%) When he picked it the PE was 12 and a yield of 4%. The PE has dropped to 9 and the yield has risen to over 5%, but he is no longer excited about their strategy. He may buy back, but it is out of the portfolio. (Fabrice…

It'll be flat this year. It's very illiquid, so likely way cheaper than it ought to be. Good balance sheet. Cheap at 8x earnings. The payout ratio is safe. You can buy and win with this. (Greg Newman)

BIP.UN vs. TCL.A? Hard to compare infrastructure to packaging. Doesn't have a problem with infrastructure, but the dividend doesn't grow the way he'd like, and the dividend is actually a combination of capital and interest. He owns BAM.A in TFSAs. Instead of TCL.A, he owns CCL Industries because they have greater free cash flow and…

(A Top Pick Nov 6/14. Down 75%.) One of their key assets is an oil/gas services business, so it has come under a lot of pressure. This is a high risk/high reward situation. Still very much a binary outcome. It is either going to come under a lot of pressure with bankruptcy risks, or the…

REITs aren't doing bad now. We're getting close to the end of the cycle rate-tightening as bond yields have risen alot. on This REIT comes down to your view on interest rates--he thinks we'll come to the end of this in 6-12 months when the cycle turns. REITs like this have decent valuations. However, the…

Good company. In some interesting spaces in terms of hormonal stuff. They are on the search for a Viagra for women. The numbers into 2016 are looking pretty good. He wants to see one or 2 more quarters, but if they keep doing things the way they are, it is a name he would be…