Opinions by Alexander Lane, B Comm, C | StockChase
124
Alexander Lane, B Comm, C

Vice President & Portfolio Manager

ON STOCKCHASE SINCE Feb 2007

Dynamic Funds


Opinions by Alexander Lane, B Comm, C


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2007-02-06

DON'T BUY
Angiotech Pharmaceuticals (ANP-T (Dead))
Have been a lot of concerns on their stent products. As a result of this, they acquired a company that would give them revenue and earnings in the event the stents were pulled. Still a lot of risks.
biotechnology/pharmaceutical
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $8.580
Owned: No

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2007-02-06

TOP PICK
Com Dev International Ltd. (CDV-T (Acquired)
The last satellite cycle ended in 1997 sell a new cycle is starting. These are generally 3 to 7 years long.
Telecommunications
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $6.170
Owned: Yes

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2007-02-06

DON'T BUY
Certicom (CIC-T)
The frustration for this company has always been how are they going to translate a very brilliant encryption algorithm into revenues and profits. Most of the revenue has been generated through toolkits. They may have missed their window.
electrical/electronic
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $5.680
Owned: Yes

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2007-02-06

BUY
Clarke Inc. (CKI-T)
Buying out of favour businesses that they feel have an intrinsic value. An interesting portfolio play that has broadened them beyond the original trucking business. Good management.
Transportation
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $14.540
Owned: No

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2007-02-06

BUY
Dynatec Corp. (DY-T)
Likes what they were able to accomplish in bringing a partner on board to develop the Ambatovy project. A reasonably high grade deposit.
mining services
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.120
Owned: Yes

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2007-02-06

BUY
Equinox MineralsLtd. (EQN-T (Dead))
Feels that copper has been oversold and we are in a secular uptrend for commodities. Equinox Minerals (EQN-T) and Tenke Mining (TNK-T) are 2 of the most interesting copper development plays globally. This one has massive resources in Zambia.
metal mines
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $1.740
Owned: Yes

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2007-02-06

DON'T BUY
EEStor Corp (ESU-X)
Electric cars. The real story is the batteries that are in the car. They can be charged in 3 minutes. This company has an exclusive license for the battery up to 45 kg units. Alternative energy space is an interesting one, but you should only bet on what already works.
Automotive
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.880
Owned: No

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2007-02-06

BUY
FNX Mining Company (FNX-T(Dead))
Sudbury basin has one of the most prolific nickel assets in the world. This company has the ability to continue to discover veins along the footwall zone. Have had good success, but are just getting started.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $17.030
Owned: Yes

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2007-02-06

COMMENT
Falcon Oil & Gas (FO-X)
Natural gas play in Hungary. Resource is speculated at 55 trillion cubic feet. The risk is how deep the resource is as well as the economics of extraction. If they can succeed, the stock will be a massive home run, but there are a lot of execution risks.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.750
Owned: Unknown

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2007-02-06

HOLD
Imaging Dynamics Company (IDL-T (Dead))
Electronic imaging system. A lot of hospitals have not upgraded their systems in years. This company has had some issues with execution. Technology is sound and they have good development group and will probably find their way back, but he needs to see proof.
medical services
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.410
Owned: No

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2007-02-06

WAIT
Labrador Iron Mines Holdings Ltd. (LIM-T (Dead))
Had some issues last year with their Tati mine with production shortfalls. Recently sold his holdings. Feels that nickel has gone little too far, too fast and is expecting a pullback. Would buy in the $10-$11 range.
metal mines
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $13.100
Owned: No

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2007-02-06

BUY
Linear Gold Corp. (LRR-T (Dead))
Certain exploration gold stocks could have a very good year. This one fell off the map until about 3 or 4 months ago. Mexico project is going to be a good mineable resource. Good potential.
non-base metal mining
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $4.800
Owned: Unknown

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2007-02-06

BUY
Mag Silver Corp (MAG-T)
He likes silver. This company has a very high-grade silver prospect. Expects to see the stock go higher.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $8.350
Owned: Unknown

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2007-02-06

DON'T BUY
March Networks Corp (MN-T (Dead))
Has been a disappointment with its loss of the Wal-Mart contract. Doesn't have as much software as a component of their business as other companies. Very good technology.
other services
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $11.210
Owned: No

Must be logged in to use chart

2007-02-06

BUY
Plutonic Power Corp. (PCC-T (Dead))
Basically doing spillway hydro projects. Has a lot of potential.
electrical utilities
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $3.810
Owned: Yes

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