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

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

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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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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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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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2009-06-29

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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2009-09-21

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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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

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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

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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
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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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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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

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

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

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
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