Opinions by Alice Tsang | StockChase
251
Alice Tsang

Portfolio Manager

ON STOCKCHASE SINCE Apr 2011

Marquest Asset Management


Opinions by Alice Tsang



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2013-06-21

SELL
Kirkland Lake Gold (KL-T)

(Market Call Minute.) High cost mine. Have been trying to increase production for over 2 years. Margins are going to get squeezed.

precious metals
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $4.230
Owned: No

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2013-06-21

WAIT
Largo Resources Ltd. (LGO-T)

She hasn’t actually seen the company for a while. Vanadium prices have come down with other commodities. Believes they have commenced their operations and this should be a low-cost producer. At these levels, she feels the stock could be a buy however, she would suggest you wait a while and compare with other stocks to see if there is a better bargain elsewhere.

metal mines
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $0.190
Owned: Unknown

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2013-06-21

HOLD
Labrador Iron Mines Holdings Ltd. (LIM-T (Dead))

(Market Call Minute.) This is a really long-term play. High cost producer and it needs above $105. If iron ore stays at $105-$110, it is good news for the long-term for this company as it will allow them to increase scale and reduce costs.

metal mines
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $0.460
Owned: Unknown

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2013-06-21

SELL
Lake Shore Gold (LSG-T (Acquired)

(Market Call Minute.) High cost producer and with the price of gold coming down, this doesn’t look good.

precious metals
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $0.160
Owned: Unknown

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2013-06-21

PAST TOP PICK
Molycorp Inc (MCP-N (Now OTC))

(A Top Pick Aug 31/12. Down 52.15%.) There was an investigation by the SEC so she sold her holdings.

Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $5.390
Owned: No

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2013-06-21

COMMENT
Mandalay Resources Corp. (MND-T)

Hasn’t seen management for a year or two. Likes their Australian silver operations, which has very thick veins. The mine shows a very good cost profile. Management has a track record of buying very good assets. However, silver has come down to the $19-$20 level where she expects it will stay for a long time. 4.2% yield.

Mining
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $0.720
Owned: Unknown

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2013-06-21

DON'T BUY
Orbite Aluminae (ORT-T (Unlisted)

She had been waiting for an offtake agreement for more than a year and they have just announced one, however there was no terms announced on the deal so it could really mean anything. Price of high pure aluminum has come down drastically. Cost of production as well as capital project has gone up. Economics for this project overall has slimmed significantly. To her, this is a “show me” stock.

Mining
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $0.750
Owned: No

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2013-06-21

PAST TOP PICK
Prodigy Gold Inc (PDG-X (Dead))

(A Top Pick Aug 31/12. Up 54.84%.) This was acquired by Argonaut Gold (AR-T) in December.

Mining
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $0.960
Owned: No

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2013-06-21

BUY
Strategic Oil & Gas Ltd (SOG-X)

Very attractive at current levels. They own a very large land base in Steen River, which has multi-zone opportunities so she feels the resource upside is very significant. Management has done a lot of right things to lock up the land space infrastructure and they brought in a good CEO. Disappointed shareholders in Q1, reporting about 2000 barrels while expectations where for 3000. Expects they will hit guidance towards the end of the year.

oil/gas
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $0.930
Owned: No

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2013-06-21

TOP PICK
Suncor Energy Inc (SU-T)

Very cheaply valued at only about 5X cash flow. This is an integrated player. There are a lot of things they are doing that could improve their costs as well as wrapping up production. Yield of 2.61%.

integrated oils
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $30.800
Owned: Yes

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2013-06-21

PAST TOP PICK
Stillwater Mining Co. (SWC-N (Dead))

(A Top Pick Aug 31/12. Up 1.99%.) She took profits on this at around the $15 level.

other mines
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $10.450
Owned: No

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2013-06-21

BUY
Trinidad Drilling Ltd (TDG-T)

(Market Call Minute.) There is a lot of activity going on in the Western Canadian basin with all the drilling, delineation that is going on for the LNG project as well as deep wells. Feels utilization capacity will increase.

oil/gas field services
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $7.820
Owned: Yes

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2013-06-21

BUY
WesternZagros Resources Ltd. (WZR-X (Dead)

(Market Call Minute.) This is one she would Buy but she would caution you on the geopolitical risks.

oil/gas
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $1.260
Owned: No

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2013-04-05

N/A
A Comment -- General Comments From an Expert 

Commodities. Expects fairly flat growth in global economies. Supply/demand in copper is balanced this year so copper as well as oil are trading within their ranges. Expects copper to trade between $3.20 and $3.80 this year and oil from $80 to $90. Until we see stronger growth and stronger demand coming for these commodities, will probably see them trading around these ranges. Expects commodities to have a fairly tight situation for 2-3 years. In the juniors, a lot of stocks have pricing at very low valuation. On the producers’ side in the copper space, consensus is still too high. She’ll be looking for lower levels before stepping in.

Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $0.020
Owned: _N/A

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2013-04-05

BUY
Altagas Ltd (ALA-T)

Doesn’t think it has reached its full potential yet. In a low growth environment, these are the ideal stocks you want to own. Generates 4%-5% growth year after year. Infrastructure and power, so a fairly reasonable, stable cash flow. Should have room to increase their dividends down the road.

oil/gas
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $35.120
Owned: Yes

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