Opinions by Allan Jacobs | StockChase
61
Allan Jacobs

Director of Small-Cap Investments

ON STOCKCHASE SINCE Oct 2007

Sprott Asset Management Inc.


Opinions by Allan Jacobs



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Signal Opinion Expert Chart

2007-10-30

WEAK BUY
Quarterhill Inc (QTRH-T)
He has a small position in this stock. He thinks it is okay but wouldn't have a huge chunk in it. He likes it but doesn't love it. It is a good company and they like the management, but the stock is volatile.
electrical/electronic
Allan Jacobs

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

Price: $3.800
Owned: Yes

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2008-08-27

WEAK BUY
Sabretooth Energy Ltd. (SAB-T)
Basically oil/gas producer that it was going to sell most of its production and focus on the Montney region where they have very large properties and some very interesting high potential areas. Unfortunately they haven't sold as much as they wanted to. If things work out this is going to be a huge winner.
oil/gas
Allan Jacobs

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

Price: $1.990
Owned: Yes

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2007-10-30

VAGUE
Pacific Stratus Energy Limited (PSE-T)
He has followed this since $3. He does own some. It is a very volatile stock now. Management is good. It is suitable but it is dependable on exploration success.
oil/gas
Allan Jacobs

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

Price: $13.900
Owned: Yes

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2009-11-24

TOP PICK
Avion Gold (AVR-T (Dead))
Started in Mali with a gold mine and will do about 50,000 ounces this year with a run rate of about 85,000-90,000 ounces. Trades at about .6X asset value and about 3X next year's cash flow. Huge exploration potential.
Mining
Allan Jacobs

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

Price: $0.440
Owned: Yes

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2007-10-30

TOP PICK
Blue Note Mining (BNT.H-X (Unlist)
Blue Note Mining is a penny stock. It is a zinc and lead mining producer. It is a significant producer. At current prices of lead they should be extremely profitable. They like it a lot. Bought it at 55 cents.
metal mines
Allan Jacobs

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

Price: $0.560
Owned: Yes

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2008-08-27

TOP PICK
Cal-Maine Foods Inc. (CALM-Q)
Egg prices have gone up very substantially in the US because of fewer hens per cage. Company has had huge earnings growth. Trading at 6X trailing earnings. Pays about a 5% dividend yield. Extremely good value.
food processing
Allan Jacobs

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

Price: $40.280
Owned: Yes

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2009-11-24

TOP PICK
Com Dev International Ltd. (CDV-T (Acquired)
Manufactures space hardware subsystems. World leader in the commercial market for communications satellites. Business is growing and backlog is improving. Winning quite a few new contracts. Also have a system for tracking ships. Expecting a number of government contracts, both US and Canada.
Telecommunications
Allan Jacobs

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

Price: $3.630
Owned: Yes

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2009-09-10

TOP PICK
Canacol Energy Ltd. (CNE-T)
Colombian and Brazilian oil producer at about 2000 barrels a day. Should triple that in about 6 months. Very low valuation relative to NAV. Less than 3X next year's cash flow. Have 10% interest in a big heavy oil discovery with the other 90% owned by Chinese.
oil/gas
Allan Jacobs

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

Price: $0.340
Owned: Yes

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2008-08-27

TOP PICK
Le Chateau Inc. (A) (CTU-X)
Specialty retail clothing. Earnings were up 34% last year. Very flexible and can quickly handle changes in the marketplace. Yield of 4.6%. Pretty safe stock with upside.
clothing stores
Allan Jacobs

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

Price: $13.600
Owned: Yes

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2011-09-27

TOP PICK
Delphi Energy Corp. (DEE-T)
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
Allan Jacobs

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

Price: $1.760
Owned: Yes

Must be logged in to use chart

2011-09-27

TOP PICK
Galane Gold Ltd. (GG-X)
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
Allan Jacobs

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

Price: $0.950
Owned: Yes

Must be logged in to use chart

2009-09-10

TOP PICK
Glentel Inc. (GLN-T (Dead))
2-way wireless radios. Wireless Wave is there large retail division and they also sell to Costco. Doing extremely well because of the iPhone, smart phone, Blackberries. Trades at a single digit PE multiple. 2.5% yield. Could be a takeover.
electrical/electronic
Allan Jacobs

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

Price: $14.300
Owned: Yes

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2007-10-30

TOP PICK
Home Capital Group (HCG-T)
Company has grown 36% a year over the last 13 years and the multiple has gone up. It is a great company. It is an alternative lending company.Their loan losses are low. Gradually getting into lower risk commercial mortgages. Bought around 35.
investment companies/funds
Allan Jacobs

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

Price: $42.000
Owned: Yes

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2011-09-27

TOP PICK
Home Capital Group (HCG-T)
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
Allan Jacobs

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

Price: $43.630
Owned: Yes

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2009-11-24

TOP PICK
Angle Energy Inc (NGL-T (Dead))
Oil/gas and mainly gas with a lot of liquids producer in Western Canada. Excellent management. Very low findings/operating costs. Got hit when natural gas tanked. Will be using horizontal drilling. 2 big resource potentials, 1 in gas and 1 in oil. Recently made an acquisition.
oil/gas
Allan Jacobs

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

Price: $6.050
Owned: Yes

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