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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Signal Opinion Expert Chart

2009-09-21

COMMENT
A Comment -- General Comments From an Expert 
Gold. All-time high was $1032 set about a year ago and he believes it will break through this. If it does it should continue up to the $1200-$1300.
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $0.020
Owned: Unknown

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2009-09-21

DON'T BUY
Aluminum Corporation of China (ACH-N)
Very large Chinese company with government ties. Enormous presence in the aluminum and industries. Looking to diversify their metals. Expect they will look for assets in Australia or Africa. Expect aluminium to come in the later part of the cycle and is not reacting that well at the moment.
non-base metal mining
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $28.970
Owned: Unknown

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2009-09-21

BUY
Aecon Group Inc (ARE-T)
(Market Call Minute.) Plays all the Junior E&C’s in Canada. Big beneficiary of Ontario road and infrastructure spending. Also oil sands coming back is a positive.
contractors
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $11.180
Owned: Unknown

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2009-09-21

STRONG BUY
Axia NetMedia (AXX-T (Private))
Rural Internet provider. Doesn't understand why it has been neglected. Continues to perform well and looks like they will have great opportunities for growth in Australia. Building Singapore network right now. Strong presence in Alberta. Cash flows are ramping. $35 million in cash.
computer software/processing
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $1.430
Owned: Yes

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2009-09-21

BUY
Bombardier Inc (B) (BBD.B-T)
(Market Call Minute.) Given industrial economic recovery, particularly on transportation and the airline side, it is probably a Buy.
transportation equip & components
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $4.670
Owned: Unknown

Must be logged in to use chart

2009-09-21

PAST TOP PICK
Bird Construction Income Fund (BDT-T)
(A Top Pick June 29/09. Up 22%.) Great infrastructure story that is going to continue to grow. Generated 114% ROE last year. Incredibly cheap. Great management. 6% yield. When they convert they will continue as a dividend paying Corp. with effectively the same yield.
REAL ESTATE
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $29.550
Owned: Yes

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2009-09-21

BUY
Bank of Nova Scotia (BNS-T)
(Market Call Minute.) Banks are still a Buy. Have more upside of perhaps 15%.
banks
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $47.830
Owned: Unknown

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2009-09-21

COMMENT
Caterpillar (CAT-N)
A lot of exposure to residential construction. Had some issues because of their finance arm but they managed to get through it okay but the ability of their customers to buy have had difficulty getting financing. Would prefer the dealership companies such as Toromont (TIH-T) or Finning (FTT-T). If you have a 5 or 10-year view it could be a good entry point.
machinery
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $52.460
Owned: No

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2009-09-21

PAST TOP PICK
Com Dev International Ltd. (CDV-T (Acquired)
(A Top Pick June 29/09. Down 7.3%.) Thought the growth margins would start gravitating back towards 30% and last quarter they did. If you X out all the unusual items they did about $.13. They will do about $.50 so this is one of the cheapest stocks out there.
Telecommunications
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.690
Owned: Yes

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2009-09-21

BUY
Cathedral Energy Services (CET-T)
Directional drilling services. In the last few weeks, with increased appetite for speculation in natural gas, these stocks have started to move. High ROE. He prefers Phoenix (PHX.UN-T).
oil/gas field services
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $3.650
Owned: No

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2009-09-21

BUY
Dell Computers (DELL-Q (Dead))
The whole PC supply chain appears to be on a major rebound. There's good demand for notebook computers and LCD screens that go with desktops. Has under performed Hewlett-Packard (HPQ-N). Have got a lot of the problems out of the way.
electrical/electronic
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $16.010
Owned: Yes

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2009-09-21

BUY
Eldorado Gold (ELD-T)
One of the highest margin gold companies globally. Did a large acquisition, which will grow their production profile. Very solid balance sheet. Believes gold will continue to go up and this company will benefit.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $12.350
Owned: Unknown

Must be logged in to use chart

2009-09-21

COMMENT
Finning Int (FTT-T)
South American mining exposure is more cyclical and more depressed than Toromont (TIH-T). Also their UK heavy equipment operation is experiencing a lot of competition right now.
wholesale distributors
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $16.910
Owned: No

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2009-09-21

TOP PICK
Foster Wheeler Corp. (FWLT-Q (Unliste)
Global engineering, construction and power equipment. Very exposed to energy, particularly in building refineries and petrochemical complexes. Builds the largest clean coal plants globally because of their technology. Had a lot of trouble when they acquired a lot of companies and created a lot of debt 6 - 7 years ago. Contracts are now starting to flow again.
contractors
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $33.940
Owned: Yes

