Opinions by Michael Giordano | StockChase
339
Michael Giordano

VP Investments & Portfolio Manager

ON STOCKCHASE SINCE May 2012


339
Michael Giordano

VP Investments & Portfolio Manager

ON STOCKCHASE SINCE May 2012



Opinions by Michael Giordano


Signal Opinion Expert Chart
N/A
General Market Comment 

November 18, 2013

Markets. Resources continue to underperform.  This is a reflection of the general economy.  Low interest rates should filter down to the resources and have a beneficial effect.  Europe is coming back from a two year slow down.  Was positive one quarter ago.  It will bounce around here for a bit, but lowering of interest rates should bode well, so it has bottomed.  $100 plus for oil one year plus.

Markets. Resources continue to underperform.  This is a reflection of the general economy.  Low interest rates should filter down to the resources and have a beneficial effect.  Europe is coming back from a two year slow down.  Was positive one quarter ago.  It will bounce around here for a bit, but lowering of interest rates should bode well, so it has bottomed.  $100 plus for oil one year plus.

Unknown
Michael Giordano

VP Investments & Portfolio Manager, ...

PricePrice
$0.020
Owned Owned
_N/A

Must be logged in to use chart
N/A
General Market Comment 

November 18, 2013

Silver.  Thinks it will be challenged here.  Investment demand is the key driver of demand and it is declining.  Industrial demand is picking up.  Longer term it should go up to $22-24, however.  Be careful in this space short term.

Silver.  Thinks it will be challenged here.  Investment demand is the key driver of demand and it is declining.  Industrial demand is picking up.  Longer term it should go up to $22-24, however.  Be careful in this space short term.

Unknown
Michael Giordano

VP Investments & Portfolio Manager, ...

PricePrice
$0.020
Owned Owned
Unknown

Must be logged in to use chart
BUY
Alamos Gold Inc(AGI-T) 

November 18, 2013

Gold producer in Mexico.  Efficient operator.  Mexico is a good jurisdiction.  It is tied to the price of gold, which will be challenged short term.  Mid to long term it could be up 10% in a year or two.

precious metals

Gold producer in Mexico.  Efficient operator.  Mexico is a good jurisdiction.  It is tied to the price of gold, which will be challenged short term.  Mid to long term it could be up 10% in a year or two.

precious metals
Michael Giordano

VP Investments & Portfolio Manager, ...

PricePrice
$14.060
Owned Owned
Unknown

Must be logged in to use chart
TOP PICK
Axiall Corp(AXLL-N (Acquire) 

November 18, 2013

Will benefit from low feed stock prices going on in North America.  Nat Gas goes into manufacturer of their plastics, chemicals, resins and then ultimately building products.  Low input costs and healthy demand for their products for the recovery in the US housing prices.  A play on housing AND Nat Gas.  1.5% dividend.

INDUSTRIAL PRODUCTS

Will benefit from low feed stock prices going on in North America.  Nat Gas goes into manufacturer of their plastics, chemicals, resins and then ultimately building products.  Low input costs and healthy demand for their products for the recovery in the US housing prices.  A play on housing AND Nat Gas.  1.5% dividend.

INDUSTRIAL PRODUCTS
Michael Giordano

VP Investments & Portfolio Manager, ...

PricePrice
$44.240
Owned Owned
Yes

Must be logged in to use chart
BUY

(Market Call Minute) In process of buying Angle Energy but they have deep pockets with their Korean investors.

oil/gas

(Market Call Minute) In process of buying Angle Energy but they have deep pockets with their Korean investors.

oil/gas
Michael Giordano

VP Investments & Portfolio Manager, ...

PricePrice
$6.790
Owned Owned
Yes

Must be logged in to use chart
BUY

He just took a position last week.  Likes outlook on met coal and metals.  China should be positive for these producers.

Mining

He just took a position last week.  Likes outlook on met coal and metals.  China should be positive for these producers.

Mining
Michael Giordano

VP Investments & Portfolio Manager, ...

PricePrice
$27.500
Owned Owned
Yes

Must be logged in to use chart
WEAK BUY

Price of crude has the most impact on oil sands.  This will move with the price of oil.  Decent dividend of 6.6%.  Prefers other oils in his top picks today. 

oil/gas

Price of crude has the most impact on oil sands.  This will move with the price of oil.  Decent dividend of 6.6%.  Prefers other oils in his top picks today. 

oil/gas
Michael Giordano

VP Investments & Portfolio Manager, ...

