Stock Opinions by Alan Blake - Stockchase Experts
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Alan Blake

On Stockchase since : Jul 2004

Portfolio Manager at Smith Barney

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Stock Opinions by Alan Blake - Stockchase Experts

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BUY
Doesn't expect the cigar lake to get going until 2010-2012. But they are the largest uranium producer and has the worlds largest deposits, so they are confident they will get this going. The key thing though is that they have long term contracts paying $35 a unit which are now rolling over and will continue to do that over the next 2 to 3 years. When they renew they will get the new prices which will give tons of cash flow. Suggests buying a cross section of the companies in this sector, as some are getting new contracts currently, (Denison Mines Corp DML-T sxr Uranium One Inc. SXR-T) Signing contracts today with $90 floors and no ceilings.
integrated mines
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0 comments
Doesn't expect the cigar lake to get going until 2010-2012. But they are the largest uranium producer and has the worlds largest deposits, so they are confident they will get this going. The key thing though is that they have long term contracts paying $35 a unit which are now rolling over and will continue to do that over the next 2 to 3 years. When they renew they will get the new prices which will give tons of cash flow. Suggests buying a cross section of the companies in this sector, as some are getting new contracts currently, (Denison Mines Corp DML-T sxr Uranium One Inc. SXR-T) Signing contracts today with $90 floors and no ceilings.
integrated mines
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Alan Blake

Portfolio , Smith Barney...

Price Price
$57.270
Owned Owned
Unknown

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BUY
Talisman Energy(TLM-T) 

June 14, 2007

Constant rumors around of a bust of of this company. He would own it, as a diversity to energy portfolio. Still represents a reasonable value even though parts of it's portfolio are in politically unstable areas of the world. Thinks $28-$30 in twelve months.
oil/gas
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Constant rumors around of a bust of of this company. He would own it, as a diversity to energy portfolio. Still represents a reasonable value even though parts of it's portfolio are in politically unstable areas of the world. Thinks $28-$30 in twelve months.
oil/gas
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Alan Blake

Portfolio , Smith Barney...

Price Price
$21.900
Owned Owned
Yes

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SELL
Sold most of their position. Will merge with it's corporate counterpart. Not much success with their drill bit.
oil/gas
0 0 0 0 0
0 comments
Sold most of their position. Will merge with it's corporate counterpart. Not much success with their drill bit.
oil/gas
0 0 0 0 0
0 comments
Alan Blake

Portfolio , Smith Barney...

Price Price
$9.290
Owned Owned
Yes

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TOP PICK
Significant upside from here. They've identified 800 to 1000 drill locations which they will use over then next two years. Risks are, commodity price risk, and seasonality in oil prices. Buy it for the long term.
oil/gas
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0 comments
Significant upside from here. They've identified 800 to 1000 drill locations which they will use over then next two years. Risks are, commodity price risk, and seasonality in oil prices. Buy it for the long term.
oil/gas
0 0 0 0 0
0 comments
Alan Blake

Portfolio , Smith Barney...

Price Price
$20.180
Owned Owned
Yes

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TOP PICK
Trading at a slight premium to it's peers, but has significant oil sands exposure, that isn't being valued in the price.
oil/gas
0 0 0 0 0
0 comments
Trading at a slight premium to it's peers, but has significant oil sands exposure, that isn't being valued in the price.
oil/gas
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Alan Blake

Portfolio , Smith Barney...

Price Price
$73.890
Owned Owned
Yes

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TOP PICK
A very strong management team. They've grown their business offshore, they've gone into France and Australia, and are adding barrels at half the cost of adding barrels in Canada.
oil/gas
0 0 0 0 0
0 comments
A very strong management team. They've grown their business offshore, they've gone into France and Australia, and are adding barrels at half the cost of adding barrels in Canada.
oil/gas
0 0 0 0 0
0 comments
Alan Blake

Portfolio , Smith Barney...

Price Price
$34.510
Owned Owned
Yes

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TOP PICK
Amgen Inc.(AMGN-Q) 

July 16, 2004

Under a cloud. Driven down because of generic drugs and imports from Canada. Medicare will be onerous. Powerful balance sheet.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Under a cloud. Driven down because of generic drugs and imports from Canada. Medicare will be onerous. Powerful balance sheet.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Alan Blake

Portfolio , Smith Barney...

Price Price
$55.730
Owned Owned
Yes

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TOP PICK
Coca-Cola Company(KO-N) 

July 16, 2004

Powerful balance sheet.
food processing
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Powerful balance sheet.
food processing
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Alan Blake

Portfolio , Smith Barney...

Price Price
$50.580
Owned Owned
Yes

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TOP PICK
Eli Lilly & Co.(LLY-N) 

July 16, 2004

Powerful balance sheet.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Powerful balance sheet.
biotechnology/pharmaceutical
0 0 0 0 0
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Alan Blake

Portfolio , Smith Barney...

Price Price
$66.300
Owned Owned
Yes

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TOP PICK
Powerful balance sheet.
other services
0 0 0 0 0
0 comments
Powerful balance sheet.
other services
0 0 0 0 0
0 comments
Alan Blake

Portfolio , Smith Barney...

Price Price
$16.990
Owned Owned
Yes

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