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2009-09-21

BUY
Great West Lifeco (GWO-T)
(Market Call Minute.) Great long-term purchase. His preference is a shift from banks to insurance at this point.
insurance
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $25.900
Owned: Unknown

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2009-09-21

COMMENT
Iamgold Corp (IMG-T)
Top performer of the mid-cap golds out of the bottom of the market. Fixed a lot of their issues and have a very good growth profile. Also an attractive acquisition candidate. A little more expensive so would prefer an Eldorado (ELD-T) to this one.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $15.090
Owned: Unknown

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2009-09-21

BUY
Imperial Oil (IMO-T)
If you are looking for a great long-term stock, this has one of the best records in the oil patch. Very well run. Have a growth path that is looking pretty good. Building the Kearl project, and integrated oil sands project. He would slightly prefer Suncor (SU-T) but you can't go wrong with either one. A long-term play. 1% yield.
integrated oils
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $41.340
Owned: Unknown

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2009-09-21

BUY
ING Groep NV (ING-N)
Went through a harrowing experience last fall. Had some issues distressed balance sheets. Sold off their ING Canada holdings. Given the run on pure banks, insurance companies might be better opportunities at this time.
investment companies/funds
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $16.620
Owned: No

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2009-09-21

WAIT
Johnson & Johnson (JNJ-N)
(Market Call Minute.) Probably not a Buy for the next 3 or 4 months but longer-term it would be a buy.
biotechnology/pharmaceutical
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $60.670
Owned: Unknown

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2009-09-21

BUY
Labrador Iron Ore Royalty (LIF-T)
Owns a 7% overriding royalty interest in Iron Ore Company of Canada as well as a 15% direct interest. Distribution is sustainable and shouldn't be affected by their current version to a corporation. 5.3% yield.
Financial Services
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $37.750
Owned: Yes

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2009-09-21

COMMENT
Las Vegas Sands Corp. (LVS-N)
(Market Call Minute.) Has done the majority of its work to the upside. Still positive on the refinancing of their debt.
entertainment services
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $18.640
Owned: Unknown

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2009-09-21

BUY
Methanex Corp (MX-T)
With the energy complex doing very well, methanol pricing has been looking a lot better. Assets in South America makes it low cost producer.
chemicals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $19.260
Owned: No

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2009-09-21

BUY
Opti Canada Inc. (OPC-T (Dead))
Oil sands with a 40-year project life. Built and in its ramp phase. There are complications as you get to the ramp phase. Just did an overhaul of their water and injection facility and over the next few weeks he expects they will be back on track. Had some balance sheet issues that they resolved with an equity issue. Very volatile.
integrated oils
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.200
Owned: Yes

Must be logged in to use chart

2009-09-21

BUY
Phoenix Energy Services (PHX-T)
Directional drilling services. In the last few weeks, with increased appetite for speculation in natural gas, these stocks have started to move. High ROE.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $7.450
Owned: Yes

Must be logged in to use chart

2009-09-21

BUY
Pacific Exploration & Production. (PRE-T (Unlisted)
Columbia is one of the better South American countries to do business with these days. Korean and Chinese companies are sniffing around Columbia and there is a high probability of an acquisition.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $13.160
Owned: Yes

Must be logged in to use chart

2009-09-21

PAST TOP PICK
Storm Exploration Inc. (SEO-T (Dead))
(A Top Pick June 29/09. Up 20.5%.) In the Montney region and one of the best shale gas plays in North America. Have Storm Ventures Int., which may go public and they have Horn River as well.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $14.150
Owned: Yes

Must be logged in to use chart

2009-09-21

BUY
San Gold Corporation (SGR.H-X (Delist)
43101, a validation of what they say they have by a 3rd party., is coming up. Have also found a lot of very interesting new veins, post the 43101 calculations that won't be factored in.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.980
Owned: Unknown

Must be logged in to use chart

2009-09-21

TOP PICK
Sociedad Quimica Y Minera (SQM-N)
Based in Chile. Largest, lowest cost producer of potassium nitrate, lithium carbonate and iodine. Potassium nitrate is more valuable and stable than potash and very important fertilizing. Lithium carbonate used for powering small electronics and possibly future electric vehicles. Iodine is needed for medical purposes, especially radiation treatment. Possible takeover target.
chemicals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $39.100
Owned: Yes

