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
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

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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

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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

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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

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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

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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

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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

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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

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