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

They spun out Canadian assets to pay for an American purchase. Pays a good yield, but sees better cash flow growth and a better balance sheet elsewhere. (Christine Poole)

Stock is cheap here. Pays a monthly dividend of almost 7%. Book value is $10.39. All natural gas stocks have been beat up. Paid down debt, and equity's gone up. Decent balance sheet. Sitting in the fairway that will benefit from LNG exports 3-4 years from now. Not on his list, but sees the merits…

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)

(A Top Pick Apr 03/18, Down 80%) Problem is trying to renegotiate the debt due in the next year or two. So it had to do a restructuring and massive dilution of shares. Still generating cash flow. Sees upside. Could be a $1 stock a year from now. He's going to be adding. Likes management.…

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)

$42.55 is his target price. This is trading at the top of his value zone. He sees better value in Suncor. Current earnings don't justify the stock price. (Brian Acker, CA)

He's researched this a lot. He's disappointed with all its write-offs and he's very negative about this. The market still doesn't like some things on its balance sheet. This isn't ready to return to highs yet--but he'll keep his eye on it. (Brian Acker, CA)

(A Top Pick Apr 03/18, Down 36%) Stock is cheap. Book value of $5.76. Believes natural gas prices will be higher in Q4. Natural gas stocks are being thrown away, so there's incredible value there, if you have a 2-3 year time horizon. (Josef Schachter)

(A Top Pick Feb 21/19, Up 3%) It's been in an upward trend channel since the year started. Recent big volume is a good sign. The next upside target is $10, then $13-14 is a key point. (Javed Mirza)

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)

They paid down the debt recently and are in very good shape. They are doing less CAP-X this year. His target is $1.20 so there is lots of upside. It will be a Q4 opportunity. (Josef Schachter)

A good royalty company that pays over a 7% yield (safe), with a payout ratio over 60%. They carry no debt. The only problem with their model happens when their oil drillers don't drill, as they did last year. If this happens, collect the yield and wait. (Douglas Kee)

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 )

(A Top Pick Nov 15/18, Down 4%) This was caught on the oil downwave, but it hasn't seen the pick-up in oil like, say, Suncor. A big trucking group in oil. It's trading at very depressed levels. Still likes it. (Andrew Pyle)

It has been beaten up strongly. It is a timely pick because we are right in the seasonality. $6.40 is the next place it will have pause. It is an Alberta-only oil and gas production company. 2018 results were fantastic. (Analysts’ price target is $7.95) (Hap (Robert) Sneddon FCSI)

New interim president and CEO. Pretty good numbers on cardium wells. Issue is the debt. Debt is 22% of equity, but it's going the wrong way. Declining production and volumes. Not as attractive as the others. Need to show they can grow core numbers of the cardium. Guidance is negative. Capex is about equal to…

(A Top Pick May 25/18, Down 49%) He sold it a while ago and now owns no energy. (Bruce Campbell (1))

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)

This is a light medium oil producer. Given the market cap and leverage, he prefers others with a better balance sheet. Would recommend Torque Oil & Gas instead. (Eric Nuttall)

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)

About a 5.6% dividend yield, and they want to follow the dividend model. 84% oil. Sees them having growth in production this year. Really likes it. Target of $8 in 12 months. Prefers Whitecap to Crescent Point. (Josef Schachter)

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 Mar 05/18, Down 9%) He added to it. It had a good rally to begin the year. It has two good Canadian assets. They will have expanding margins in the best jurisdiction in the world. (Jon Case)

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

Too small. Nice people. Nice deposit. he doesn't like big risk for small reward. (Rick Rule)

(A Top Pick Apr 03/18, Up 3%) A premier silver producer in Mexico. Low production costs and well-managed. Should do well long-term given its ridiculous value, but now this sector isn't attracting much interest from, say, pension funds. Those funds should flow back in at some point. (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)

It's a play on a big tailwind to e-commerce. ITP's customers are all the e-commerce giants. ITP has met its guidance for 4 years and is guiding to have enormous growth by 2022. But the market is ignoring this company. It pays a fabulous dividend. Free cash flow will expand. People won't spend less online.…

“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)

Too much political risk. Too much financing risk. Nice deposit. (Rick Rule)

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…

He has a $4.50 target. He likes it. Good managers and a low cost of production. Safe geography too in where it operates. They have a pretty good deposit. (Jaime Carrasco)

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…

Treading water for 4 years. Margins were squeezed, oversupply. Duopoly in North America. Margins improving, organic growth is coming back. Nice steady replacement market business. Growing their lumber business through Home Depot. Just bought his position. Going to crank up dividends aggressively. Hold it for the long run. Yield is 1.3%. (Analysts’ price target is…

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…

A producer in West Africa. They went from cash burn to cash build. They now have two assets, not one. That will attract new investors and could cause a re-rating. (Analysts’ price target is $5.19) (Jon Case)

They just bought Pershing Gold. This is run by the old Barrick team who will grow USA by acquisition. This should be trading much higher at the $400 million market cap instead of $120 million. Really good entry point. Low cost of production. (Analysts’ price target is $5.40) (Jaime Carrasco)

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)

They have quality zinc deposits in Peru, but the zinc price is the issue, so is it a good time to sell it now? They will drill another 10,000 meters so find more high-grade. He escapes a scoping study by end-June. Has a flat chart though, reflecting the low zinc price. Zinc companies aren't making…

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 is a consultant to the company. The financial industry is being disrupted by fintech and this is a way to invest it in. (Robert McWhirter)

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)

(A Top Pick May 30/18, Down 23%) He still owns it and is looking for $80s/90s in the next 3 to 5 years. There is a move to 9-10 speed transmissions from 4-5 speed for improved gas mileage and this gives them a higher content in cars. It is a great company with an incredible…

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)

He's been adding to his position. A leading Canadian company. Innovative that has established a global brand. The stock has come down a lot, but the whole toy industry has been hit by the Toys R Us bankruptcy. Be cautious buying ahead of the quarter. Now trading at 9x EBITDA, so now cheaper than before.…

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 Mar 01/18, Down 22%) This was disappointing. They were trying to grow at the expense of the bottomline. Their growth plans did not come to fruition. The CFO left. He does not see a lot of reason to be involved in this name at this point. (Ryan Modesto)

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)

It's come off its price in 2018, nearly half its 2018 peak. His target price is $31.21, nearly double the current price. If this continues to fall, he will sell. (Brian Acker, CA)

(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…

A huge dividend is not a good thing. The market is telling us something – the dividend is too high. They may be capitalizing too much of their maintenance expenditures. The CAP-X is about 6% of net operating income. It should be 20-25%, which is closer to what they are actually spending. They don’t have…

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…