Must be logged in to use chart

2009-09-21

BUY
Suncor Energy Inc (SU-T)
One of the best stocks to own in Canada over the next 3 to 5 years given the combination between Suncor and PetroCanada, asset sales and the focus on their oil sands operation.
integrated oils
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $38.630
Owned: Unknown

Must be logged in to use chart

2009-09-21

TOP PICK
Sodexo (SW-FP)
(French exchange) French outsource catering services and facility management. Also has a voucher business. It is important to have secular growth companies in any portfolio. Grows year in, year out regardless of the economic cycle.
food services
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $0.010
Owned: Yes

Must be logged in to use chart

2009-09-21

BUY
Toromont Industries (TIH-T)
Incredibly cheap. Looking at the 22-year dividend history is one of the best dividend growers in Canada. Very predictable stream of growth. 2.6% yield.
machinery
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $23.030
Owned: Yes

Must be logged in to use chart

2009-09-21

BUY
Tata Motors Ltd. (TTM-N)
Indian automobiles. Very well run company. Recently bought Jaguar and Land Rover and looking to revitalize those brands. Leadership company. Not that expensive.
Automotive
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $12.800
Owned: No

Must be logged in to use chart

2009-09-21

BUY
WSP Global Inc. (WSP-T)
Good infrastructure play. Likes the way they run their business. More on the front-end engineering and design. Cheap.
Business Services
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $25.950
Owned: Yes

Must be logged in to use chart

2009-06-29

BUY
Absolute Software Corp. (ABT-T)
World-class technology company. LoJack software is embedded in the CPU and also has a software agent, which allows a stolen laptop to be located and secured. Have been signing international agreements. Strong balance sheet.
computer software/processing
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $5.350
Owned: Yes

Must be logged in to use chart

2009-06-29

SELL
Addax Petroeum Corp. (AXC-T (Dead))
Being acquired and most of the money has already been made. If you owned, it might be a good time to take some money off the table.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $49.500
Owned: Unknown

Must be logged in to use chart

2009-06-29

HOLD
Bombardier Inc (B) (BBD.B-T)
(Market Call Minute.) Great company. You have to absolutely believe in economic recovery as well as the aerospace sector, which is probably premature.
transportation equip & components
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $3.490
Owned: Unknown

Must be logged in to use chart

2009-06-29

TOP PICK
Bird Construction Income Fund (BDT-T)
Diversification across Canada. Great operational performance and good profitability metric over time. 7.5% yield is expected to be maintained through conversion in 2011. Payout ratio is around 35%. Phenomenal balance sheet.
REAL ESTATE
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $24.500
Owned: Yes

Must be logged in to use chart

2009-06-29

COMMENT
Birchcliff Energy Ltd. (BIR-T)
Natural gas in the Montney shale formation. Lots of reserves and recently raised some cash to develop them. Will probably get acquired.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $6.040
Owned: Unknown

Must be logged in to use chart

2009-06-29

TOP PICK
Com Dev International Ltd. (CDV-T (Acquired)
(A Top Pick Feb 6/07. Down 53.16%.) Sold his holdings but bought back in Jan/09 because prospects for satellite recovery cycle are very good. Good diversification between government, military and commercial space. Great growth in backlog. Good margins.
Telecommunications
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.880
Owned: Yes

Must be logged in to use chart

2009-06-29

BUY
Centamin Egypt (CEE-T)
One of the new gold producers. Things are very positive on this name in the short and medium term. Pretty good resource.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $1.690
Owned: No

Must be logged in to use chart

2009-06-29

COMMENT
Connacher Oil and Gas (CLC-T)
(Market Call Minute.) Was able to raise money at a 15% discount a few weeks ago but there are others more interesting to him than this.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $0.930
Owned: Unknown

Must be logged in to use chart

2009-06-29

BUY on WEAKNESS
Cyberplex Inc (CX-T (Dead))
(Market Call Minute.) Massively ahead of itself.
consulting
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $1.700
Owned: Unknown

Must be logged in to use chart

2009-06-29

BUY
Equinox MineralsLtd. (EQN-T (Dead))
Copper in Zambia. One of the best global plays in copper. Expect it will be acquired.
metal mines
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.840
Owned: Yes

