Alexander Lane, B Comm, C
Member since: Feb '07
Vice President & Portfolio Manager at
Dynamic Funds
Dynamic Funds
124 Opinions
Latest Top Picks
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.
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.
(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.
(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.
(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.
Signal
Opinion
Expert
Chart
TOP PICK
TOP PICK
September 21, 2009
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.
Show full opinionHide full opinion
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
TOP PICK
TOP PICK
September 21, 2009
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.
Show full opinionHide full opinionGlobal 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
TOP PICK
TOP PICK
September 21, 2009
(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.
Show full opinionHide full opinion(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
PAST TOP PICK
PAST TOP PICK
September 21, 2009
(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.
Show full opinionHide full opinion(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
PAST TOP PICK
PAST TOP PICK
September 21, 2009
(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.
Show full opinionHide full opinion(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
PAST TOP PICK
PAST TOP PICK
September 21, 2009
(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.
Show full opinionHide full opinion(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
BUY
BUY
September 21, 2009
Good infrastructure play. Likes the way they run their business. More on the front-end engineering and design. Cheap.
Show full opinionHide full opinionGood infrastructure play. Likes the way they run their business. More on the front-end engineering and design. Cheap.
Business Services
BUY
BUY
September 21, 2009
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.
Show full opinionHide full opinionOwns 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
BUY
BUY
September 21, 2009
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.
Show full opinionHide full opinionOil 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
BUY
BUY
September 21, 2009
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.
Show full opinionHide full opinionOne 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
COMMENT
COMMENT
September 21, 2009
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.
Show full opinionHide full opinionGold. 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.
COMMENT
COMMENT
September 21, 2009
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.
Show full opinionHide full opinionTop 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
COMMENT
COMMENT
September 21, 2009
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.
Show full opinionHide full opinionA 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
BUY
BUY
September 21, 2009
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.
Show full opinionHide full opinionIncredibly 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
COMMENT
COMMENT
September 21, 2009
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.
Show full opinionHide full opinionSouth 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
BUY
BUY
September 21, 2009
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.
Show full opinionHide full opinionWent 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
BUY
BUY
September 21, 2009
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.
Show full opinionHide full opinionIf 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
BUY
BUY
September 21, 2009
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.
Show full opinionHide full opinionOne 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
DON'T BUY
DON'T BUY
September 21, 2009
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.
Show full opinionHide full opinionVery 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
BUY
BUY
September 21, 2009
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.
Show full opinionHide full opinion43101, 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
BUY
BUY
September 21, 2009
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.
Show full opinionHide full opinionThe 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
STRONG BUY
STRONG BUY
September 21, 2009
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.
Show full opinionHide full opinionRural 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
BUY
BUY
September 21, 2009
Indian automobiles. Very well run company. Recently bought Jaguar and Land Rover and looking to revitalize those brands. Leadership company. Not that expensive.
Show full opinionHide full opinionIndian automobiles. Very well run company. Recently bought Jaguar and Land Rover and looking to revitalize those brands. Leadership company. Not that expensive.
Automotive
BUY
BUY
September 21, 2009
With the energy complex doing very well, methanol pricing has been looking a lot better. Assets in South America makes it low cost producer.
Show full opinionHide full opinionWith the energy complex doing very well, methanol pricing has been looking a lot better. Assets in South America makes it low cost producer.
chemicals
BUY
BUY
September 21, 2009
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.
Show full opinionHide full opinionColumbia 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
BUY
BUY
September 21, 2009
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).
Show full opinionHide full opinionDirectional 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
BUY
BUY
September 21, 2009
Directional drilling services. In the last few weeks, with increased appetite for speculation in natural gas, these stocks have started to move. High ROE.
Show full opinionHide full opinionDirectional 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
BUY
BUY
September 21, 2009
(Market Call Minute.) Banks are still a Buy. Have more upside of perhaps 15%.
Show full opinionHide full opinion(Market Call Minute.) Banks are still a Buy. Have more upside of perhaps 15%.
banks
WAIT
WAIT
September 21, 2009
(Market Call Minute.) Probably not a Buy for the next 3 or 4 months but longer-term it would be a buy.
Show full opinionHide full opinion(Market Call Minute.) Probably not a Buy for the next 3 or 4 months but longer-term it would be a buy.
biotechnology/pharmaceutical
COMMENT
COMMENT
September 21, 2009
(Market Call Minute.) Has done the majority of its work to the upside. Still positive on the refinancing of their debt.
Show full opinionHide full opinion(Market Call Minute.) Has done the majority of its work to the upside. Still positive on the refinancing of their debt.
entertainment services
BUY
BUY
September 21, 2009
(Market Call Minute.) Given industrial economic recovery, particularly on transportation and the airline side, it is probably a Buy.
Show full opinionHide full opinion(Market Call Minute.) Given industrial economic recovery, particularly on transportation and the airline side, it is probably a Buy.
transportation equip & components
BUY
BUY
September 21, 2009
(Market Call Minute.) Great long-term purchase. His preference is a shift from banks to insurance at this point.
Show full opinionHide full opinion(Market Call Minute.) Great long-term purchase. His preference is a shift from banks to insurance at this point.
insurance
BUY
BUY
September 21, 2009
(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.
Show full opinionHide full opinion(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
TOP PICK
TOP PICK
June 29, 2009
(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.
Show full opinionHide full opinion(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
TOP PICK
TOP PICK
June 29, 2009
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.
Show full opinionHide full opinionOne 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
TOP PICK
TOP PICK
June 29, 2009
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.
Show full opinionHide full opinionDiversification 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
PAST TOP PICK
PAST TOP PICK
June 29, 2009
(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.
Show full opinionHide full opinion(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
PAST TOP PICK
PAST TOP PICK
June 29, 2009
(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.
Show full opinionHide full opinion(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
BUY
BUY
June 29, 2009
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.
Show full opinionHide full opinionWorld-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
DON'T BUY
DON'T BUY
June 29, 2009
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.)
Show full opinionHide full opinionShale 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
COMMENT
COMMENT
June 29, 2009
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.
Show full opinionHide full opinionOffered 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
SELL
SELL
June 29, 2009
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.
Show full opinionHide full opinionBeing 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
COMMENT
COMMENT
June 29, 2009
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.
Show full opinionHide full opinionHasn'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
HOLD
HOLD
June 29, 2009
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.
Show full opinionHide full opinionChinese 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
BUY
BUY
June 29, 2009
The Rice Lake opportunity, near the Red Lake camp has a lot of years left in it.
Show full opinionHide full opinionThe Rice Lake opportunity, near the Red Lake camp has a lot of years left in it.
precious metals
COMMENT
COMMENT
June 29, 2009
Natural gas in the Montney shale formation. Lots of reserves and recently raised some cash to develop them. Will probably get acquired.
Show full opinionHide full opinionNatural gas in the Montney shale formation. Lots of reserves and recently raised some cash to develop them. Will probably get acquired.
oil/gas
BUY WEAKNESS
BUY WEAKNESS
June 29, 2009
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.
Show full opinionHide full opinionGot 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
WATCH
WATCH
June 29, 2009
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.
Show full opinionHide full opinion60% 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
DON'T BUY
DON'T BUY
June 29, 2009
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.
Show full opinionHide full opinionCheap 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
COMMENT
COMMENT
June 29, 2009
One of the poster children for smart grid technology in North America.
Show full opinionHide full opinionOne of the poster children for smart grid technology in North America.
electrical/electronic