PricePrice
$21.050
Owned Owned
Unknown

Must be logged in to use chart
HOLD
Copper Fox Metals(CUU-X) 

November 18, 2013

Tech Resources is going to fully fund their project called Shaft Creek.  Stock got beaten over concern how they would fund it before Tech stepped in.

metal mines

Tech Resources is going to fully fund their project called Shaft Creek.  Stock got beaten over concern how they would fund it before Tech stepped in.

metal mines
Michael Giordano

VP Investments & Portfolio Manager, ...

PricePrice
$0.440
Owned Owned
Unknown

Must be logged in to use chart
BUY
ENTREC Corporation(ENT-T) 

November 18, 2013

(Market Call Minute) Pulled back nicely.  Mover of heavy equipment in Western Canada and will benefit as LNG and oil sands production increases.

(Market Call Minute) Pulled back nicely.  Mover of heavy equipment in Western Canada and will benefit as LNG and oil sands production increases.

0
Michael Giordano

VP Investments & Portfolio Manager, ...

PricePrice
$1.450
Owned Owned
No

Must be logged in to use chart
PAST TOP PICK
First Quantum Minerals(FM-T) 

November 18, 2013

(Top Pick Oct 9/12, Down 8.73%) Discount is sufficient for him to step into this name here.

integrated mines

(Top Pick Oct 9/12, Down 8.73%) Discount is sufficient for him to step into this name here.

integrated mines
Michael Giordano

VP Investments & Portfolio Manager, ...

PricePrice
$18.850
Owned Owned
Yes

Must be logged in to use chart
BUY

Specialized oil services company.  Pull back a little but mid to long term this is a good company to be in because Fracking activity should increase.  The LNG rush that should happen in the next 3-5 years should benefit them.

oil/gas field services

Specialized oil services company.  Pull back a little but mid to long term this is a good company to be in because Fracking activity should increase.  The LNG rush that should happen in the next 3-5 years should benefit them.

oil/gas field services
Michael Giordano

VP Investments & Portfolio Manager, ...

PricePrice
$10.930
Owned Owned
Unknown

Must be logged in to use chart
HOLD
Hudbay Minerals Inc.(HBM-T) 

November 18, 2013

Got beaten up with the copper stories.  Operations continue to do well and generate excellent cash flows.  New Peru mine is going to be a large producer in one to two years.  Downside is pretty minimal at this point.

precious metals

Got beaten up with the copper stories.  Operations continue to do well and generate excellent cash flows.  New Peru mine is going to be a large producer in one to two years.  Downside is pretty minimal at this point.

precious metals
Michael Giordano

VP Investments & Portfolio Manager, ...

PricePrice
$7.930
Owned Owned
Unknown

Must be logged in to use chart
BUY
Inter Pipeline(IPL-T) 

November 18, 2013

In process of expanding pipeline capacity at the oil sands.  Thinks that its growth is not all priced in right now.

oil pipelines

In process of expanding pipeline capacity at the oil sands.  Thinks that its growth is not all priced in right now.

oil pipelines
Michael Giordano

VP Investments & Portfolio Manager, ...

PricePrice
$26.050
Owned Owned
Unknown

Must be logged in to use chart
BUY

(Market Call Minute) Western Canada oil producer, all light oil.  Prefers some others slightly better.

oil/gas

(Market Call Minute) Western Canada oil producer, all light oil.  Prefers some others slightly better.

oil/gas
Michael Giordano

VP Investments & Portfolio Manager, ...

PricePrice
$6.450
Owned Owned
No

Must be logged in to use chart
HOLD
Largo Resources Ltd.(LGO-T) 

November 18, 2013

Has a deposit in Brazil very close to production.  Continues to be challenged here.  You have to hang in with this one.  Small cap so high risk.

metal mines

Has a deposit in Brazil very close to production.  Continues to be challenged here.  You have to hang in with this one.  Small cap so high risk.

metal mines
Michael Giordano

VP Investments & Portfolio Manager, ...

PricePrice
$0.230
Owned Owned
Unknown

Must be logged in to use chart
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