Must be logged in to use chart

2009-06-29

COMMENT
Itron Inc. (ITRI-Q)
A leader in smart meters technology for smart grid technology.
electrical/electronic
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $55.410
Owned: Yes

Must be logged in to use chart

2009-06-29

HOLD
China Life Insurance (LFC-N)
Chinese financials have generally been looking a lot better. They did not suffer from the poor lending practices like other countries. This one has great potential. If you have a 3 or 5-year outlook, continue to Hold.
insurance
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $56.210
Owned: Unknown

Must be logged in to use chart

2009-06-29

WATCH
Lake Shore Gold (LSG-T (Acquired)
60% owner of a property in the Timmins Camp that showed the best drill hole there almost ever. Needs to see a few more holes.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.880
Owned: Unknown

Must be logged in to use chart

2009-06-29

BUY
MagIndustries Corp. (MAA-T (Delisted)
(Market Call Minute.) Probably a Buy given that the Chinese bought in at $.70.
other mines
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $0.600
Owned: Unknown

Must be logged in to use chart

2009-06-29

DON'T BUY
Miranda Technologies Inc. (MT-T (Dead))
Cheap but relative to its main competitors it has not performed nearly as well and their respective IPOs. A lot of volatility in earnings. Low advertising has also affected them.
computer software/processing
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $4.350
Owned: Unknown

Must be logged in to use chart

2009-06-29

COMMENT
Newmont Mining (US) (NEM-N)
Hasn't been a great performer. Have ties to consumer electronics with its rare earth metals zirconium businesses as well as its neo-powders for magnets. Over $41 million US in cash. Earnings estimates have been coming up nicely. He tends not to play these businesses because of a lack of long-term value creation.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $42.330
Owned: No

Must be logged in to use chart

2009-06-29

COMMENT
Opti Canada Inc. (OPC-T (Dead))
Offered shares at less than the going price last week. TSX stopped but he thinks the deal will still go though. The deal will ensure the company has adequate funds to ramp up production, which should peal out around Nov-Dec. If the deal goes through then the stock will be a Buy.
integrated oils
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $1.990
Owned: Unknown

Must be logged in to use chart

2009-06-29

BUY on WEAKNESS
Precision Drilling (PD-T)
Got sufficient financing but now has to wait out the low level of drilling activity to start moving back up again. Great equipment and a very strong market presence. Expecting a corrective phase through the summer.
oil/gas field services
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $5.770
Owned: Unknown

Must be logged in to use chart

2009-06-29

BUY
Pan Orient Energy (POE-X)
(Market Call Minute.) Given that money is going to be recycled out of recent purchases by foreigners, these kinds of names are going to be the best beneficiaries of this.
Oil and Gas (Integrated Oils)
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $5.780
Owned: Unknown

Must be logged in to use chart

2009-06-29

DON'T BUY
Questerre Energy (QEC-T)
Shale gas in Quebec. Results have been encouraging and long-term prospects are very good. Such an early stage and with no infrastructure it could take some time, possibly 8 to 10 years. Speculative. (See Top Picks.)
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $1.490
Owned: Unknown

Must be logged in to use chart

2009-06-29

SELL
Quarterhill Inc (QTRH-T)
(Market Call Minute.) Ahead of itself. Not a big fan of the business model where they raise money for legal fees.
electrical/electronic
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.290
Owned: Unknown

Must be logged in to use chart

2009-06-29

COMMENT
RuggedCom Inc. (RCM-T (Dead))
One of the poster children for smart grid technology in North America.
electrical/electronic
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $27.500
Owned: Unknown

Must be logged in to use chart

2009-06-29

TOP PICK
Storm Exploration Inc. (SEO-T (Dead))
One of the leading natural gas stocks over the last 12 months. Located in Montney and Horn River B.C. Great management. Probably acquired within the next couple of years.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $11.800
Owned: Yes

Must be logged in to use chart

2009-06-29

BUY
San Gold Corporation (SGR.H-X (Delist)
The Rice Lake opportunity, near the Red Lake camp has a lot of years left in it.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.360
Owned: Yes

Must be logged in to use chart

2009-06-29

BUY
Suncor Energy Inc (SU-T)
Very opportunistic in purchasing PetroCan (PCA-T). This is going to be a big long-term plus. The cash flow will help them in financing for developing their long-term oil sands projects.
integrated oils
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $35.400
Owned: Unknown

