Stock Opinions by Jonathan Baird - Stockchase Experts
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Jonathan Baird @

On Stockchase since : May 2008

Global Value Fund Manager at Nexgen Financial

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Jonathan Baird Latest Top Picks...

Stock Opinions by Jonathan Baird - Stockchase Experts

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TOP PICK
Alberta/B.C. based company. Hurt last year when the Alberta government imposed royalty changes on the light oil producers. Well run. Trades at a discount to NAV and about 3.5X next year's cash flow.
oil/gas
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Alberta/B.C. based company. Hurt last year when the Alberta government imposed royalty changes on the light oil producers. Well run. Trades at a discount to NAV and about 3.5X next year's cash flow.
oil/gas
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Jonathan Baird

Global Val, Nexgen Financial...

Price Price
$2.850
Owned Owned
Yes

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BUY
Gold exploration in the James Bay area of Quebec. Will have a very active drill program in 2008. Price will be driven on news. Had some interesting early drill results. Real future will be determined on its drill results this year, which are going to be substantial. Deserves a small space in the portfolio for its speculative appeal.
precious metals
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Gold exploration in the James Bay area of Quebec. Will have a very active drill program in 2008. Price will be driven on news. Had some interesting early drill results. Real future will be determined on its drill results this year, which are going to be substantial. Deserves a small space in the portfolio for its speculative appeal.
precious metals
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Jonathan Baird

Global Val, Nexgen Financial...

Price Price
$1.500
Owned Owned
No

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HOLD
Substantial company with a market cap of $2.8 billion. Active in Zambia and will actually be producing copper in the next couple of months. One of the most prolific and larger copper resources globally. Also a prospective uranium mine, which won't go into production for some years. Hit recently with government’s more restrictive tax regime. Bit of a takeover premium in the stock.
metal mines
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Substantial company with a market cap of $2.8 billion. Active in Zambia and will actually be producing copper in the next couple of months. One of the most prolific and larger copper resources globally. Also a prospective uranium mine, which won't go into production for some years. Hit recently with government’s more restrictive tax regime. Bit of a takeover premium in the stock.
metal mines
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Jonathan Baird

Global Val, Nexgen Financial...

Price Price
$4.620
Owned Owned
No

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WEAK BUY
CGX Energy Inc.(OYL-X) 

May 14, 2008

Prospecting for offshore oil in Guiana. There was a border dispute between Guiana and Suriname that affected their holdings. Settled favourably and stock shot up but has since pulled back. Holdings are deemed to be highly prospective with a potential for billions of barrels of oil eventually. Still early days. Doesn't expect much production before 2012. Very attractive risk/reward holding.
oil/gas
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Prospecting for offshore oil in Guiana. There was a border dispute between Guiana and Suriname that affected their holdings. Settled favourably and stock shot up but has since pulled back. Holdings are deemed to be highly prospective with a potential for billions of barrels of oil eventually. Still early days. Doesn't expect much production before 2012. Very attractive risk/reward holding.
oil/gas
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Jonathan Baird

Global Val, Nexgen Financial...

Price Price
$2.850
Owned Owned
Unknown

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BUY
Heavy oil out west. Just moving into production with their first project. Well run. Heavy oil projects are coming in on time and on budget. Reasonably priced at a bit of a discount to its NAV. If oil prices continue high, NAV’s for heavy oil producers will move up fairly dramatically in the next few years.
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Heavy oil out west. Just moving into production with their first project. Well run. Heavy oil projects are coming in on time and on budget. Reasonably priced at a bit of a discount to its NAV. If oil prices continue high, NAV’s for heavy oil producers will move up fairly dramatically in the next few years.
oil/gas
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Jonathan Baird

Global Val, Nexgen Financial...

Price Price
$4.560
Owned Owned
Unknown

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BUY
Tusk Energy(TSK-T) 

May 14, 2008

Has done very well over the last few months. Primarily gas. All activity is in Western Canada, so no geopolitical risk. Trades at a good discount to its NAV and only about 3X next year's cash flow.
oil/gas
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Has done very well over the last few months. Primarily gas. All activity is in Western Canada, so no geopolitical risk. Trades at a good discount to its NAV and only about 3X next year's cash flow.
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Jonathan Baird

Global Val, Nexgen Financial...

Price Price
$2.470
Owned Owned
Yes

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TOP PICK
Gas producer in central Alberta. Very inexpensive in terms of price to cash flow at just over 3X next year's. Trading at about 65% of the NAV.
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Gas producer in central Alberta. Very inexpensive in terms of price to cash flow at just over 3X next year's. Trading at about 65% of the NAV.
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Jonathan Baird

Global Val, Nexgen Financial...

Price Price
$1.660
Owned Owned
Yes

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BUY
An attractive company. More gas oriented. Well run. Over a 2 - 3 year time horizon it will do quite well.
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An attractive company. More gas oriented. Well run. Over a 2 - 3 year time horizon it will do quite well.
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Jonathan Baird

Global Val, Nexgen Financial...

Price Price
$7.550
Owned Owned
No

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