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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2007-10-30

COMMENT
A Comment -- General Comments From an Expert 
He is diversified in all sectors, not heavily weighted in one area.
Allan Jacobs

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

Price: $0.020
Owned: No

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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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2007-10-30

HOLD
Falcon Oil & Gas (FO-X)
He has followed this stock since it was at 30 cents. The company has been struggling and spending a lot of money. It is a high risk and high potential company. Recommends to continue to hold if you own.
oil/gas
Allan Jacobs

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

Price: $0.570
Owned: No

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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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2007-10-30

HOLD
Oilexco Inc (OIL-X)
They like this company at Sprott. They have had great exploration in the North Sea and their production is growing. It is inexpensive. Stock will be a pretty good winner a year up.
oil/gas
Allan Jacobs

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

Price: $17.240
Owned: Yes

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2007-10-30

TOP PICK
Peerless Energy Inc. (PRY.A-T)
Just bought it at 4.80. It is an oil and gas company, primarily oil. It has had 100% drilling success. Royalty rights are still low on the new wells. Evaluation is low. It has pretty good value.
oil/gas
Allan Jacobs

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

Price: $5.200
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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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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2007-10-30

BUY
Roca Mines (ROK-X (Delisted)
He believes it is a pretty good and pretty cheap. He is bullish on the price of moly. He likes the company a lot. He bought it at 3.20 or 3.30.
other mines
Allan Jacobs

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

Price: $3.840
Owned: Yes

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2007-10-30

HOLD
Timminco Ltd. (TIM-T (De-Liste)
They like this company a lot at Sprott. They are the second biggest holder and have 17% of the company. They started buying at a dollar. Timminco has high purity silicon and quite a few contracts. Things look good for them and solar power. Good value.
misc industrial products
Allan Jacobs

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

Price: $16.000
Owned: Yes

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2007-10-30

BUY
Yamana Gold Inc. (YRI-T)
Yamana is kind of a big cap right now. It is pretty good. It is a gold and copper player. Production in gold is growing very quickly. Believes it will do very well.
precious metals
Allan Jacobs

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

Price: $14.240
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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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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2008-08-27

BUY
Fairborne Energy Trust (FEL.UN-T)
Natural gas. Was trading at 4 or 5 times current cash flow and then they had the very prospective Nordegg resource play and recently had excellent results from the first horizontal well. Stock went up about 20%. This well alone has the prospects of being worth the current stock price. Trading at about 5.5X current cash flow.
oil/gas
Allan Jacobs

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

Price: $13.700
Owned: Yes

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2008-08-27

BUY
Largo Resources Ltd. (LGO-T)
Highly prospective and very large vanadium resource in Brazil. Likes the company but they are going to have to raise a fair amount of money through equity and debt. Tough market for mining exploration and development. Vanadium prices are very strong and thinks it will stay that way. Very modestly valued. Could be a takeover prospect.
metal mines
Allan Jacobs

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

Price: $0.450
Owned: Unknown

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