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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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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