Stock Opinions by Allan Jacobs - Stockchase Experts
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Allan Jacobs @

On Stockchase since : Oct 2007

Director of Small-Cap Investments at Sprott Asset Management Inc.

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Allan Jacobs Latest Top Picks...

Stock Opinions by Allan Jacobs - Stockchase Experts

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DON'T BUY
Avalon Rare Metals Inc.(AVL-T) 

September 27, 2011

Rare earths in Northwest territories. A bit Expensive. Cap X is very high. There are always a lot of questions about the metallurgy of a lot of rare earth companies.
metal mines
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Rare earths in Northwest territories. A bit Expensive. Cap X is very high. There are always a lot of questions about the metallurgy of a lot of rare earth companies.
metal mines
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0 comments
Allan Jacobs

Director o, Sprott Asset Managem...

Price Price
$3.410
Owned Owned
No

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BUY
Glentel Inc.(GLN-T) 

September 27, 2011

Great "growth at a reasonable price" (GARP) company. Year-to-date, earnings are up about 60%. Very big in smart phone sales. Made a US acquisition of a Verizon retailer. Trading about 12X this year's earnings. Pays a dividend.
electrical/electronic
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0 comments
Great "growth at a reasonable price" (GARP) company. Year-to-date, earnings are up about 60%. Very big in smart phone sales. Made a US acquisition of a Verizon retailer. Trading about 12X this year's earnings. Pays a dividend.
electrical/electronic
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0 comments
Allan Jacobs

Director o, Sprott Asset Managem...

Price Price
$17.340
Owned Owned
Yes

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BUY
Canacol Energy Ltd.(CNE-T) 

September 27, 2011

Just announced reserves are up 60%-70%. Have about $.60 a share in cash. Supposed to cash flow about $.25 next year. Very cheap.
oil/gas
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Just announced reserves are up 60%-70%. Have about $.60 a share in cash. Supposed to cash flow about $.25 next year. Very cheap.
oil/gas
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0 comments
Allan Jacobs

Director o, Sprott Asset Managem...

Price Price
$0.680
Owned Owned
Yes

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HOLD
Premier Gold Mines(PG-T) 

September 27, 2011

Has been hammered recently. Very good company and very good management and are in very good projects.
metal mines
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0 comments
Has been hammered recently. Very good company and very good management and are in very good projects.
metal mines
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0 comments
Allan Jacobs

Director o, Sprott Asset Managem...

Price Price
$5.160
Owned Owned
Yes

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DON'T BUY
Extract high-value proteins from canola. Have had a lot of start-up problems and also had to raise money at $1 a share. Prefers buying stocks that have no problems.
Other Agricultural Products
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0 comments
Extract high-value proteins from canola. Have had a lot of start-up problems and also had to raise money at $1 a share. Prefers buying stocks that have no problems.
Other Agricultural Products
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0 comments
Allan Jacobs

Director o, Sprott Asset Managem...

Price Price
$0.360
Owned Owned
No

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BUY
Orbite Aluminae(ORT-T) 

September 27, 2011

Have a patented process to make high-grade alumina from clays in Québec. There is huge demand for alumina both from aluminum producers and for high purity alumina.. Has its risks. No sales or earnings yet. They keep moving forward and it is an interesting company.
Mining
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0 comments
Have a patented process to make high-grade alumina from clays in Québec. There is huge demand for alumina both from aluminum producers and for high purity alumina.. Has its risks. No sales or earnings yet. They keep moving forward and it is an interesting company.
Mining
0 0 0 0 0
0 comments
Allan Jacobs

Director o, Sprott Asset Managem...

Price Price
$1.960
Owned Owned
Yes

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BUY
Open Range Energy Corp.(ONR-T) 

September 27, 2011

Spinning off their oilfield services company. Gas company will be in 2 parts. Will be paying a dividend of $1.08. Buying this, you get the gas business for free.
oil/gas
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0 comments
Spinning off their oilfield services company. Gas company will be in 2 parts. Will be paying a dividend of $1.08. Buying this, you get the gas business for free.
oil/gas
0 0 0 0 0
0 comments
Allan Jacobs

Director o, Sprott Asset Managem...

