Stock Opinions by Jamie Horvat - Stockchase Experts
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Jamie Horvat

On Stockchase since : Sep 2009

Sr. Portfolio Manager at Sprott Assett Management

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Stock Opinions by Jamie Horvat - Stockchase Experts

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COMMENT
General Market Comment 

November 18, 2011

Markets. Part of the crisis is that governments continue to print money and to stimulate. Part of the demand for gold is from central banks rather than holding euro dollars. Ultimate solution is monetary inflation, which eventually leads to stagflation and the printing of more money. Feels we are setting up for another 1976-1984 type of recovery, which is stagflation, lower sustained unemployment, more government involvement, slow muddling growth and hard assets acting as an inflation hedge.
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Markets. Part of the crisis is that governments continue to print money and to stimulate. Part of the demand for gold is from central banks rather than holding euro dollars. Ultimate solution is monetary inflation, which eventually leads to stagflation and the printing of more money. Feels we are setting up for another 1976-1984 type of recovery, which is stagflation, lower sustained unemployment, more government involvement, slow muddling growth and hard assets acting as an inflation hedge.
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Jamie Horvat

Sr. Portfo, Sprott Assett Manage...

Price Price
$0.020
Owned Owned
Unknown

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BUY
Continues to remain positive on this for the longer-term. Pretty good net margins, which continue to grow. Short-term, BHP Billiton (BHP-N) is talking about 16.5 million tons of capacity that they want to bring on, is affecting the stock negatively.
integrated mines
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Continues to remain positive on this for the longer-term. Pretty good net margins, which continue to grow. Short-term, BHP Billiton (BHP-N) is talking about 16.5 million tons of capacity that they want to bring on, is affecting the stock negatively.
integrated mines
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Jamie Horvat

Sr. Portfo, Sprott Assett Manage...

Price Price
$44.440
Owned Owned
Yes

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DON'T BUY
Uranium One Inc.(UUU-T) 

November 18, 2011

Not bullish on uranium. Doesn't really see the spot price escalating to $100 in the next year or so. Governments are looking to reduce their exposure. Not sure if the demand from China and India will offset the lack of demand from other nations. Doesn't think they are focused on growth for shareholders.
non-base metal mining
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Not bullish on uranium. Doesn't really see the spot price escalating to $100 in the next year or so. Governments are looking to reduce their exposure. Not sure if the demand from China and India will offset the lack of demand from other nations. Doesn't think they are focused on growth for shareholders.
non-base metal mining
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Jamie Horvat

Sr. Portfo, Sprott Assett Manage...

Price Price
$2.490
Owned Owned
No

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DON'T BUY
Royal Bank(RY-T) 

November 18, 2011

All Cdn banks have been pretty volatile sideways traders from around 2005. Considers that more as yield plays, not growth stories. In the short-term, they are being compressed on interest margins. There has also been a decline in consumer spending and mortgage lending has been flat. They could trade off a little more.
banks
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All Cdn banks have been pretty volatile sideways traders from around 2005. Considers that more as yield plays, not growth stories. In the short-term, they are being compressed on interest margins. There has also been a decline in consumer spending and mortgage lending has been flat. They could trade off a little more.
banks
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Jamie Horvat

Sr. Portfo, Sprott Assett Manage...

Price Price
$44.420
Owned Owned
No

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BUY
Quarterhill Inc(QTRH-T) 

November 18, 2011

Patent space will continue to have investors watching. Stock has been sideways for a while. In the short term, was under pressure for their bid for Mosaid (MSAD-T), which has fallen to the wayside now. Likes their prospects for growth.
electrical/electronic
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Patent space will continue to have investors watching. Stock has been sideways for a while. In the short term, was under pressure for their bid for Mosaid (MSAD-T), which has fallen to the wayside now. Likes their prospects for growth.
electrical/electronic
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Jamie Horvat

Sr. Portfo, Sprott Assett Manage...

Price Price
$5.980
Owned Owned
Yes

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HOLD
Volta Resources Inc(VTR-T) 

November 18, 2011

An exploration story in Burkina Faso, Ghana and Mali. Have 9 exploration properties. Recently updated their resource on their Kiaka deposit of 4 million ounces at about 1 gram per ton. Pressure is probably concern about liquidity. Longer-term, he likes the name.
precious metals
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An exploration story in Burkina Faso, Ghana and Mali. Have 9 exploration properties. Recently updated their resource on their Kiaka deposit of 4 million ounces at about 1 gram per ton. Pressure is probably concern about liquidity. Longer-term, he likes the name.
precious metals
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Jamie Horvat

Sr. Portfo, Sprott Assett Manage...