Must be logged in to use chart

2009-06-29

PAST TOP PICK
Sceptre Investment Council Ltd (SZ-T (Dead))
(A Top Pick Feb 6/07. Down 42.43%.) Wealth management. You need to find companies with good strong track record of performance, relationship with the clients and ability to attract new business.
investment companies/funds
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $5.490
Owned: Unknown

Must be logged in to use chart

2009-06-29

PAST TOP PICK
Toromont Industries (TIH-T)
(A Top Pick Feb 6/07. Up 4.26%.) This is one you just put in your portfolio and forget about it. They run a fantastic business. Ideal play on infrastructure spending in Canada. Also have a play on unconventional natural gas extraction.
machinery
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $24.320
Owned: No

Must be logged in to use chart

2009-06-29

HOLD
UTS Energy (UTS-T (Dead))
(Market Call Minute.) There is still uncertainty as to Teck Resources (TCK.B-T) ability to get the project off the ground.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $1.600
Owned: Unknown

Must be logged in to use chart

2009-06-29

COMMENT
WesternZagros Resources Ltd. (WZR-X (Dead)
Have assets in Kurdistan. Regional government signed an agreement to export oil out of the country. Speculative. Little bit ahead of itself in terms of fundamentals, but if you believe this country is going to be an oil-producing power, this is an interesting way to play it.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $1.610
Owned: Unknown

Must be logged in to use chart

2008-07-23

DON'T BUY
Athabasca Potash Inc. (API-T (Dead))
Development potash play in Saskatchewan around the main camps of Potash (POT-T) and Monsanto (MON-N). Managed to find a lease that had not been renewed by Potash Corp. Problem: development is 8 to 10 years with costs in the billions. Now a “show me” story.
other mines
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $6.330
Owned: No

Must be logged in to use chart

2008-07-23

BUY
Bronco Energy (BCF-T (Dead))
Had experienced some delays and facilitate constraints in production. The play itself makes a lot of sense. Could get to $15-$16 on success of execution. If you believe in heavy oil and the differential, which is very narrow right now, management is one of the better ones.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $11.500
Owned: Yes

Must be logged in to use chart

2008-07-23

TOP PICK
Bird Construction Income Fund (BDT-T)
Big play on the oil sands and this may be why it is going down. Well diversified engineering/construction company. Grew its earnings 218% last quarter and trades at 8.5X earnings. Margins have gone up 50%. Top quality management team. 4% yield. Exceptionally cheap.
REAL ESTATE
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $39.000
Owned: Yes

Must be logged in to use chart

2008-07-23

BUY
Bankers Petroleum (BNK-T (Dead))
Management has a good record of dealing with challenging resource plays. Have a play in Albania. Looking hard at this one right now.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $1.340
Owned: No

Must be logged in to use chart

2008-07-23

COMMENT
Cypress Development Corp. (CYP-X)
In the Red Lake camp where there has been a lot of excitement because of what Gold Eagle (GEA-T) discovered. Have been pulling some very high-grade holes. He prefers Premier Gold (PG-T), Rubicon Minerals (RMX-T) and San Gold (SGR-X). A little early and speculative names are not working well in this market.
metal mines
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $0.265
Owned: No

Must be logged in to use chart

2008-07-23

STRONG BUY
Equinox MineralsLtd. (EQN-T (Dead))
Only so many world-class copper assets coming to production in the next 6 to 12 months. Had a setback with a fire but there is no recourse or issue for them as it is on the balance sheet of their contracting partner. Probably into production in November or December.
metal mines
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $3.810
Owned: Yes

Must be logged in to use chart

2008-07-23

BUY
Premier Gold Mines (PG-T)
Trades at 1/17th the price of Cypress Development (CYP-X) but has a lot of prospective land.
metal mines
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.590
Owned: Yes

Must be logged in to use chart

2008-07-23

BUY
Petrominerales Ltd. (PMG-T (Dead))
A Columbia subsidiary of Petrobank (PBG-T) and is one of his favourites in Western Canada. Good political changes and reforms. Have enormous prospects in an enormous amount of land.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $12.540
Owned: No

Must be logged in to use chart

2008-07-23

TOP PICK
Storm Exploration Inc. (SEO-T (Dead))
Unconventional gas in northeast B.C. is the most exciting area, almost in North America. Probably the next take-out area. Great management team. Have a ton of acreage. 330 BCF on just 9 sections and they have 90. Massively undervalued.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $17.100
Owned: Yes

