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Stock Opinions by Kyle McKay

TOP PICK
A pure play on zinc. Have grown production year-over-year by about 30%. Good management. Almost no debt. Valuation is about 2.5 X cash flow, about half that of its peer group.
metal mines
TOP PICK
A rapidly growing consolidator of mid-market apartments, primarily in Calgary and Edmonton. Increased their units from 300 in 1998 to over 5000.
property mngmnt / investment
TOP PICK
Silver play in Mexico. Had a phenomenal 2006, and despite that it is relatively under followed and under covered. Have optioned out about 56% interest in their Wanasebo project on condition that $5 million is spent on drilling over the next 5 years. The grade that they encountered on the initial drilling is twice what they had on their own property.
precious metals
PAST TOP PICK
(A Top Pick Jan 8/07. Up 33.4%.) Being acquired by Agnico-Eagle (AEM-T) and he sold at the time the offer was made.
precious metals
PAST TOP PICK
(A Top Pick Jan 8/07. Up 49.7%.) Being acquired. Presently in a bidding war.
metal mines
PAST TOP PICK
(A Top Pick Jan 8/07. Down 5.1%.) Zinc. Also have exposure to gold and silver. Valuation is still compelling.
precious metals
SELL
Have missed production and costs were higher than expected. Not too much positive news from their quarter. If you own, consider cutting your losses and moving on.
oil / gas
COMMENT
Broker stocks in the US have had a tough time of late. If there is a further potential pullback in the market, it could continue to sell off.
banks
BUY
Believes we are in early stages of a long-term secular bull market within metals and mining.
other mines
HOLD
Being acquired by CIP Canada. Doesn't think this story is over yet. Believes there will be a competing bid.
mngmnt / diversified
BUY
Doesn't feel you can go wrong buying the stock, providing you have longer-term objective. Very nice dividend. Would also consider Bank of Nova Scotia (BNS-T), which offers a slightly higher dividend and higher ROE.
banks
DON'T BUY
Has been a perennial laggard. Trades at a discount to its NAV. Never seems to appreciate from a multiple standpoint. Would suggest Nexen (NXY-T) or Talisman (TLM-T) instead.
integrated oils
COMMENT
Very much a diversified miner and are exposed to base metal, which a lot of investors forget.
precious metals
BUY
A near-term uranium producer. With their recent merger with UrAsia Energy (UUU-X), it will be the next emerging senior. Have no hedges.
non-base metal mining
BUY
Made a good acquisition a year ago. Focused more on deep drilling as opposed to shallow gas. Trades at about 5 X EBITA, which is extremely reasonable.
oil / gas field services
Showing 1 to 15 of 149 entries