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


Signal Opinion Expert 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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Showing 61 to 75 of 124 entries
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