Must be logged in to use chart

2008-07-23

BUY
San Gold Corporation (SGR.H-X (Delist)
Has started to move. Have been pulling some great holes.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $1.740
Owned: Yes

Must be logged in to use chart

2008-07-23

COMMENT
Sino-Forest Corp (TRE-T)
Had a lot of speculative interest and got ahead of where it should be. Strong land position in China. Balance sheet is fine. Forest sector overall has been weak. Thinks Chinese and Indian markets are probably bottoming out.
east coast forestry
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $14.560
Owned: Unknown

Must be logged in to use chart

2008-07-23

COMMENT
Western Gold Fields (WGI-T)
Producing mine in Nevada. 28,500 ounces of production last quarter and are on track to do 135,000-145,000. Short reserve life but have a lot of prospective acreage. Smaller producers have less scale and are hit hard by fuel costs so the stock is down.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.100
Owned: No

Must be logged in to use chart

2008-07-23

BUY
Western Wind Energy (WND-X (dead))
Wind power has some merit in the right areas of the world. This one is based in California. Their main project is coming on at 120 MW in the next few months. Will be expanding their other ones and have another 400 MW in the pipeline. NAV is $3.30.
electrical utilities
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.700
Owned: Yes

Must be logged in to use chart

2008-04-23

DON'T BUY
AltiusMinerals Corp (ALS-T)
A holding company for investments on the Come by Chance refinery. Also have a significant investment in Aurora Energy (AXU-T), which has had a moratorium by the Inuit's on it.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $13.560
Owned: Unknown

Must be logged in to use chart

2008-04-23

COMMENT
Baffinland Iron Mines Corp. (BIM-T (Dead))
Iron ore is a very hot commodity. This company has an enormous world-class resource in Nunavut. Looking for a plan to develop this property. Have raised $198 million. Should see some feasibility results in the next quarter. Have a challenge to build a 145 km rail line over 200 segments of water as well as permafrost. Interesting.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $3.170
Owned: No

Must be logged in to use chart

2008-04-23

BUY on WEAKNESS
Bankers Petroleum (BNK-T (Dead))
Looking at developing some Eastern European plays. Management team is proven. A little over extended in the short run, but he is watching. Look for entry points in the $1.25/$1.35 range.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $1.640
Owned: No

Must be logged in to use chart

2008-04-23

DON'T BUY
Breakwater Resources (BWR-T (Dead))
Likes the long-term prospects. Have some great assets with high leverage to zinc prices. In the next 6 months he is not expecting a lot from zinc prices as there has been some supply side response and he would prefer copper.
metal mines
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $0.900
Owned: Yes

Must be logged in to use chart

2008-04-23

DON'T BUY
Enablence Technologies Inc. (ENA-X)
Able to integrate a lot of optical components onto one chip solution at very low cost. Acquiring Wave7 Optics, which potentially puts them in competition with their customers. Not sure this is going to be a successful move. Trading at 64X 09 earnings, so it is not cheap. Speculative. Below $1 would be an interesting entry point.
computer software/processing
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $1.400
Owned: No

Must be logged in to use chart

2008-04-23

HOLD
Gold Eagle Mines Ltd. (GEA-T)
Have very good analogues to the Red Lake Camp for Goldcorp (G-T). Thinks that gold stocks overall are going to be pulling back for the next 3 to 6 months so there may be some weakness.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $8.550
Owned: Yes

Must be logged in to use chart

2008-04-23

TOP PICK
Phoenix Energy Services (PHX-T)
Their technology and directional drilling capabilities allows companies to access prospects economically. Average ROE is 29% over the last 5 years. Just raised their distribution 31%. Try to get this in the $12 to $12.50 range.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $14.750
Owned: Yes

Must be logged in to use chart

2008-04-23

TOP PICK
Quadra FNX Mining Ltd (QUX-T (Dead))
Copper is the metal that he has the most constructive view on. There hasn't been a proper supply side response and demand continues to grow. This one is based in the US, so does not have political risks. Has gold as a by-product.
metal mines
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $24.000
Owned: Yes

Must be logged in to use chart

2008-04-23

HOLD
San Gold Corporation (SGR.H-X (Delist)
Thinks that gold stocks overall are going to be pulling back for the next 3 to 6 months. Continuing to find high-grade zones. Have very good analogues to the Red Lake Camp for Goldcorp (G-T) so you may see some weakness.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $1.300
Owned: Yes