Price Price
$1.140
Owned Owned
Yes

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COMMENT
DH Corporation(DH-T) 

November 18, 2011

This is a growth by acquisition business. Relatively low margin and has been pretty steady Eddie. Good cash flow generator. Doesn't see a lot of long-term growth but if you're holding it for yield he would continue to do so.
other services
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This is a growth by acquisition business. Relatively low margin and has been pretty steady Eddie. Good cash flow generator. Doesn't see a lot of long-term growth but if you're holding it for yield he would continue to do so.
other services
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Jamie Horvat

Sr. Portfo, Sprott Assett Manage...

Price Price
$15.870
Owned Owned
No

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COMMENT
Wheaton Precious Metals(WPM-T) 

November 18, 2011

Great leverage to the silver price. Has been pretty sideways. He is positively inclined on the price of silver. They're growing from 24-25 million ounces a year to 40 million. Should get great leverage because they don't share in the operating side of the business. Just increased dividends based on cash flow generation of the prior quarter.
metal mines
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Great leverage to the silver price. Has been pretty sideways. He is positively inclined on the price of silver. They're growing from 24-25 million ounces a year to 40 million. Should get great leverage because they don't share in the operating side of the business. Just increased dividends based on cash flow generation of the prior quarter.
metal mines
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Jamie Horvat

Sr. Portfo, Sprott Assett Manage...

Price Price
$33.240
Owned Owned
Yes

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COMMENT
Nevsun Resources(NSU-T) 

November 18, 2011

Based in Eritrea, which has some higher political risks. Recently had a really good quarter. Converting from a gold company to a base metals producer.
precious metals
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Based in Eritrea, which has some higher political risks. Recently had a really good quarter. Converting from a gold company to a base metals producer.
precious metals
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Jamie Horvat

Sr. Portfo, Sprott Assett Manage...

Price Price
$5.520
Owned Owned
No

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TOP PICK
Car loans. They do C and D types of credit. They continue to grow at 20%-25% compound interest annually. Just had a record quarter. 5.7% yield. Has a history of paying special dividends.
Financial Services
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Car loans. They do C and D types of credit. They continue to grow at 20%-25% compound interest annually. Just had a record quarter. 5.7% yield. Has a history of paying special dividends.
Financial Services
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Jamie Horvat

Sr. Portfo, Sprott Assett Manage...

Price Price
$6.910
Owned Owned
Yes

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TOP PICK
Vulcan Materials Co.(VMC-N) 

November 18, 2011

Top Short North America's largest aggregates producer. Largely just crushing rock, which is a difficult, low margin business. This last quarter they lost another $0.13 and recently cut the dividend. He recently added a short at $31-$32.
cement/concrete
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Top Short North America's largest aggregates producer. Largely just crushing rock, which is a difficult, low margin business. This last quarter they lost another $0.13 and recently cut the dividend. He recently added a short at $31-$32.
cement/concrete
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Jamie Horvat

Sr. Portfo, Sprott Assett Manage...

Price Price
$32.180
Owned Owned
Yes

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TOP PICK
Tahoe Resources(THO-T) 

November 18, 2011

Silver in Guatemala. Growing into a 3 billion market cap kind of business. Significant exploration upside and potential for growth.
Mining
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Silver in Guatemala. Growing into a 3 billion market cap kind of business. Significant exploration upside and potential for growth.
Mining
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Jamie Horvat

Sr. Portfo, Sprott Assett Manage...

Price Price
$18.430
Owned Owned
Yes

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PAST TOP PICK
Barrick Gold(ABX-T) 

November 18, 2011

(A Top Pick Nov 26/10. Down 1.52%.)
precious metals
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(A Top Pick Nov 26/10. Down 1.52%.)
precious metals
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Jamie Horvat

Sr. Portfo, Sprott Assett Manage...

Price Price
$50.170
Owned Owned
Unknown

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PAST TOP PICK
Pure Technologies Ltd(PUR-T) 

November 18, 2011

(A Top Pick Nov 26/10. Down 40.8%.) A third of their projects was in Libya. Sold his holdings but is looking at it again.
INDUSTRIAL PRODUCTS
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(A Top Pick Nov 26/10. Down 40.8%.) A third of their projects was in Libya. Sold his holdings but is looking at it again.
INDUSTRIAL PRODUCTS
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Jamie Horvat

Sr. Portfo, Sprott Assett Manage...

Price Price
$2.870
Owned Owned
No

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PAST TOP PICK

(Top Short Nov 26/10. Up 11.81%.)

INDUSTRIAL PRODUCTS
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(Top Short Nov 26/10. Up 11.81%.)

INDUSTRIAL PRODUCTS
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Jamie Horvat

Sr. Portfo, Sprott Assett Manage...

Price Price
$75.620
Owned Owned
Unknown

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