Opinions by Alice Tsang | StockChase
251
Alice Tsang

Portfolio Manager

ON STOCKCHASE SINCE Apr 2011

Marquest Asset Management


Opinions by Alice Tsang


Signal Opinion Expert Chart

2011-04-29

BUY
Copper Mountain Mining (CMMC-T)
Copper. Think they will start the B.C. production on time so likes what she sees. Once they start production, there should be a valuation lift. Could be a good takeout play.
Mining
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $7.250
Owned: Yes

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2011-04-29

BUY
Crescent Point Energy Corp (CPG-T)
Light oil producer in the Bakkens. Great management. They’ll continue to perform well. Oil may pull back but the stock should be able to support over the long term.
oil/gas
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $42.960
Owned: Unknown

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2011-04-29

TOP PICK
Forbes Energy Services (FRB-T (Dead))
Likes the energy services as it is a way to play the commodity market. Able to increase day rates and pass on some of the costs to their customers. Great way to play energy in a rising cost environment. One of the largest in Eagleford Shale in Texas. Think they will be able to eliminate their debt and get a valuation lift.
oil/gas field services
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $2.630
Owned: Yes

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2011-04-29

COMMENT
Granada Gold Mine Inc (GGM-X)
Good management. Have a large land mass about 60km from Osisko (OSK-T). Have been doing a great job in drilling and the core looks exactly like Osisko’s. Drill program will continue top step out to identify the resource. Looks very attractive but will be 2-3 years to play out so you need patience.
precious metals
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $0.460
Owned: Unknown

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2011-04-29

BUY
Largo Resources Ltd. (LGO-T)
Vanadium will be in demand. Below $200 million. Likes this quite a bit. Brazilian project just got financed. Have a number of projects coming on and that is very attractive. Will be reprocessing some of the tailing for tungsten in Brazil for some cash flow. Have a project where they think they have about 1 billion lbs of iron ore underground and at surface that is 50% grade. Very attractive.
metal mines
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $0.480
Owned: Unknown

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2011-04-29

TOP PICK
Open Range Energy Corp. (ONR-T (Dead))
Started Poseidon division that provides tanks for frac fluid storage handling and this has been growing by leaps and bounds. Going through a massive growth rate right now.
oil/gas
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $5.270
Owned: Yes

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2011-04-29

TOP PICK
Orbite Aluminae (ORT-T (Unlisted)
Patented technology lets them produce alumina out of clay deposits. At different PH levels, different elements precipitate. Testing the technology to produce dysprosium and other metals. Still a lot more upside. Will result in cost savings for Cdn smelters. Currently Cdn smelters are importing metalurgical alumina;buying from Orbite can save up to $150/ton transportaion. Metalurgical alumina costs about $400/ton currently. Looking to expand pure alumina plant (pure alumina sells for about $400 thousand a ton) from 1 ton per day to 5.
Mining
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $4.470
Owned: Yes

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2011-04-29

DON'T BUY
Osisko Exploration Ltd. (OSK-T (Dead))
Gold. Coming into production and should have a valuation lift but depends on timing for the mine coming on and where the gold price is at that time. Stock is sideways and will continue this way until there is news.
metal mines
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $13.850
Owned: Unknown

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2011-04-29

BUY
Potash Corp of Saskatchewan (POT-T)
Likes this stock as well as fertilizer stocks. Stock is in about a month of consolidation. Just reported great numbers. Looking at planting season numbers and corn prices, she thinks farmers are wealthier than last year and there should be great demand coming on.
integrated mines
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $53.450
Owned: Unknown

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2011-04-29

BUY
Quadra FNX Mining Ltd (QUX-T (Dead))
A copper/nickel play. Recent copper results were below guidance. Victoria mine is exciting and is looking very promising with a 3 lb. copper equivalent. Sierra Gorda mine in Chile will be coming on in a few years.
metal mines
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $15.530
Owned: Unknown

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2011-04-29

BUY
Sterling Resources (SLG-X)
2 exploration plays in the North Sea as well as Romania. Preparing to drill the very sizable Cladhan field in the North Sea. Net Asset value just on the producing asset is about $3 so feels the stock is very attractive here. Romania will take a few months to play out.
oil/gas
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $3.930
Owned: Unknown

Must be logged in to use chart

2011-04-29

BUY
Teck Resources Ltd. (B) (TECK.B-T)
One of her favourite names in the sector. Stock is fairly valued but she is very bullish on copper and met coal. Good management. Have a number of projects that can bring on 15%-20% growth over 3 years.
precious metals
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $51.430
Owned: Yes

Must be logged in to use chart

2011-04-29

BUY
Tuscany Energy Ltd. (TUS-X (Unlisted)
Drilling is focused in South America. Recently acquired company gave them some very good rigs. They are one of the ones to get into South America first. Very inexpensive.
oil/gas
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $0.180
Owned: Unknown

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2011-06-24

COMMENT
A Comment -- General Comments From an Expert 
Commodities. Expect to go sideways for the summer. We are in a soft patch with commodities right now. However, she is quite positive on the whole commodity sector over the next 12 months. Stocks are a great buy at this time. Likes copper and gold at this time. Although China is slowing, it is still quite robust.
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $0.020
Owned: Unknown

Must be logged in to use chart

2011-06-24

BUY
A Comment -- General Comments From an Expert 
Gold stocks. These have under performed gold bullion substantially so she would be looking at gold stocks at this time. The soaring costs for the miners will mean gradually rising commodity costs. Margins have to be maintained.
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $0.020
Owned: Unknown

Must be logged in to use chart
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