Must be logged in to use chart

2008-04-23

DON'T BUY
Timminco Ltd. (TIM-T (De-Liste)
A controversial stock. Have yet to deliver a full quarter of production with their new high-grade silicon process. Analysts haven't had a lot of access to see if their process is real. Fully priced.
misc industrial products
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $21.600
Owned: No

Must be logged in to use chart

2008-02-06

BUY
Axia NetMedia (AXX-T (Private))
Bit of a telecom play as well as a infrastructure play. Built a fibre-optic IP network in Alberta called the SuperNet with a 10-year guaranteed Alberta government contract. Guarantees $38 million in revenue per year and they can also do some other value added services and resell to other people which generates about $.25 to $.30 in earnings. Have also gone into areas where services are needed for rural fibre optic solutions. Also looking into Australia and Singapore. Has been oversold.
computer software/processing
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.800
Owned: Yes

Must be logged in to use chart

2008-02-06

TOP PICK
Cervus Euipment Corp. (CERV-T)
A consolidator of John Deere dealerships, J. P. Construction Equipment and Bobcat in Western Canada. Acquiring at 3X to 4X pre-tax earnings. Many owners are getting older with no exit strategy. Larger operating organization gives better synergies, buying power and natural operating leverage. At 9.2X earnings, with growth rates accelerating north of 20% and a 6% distribution, it presents a great opportunity.
misc consumer products
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $19.400
Owned: Yes

Must be logged in to use chart

2008-02-06

TOP PICK
Chinook Energy Inc (CKE-T)
Natural gas. There is a major draw down on Canadian inventory supplies by the US because LNG imports from Europe have dropped off. Natural gas prices look like they are having an upward tendency. Even if they don't, this company should do well.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $5.690
Owned: Yes

Must be logged in to use chart

2008-02-06

DON'T BUY
Eldorado Gold (ELD-T)
Really likes their assets and the management team but their problem in Turkey is a real risk. The negotiations could drag on and on.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $6.100
Owned: No

Must be logged in to use chart

2008-02-06

COMMENT
Gennum (GND-T (dead))
Specialty semiconductor manufacturer. Struggled for the last few years. Just did a major restructuring on 3 areas 1) video transport 2) data communications and 3) image processors. Just reported an OK quarter. Expenses were a little heavy and Cdn$ impacted them. He's a growth manager and has not seen it in this company yet.
electrical/electronic
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $10.480
Owned: No

Must be logged in to use chart

2008-02-06

BUY
IBI Group (IBG-T)
(Ed. BNN screen showed IBI Corp (IBI-X), a gold company, but is obviously wrong.)Professional services and consulting engineering firm, very much tied to global infrastructure such as urban development, transportation, systems design etc. Very high EBITDA margins. Like this whole area. Cheap relative to competitors.
Business Services
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $20.700
Owned: Yes

Must be logged in to use chart

2008-02-06

BUY on WEAKNESS
Red Back Mining Inc (RBI-T (Dead))
Sold some of his holdings at around $8.60 expecting golds to have a bit of a pullback, which is what is happening right now. Would buy in the low $7.00's. They've had great exploration results on their main property in Ghana. Their Tasiest mine in Mauritania is getting up to speed and their underground deposit is going to be producing by 4th quarter.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $7.900
Owned: Yes

Must be logged in to use chart

2008-02-06

STRONG BUY
San Gold Corporation (SGR.H-X (Delist)
2 mines running and a 3rd one coming on board. Exploration success that they are having a spectacular. Very close to Gold Corp. (G-T) main asset.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $1.370
Owned: Yes

Must be logged in to use chart

2008-02-06

STRONG BUY
Sandvine Corp. (SVC-T (Dead))
Internet traffic cop. Great company. Technology market has had some struggles in the last few months. Guided lower in December, which caught everyone by surprise. A lot of cable and DSL companies need this technology. Announced some very significant contracts on the wireless front, a new market area for them.
computer software/processing
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $3.760
Owned: Yes

Must be logged in to use chart

2007-12-12

BUY on WEAKNESS
Arise Technologies Corporation (APV-T (Dead))
Solar space and alternative energies. Recently raised some money and in the process of building a solar cell plant in Germany to be opened in the middle of 08. Also have technology to give solar cells 18% efficiencies versus the current standard of 15%. Solar silicon can be a risk for them. He has tended to stick with bigger companies and hydropower and LED technology. Too expensive for him.
other services
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.080
Owned: No