Price Price
$9.400
Owned Owned
Yes

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COMMENT
Lake Shore Gold(LSG-T) 

September 27, 2011

Gold in northern Ontario. Had quite a few problems and operating costs are quite high. Looking quite interesting, because despite its problems, it has several million ounces in resource.
precious metals
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0 comments
Gold in northern Ontario. Had quite a few problems and operating costs are quite high. Looking quite interesting, because despite its problems, it has several million ounces in resource.
precious metals
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0 comments
Allan Jacobs

Director o, Sprott Asset Managem...

Price Price
$1.520
Owned Owned
No

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TOP PICK
Home Capital Group(HCG-T) 

September 27, 2011

Non-prime mortgage lending market. Have had ROE of over 20% 20 years in a row. EPS has grown 25% per annum compound. Trading at only 8X this year's earnings. Also pays a dividend.
investment companies/funds
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0 comments
Non-prime mortgage lending market. Have had ROE of over 20% 20 years in a row. EPS has grown 25% per annum compound. Trading at only 8X this year's earnings. Also pays a dividend.
investment companies/funds
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0 comments
Allan Jacobs

Director o, Sprott Asset Managem...

Price Price
$43.630
Owned Owned
Yes

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TOP PICK
Delphi Energy Corp.(DEE-T) 

September 27, 2011

Gas producer with some liquids. Gas is a tough market, but liquids does help a lot. Costs are very low. Have several properties that have much higher net backs than others. Huge inventory of wells to drill. Cheap.
oil/gas
0 0 0 0 0
0 comments
Gas producer with some liquids. Gas is a tough market, but liquids does help a lot. Costs are very low. Have several properties that have much higher net backs than others. Huge inventory of wells to drill. Cheap.
oil/gas
0 0 0 0 0
0 comments
Allan Jacobs

Director o, Sprott Asset Managem...

Price Price
$1.760
Owned Owned
Yes

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TOP PICK
Galane Gold Ltd.(GG-X) 

September 27, 2011

bought gold assets in Botswana from Iamgold (IMG-T). Was fairly high cost at $900 an ounce but negotiated a good price. Will earn its share price in less than 2 years. In production with 50,000 ounces a year. 6-7 year reserve life with a lot of exploration potential. Extremely cheap.
Mining
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bought gold assets in Botswana from Iamgold (IMG-T). Was fairly high cost at $900 an ounce but negotiated a good price. Will earn its share price in less than 2 years. In production with 50,000 ounces a year. 6-7 year reserve life with a lot of exploration potential. Extremely cheap.
Mining
0 0 0 0 0
0 comments
Allan Jacobs

Director o, Sprott Asset Managem...

Price Price
$0.950
Owned Owned
Yes

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PAST TOP PICK
Avion Gold(AVR-T) 

September 27, 2011

(A Top Pick Nov 24/09. Up 381.82%.) Still likes.
Mining
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0 comments
(A Top Pick Nov 24/09. Up 381.82%.) Still likes.
Mining
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0 comments
Allan Jacobs

Director o, Sprott Asset Managem...

Price Price
$2.060
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Nov 24/09. Down 55.92%.) Sold his holdings in early 2010.
Telecommunications
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(A Top Pick Nov 24/09. Down 55.92%.) Sold his holdings in early 2010.
Telecommunications
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Allan Jacobs

Director o, Sprott Asset Managem...

Price Price
$1.600
Owned Owned
No

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PAST TOP PICK
Angle Energy Inc(NGL-T) 

September 27, 2011

(A Top Pick Nov 24/09. Up 8.76%.)
oil/gas
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0 comments
(A Top Pick Nov 24/09. Up 8.76%.)
oil/gas
0 0 0 0 0
0 comments
Allan Jacobs

Director o, Sprott Asset Managem...

Price Price
$6.830
Owned Owned
Yes

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DON'T BUY
Lake Shore Gold(LSG-T) 

November 24, 2009

Very good gold company. Acquired West Timmins. Sold his holdings because he thought stock had gone up a lot and it may be a little ahead of itself.
precious metals
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0 comments
Very good gold company. Acquired West Timmins. Sold his holdings because he thought stock had gone up a lot and it may be a little ahead of itself.
precious metals
0 0 0 0 0
0 comments
Allan Jacobs

Director o, Sprott Asset Managem...

Price Price
$4.060
Owned Owned
No

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