Must be logged in to use chart

2007-12-12

WEAK BUY
Global Railway Industries (GBI-T (Dead))
Plays on the infrastructure/capital-spending theme that will drive a lot of stocks over the next 5 years. Buying small private businesses such as train brakes, undercarriages, doors, etc. for rails. Thin margins but they seem to be doing OK. Prefers Greenbriar (GBX-N). Rails have been under spending on capital and this has to be resolved in the next few years.
transportation equip & components
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $4.590
Owned: No

Must be logged in to use chart

2007-12-12

TOP PICK
Katanga Mining Ltd. (KAT-T)
Very constructive on copper. Based in the Congo, which has the best global copper resources. Recently was the subject of a hostile takeover, the stock spiked and then fell back to $12 after the offer failed. Recently a merger with Nikanor Mining. By 2011 this will become the world's 4th largest copper producer and the world's largest cobalt producer. Combined, it will be worth $23.
metal mines
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $16.930
Owned: Yes

Must be logged in to use chart

2007-12-12

HOLD
Petrolifera Petroleum Ltd. (PDP-T (Dead))
Have been having some interesting discoveries in Argentina. Struggled this year because of lower success in exploration and Argentina legislative issues towards oil/gas. Prefers others such as Oilexco (OIL-T), Pan Orient (POE-X) and TriStar Oil (TOG-T).
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $10.300
Owned: No

Must be logged in to use chart

2007-12-12

COMMENT
Points International Ltd. (PTS-T)
An exchange for N.A. loyalty points program. Have recently been signing contracts and has done incredibly well lately. At these levels he would have to do some evaluations. Has a high growth profile.
other services
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $3.880
Owned: No

Must be logged in to use chart

2007-12-12

TOP PICK
Red Back Mining Inc (RBI-T (Dead))
A 2-project company. Recently purchased a gold mine in Mauritania. This is the one of the Lundin (LUN-T) companies. Finding a lot of high-grade deposits in Uganda. Thinks they can do about $.50 on a cash flow basis next year.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $6.380
Owned: Yes

Must be logged in to use chart

2007-12-12

DON'T BUY
Royal Laser (RLC-T (Dead))
2 business, Venture Steel, a steel distribution company and a fabrication business for retail and automotive. Has struggled with low utilization levels of its capacity and has taken on an inordinate amount of debt. End market demand is also weaker. Fairly valued.
Automotive
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $0.640
Owned: No

Must be logged in to use chart

2007-12-12

STRONG BUY
San Gold Corporation (SGR.H-X (Delist)
Gold producer. A favourite of his company’s precious metal specialist. Under recognized by the market. 80 kilometres away from the Red Lake camp, one of the most prolific gold camps in the world. Have been discovering more gold in the area. Expect they will ramp production over the next couple of years.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $1.360
Owned: Yes

Must be logged in to use chart

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

Must be logged in to use chart

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

Must be logged in to use chart

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

Must be logged in to use chart

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

Must be logged in to use chart

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

Must be logged in to use chart

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

Must be logged in to use chart

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

Must be logged in to use chart

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

Must be logged in to use chart

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

Must be logged in to use chart

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

Must be logged in to use chart

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

Must be logged in to use chart

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

Must be logged in to use chart

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

Must be logged in to use chart

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

Must be logged in to use chart

2007-02-06

DON'T BUY
Quarterhill Inc (QTRH-T)
Patents not only cover wireless space but also broadband over power lines space. This is potentially a large opportunity. Signed a very high profile agreement with Nokia (NOK-N). Stock is a little ahead of itself.
electrical/electronic
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $6.500
Owned: No

Must be logged in to use chart

2007-02-06

DON'T BUY
Saxon Energy Services (SES-T (Dead))
Very high quality management. Unfortunately, they got caught in a downdraft in the energy services market and were not able to do all the acquisitions they were hoping for. Would prefer a lower price.
oil/gas field services
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $4.110
Owned: No

Must be logged in to use chart

2007-02-06

BUY on WEAKNESS
Stella-Jones Inc. (SJ-T)
Make telephone poles and rare road ties. Strong customer base making them the dominant player. A boring old business that does its job very well. Good and consistent earnings growth. Would be a good buy on any pullbacks.
misc industrial products
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $31.980
Owned: No

Must be logged in to use chart
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