Opinions by Michael Giordano | StockChase
339
Michael Giordano

VP Investments & Portfolio Manager

ON STOCKCHASE SINCE May 2012



Opinions by Michael Giordano



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Signal Opinion Expert Chart

2013-11-18

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

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.

Michael Giordano

VP Investments & Portfolio Manager, 

Price: $0.020
Owned: _N/A

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2013-11-18

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

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.

Michael Giordano

VP Investments & Portfolio Manager, 

Price: $0.020
Owned: Unknown

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2013-11-18

BUY
Alamos Gold Inc (AGI-T)

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, 

Price: $14.060
Owned: Unknown

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2013-11-18

TOP PICK
Axiall Corp (AXLL-N (Acquire)

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, 

Price: $44.240
Owned: Yes

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2013-11-18

BUY
Bellatrix Exploration Ltd. (BXE-T)

(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, 

Price: $6.790
Owned: Yes

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2013-11-18

BUY
Cliffs Natural Resources (CLF-N)

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, 

Price: $27.500
Owned: Yes

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2013-11-18

WEAK BUY
Canadian Oil Sands (COS-T (Acquired)

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, 

Price: $21.050
Owned: Unknown

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2013-11-18

HOLD
Copper Fox Metals (CUU-X)

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, 

Price: $0.440
Owned: Unknown

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2013-11-18

BUY
ENTREC Corporation (ENT-T)

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

Michael Giordano

VP Investments & Portfolio Manager, 

Price: $1.450
Owned: No

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2013-11-18

PAST TOP PICK
First Quantum Minerals (FM-T)

(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, 

Price: $18.850
Owned: Yes

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2013-11-18

BUY
Canyon Services Group (FRC-T (Dead))

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, 

Price: $10.930
Owned: Unknown

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2013-11-18

HOLD
Hudbay Minerals Inc. (HBM-T)

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, 

Price: $7.930
Owned: Unknown

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2013-11-18

BUY
Inter Pipeline (IPL-T)

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, 

Price: $26.050
Owned: Unknown

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2013-11-18

BUY
Legacy Oil and Gas Inc. (LEG-T (Dead))

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

oil/gas
Michael Giordano

VP Investments & Portfolio Manager, 

Price: $6.450
Owned: No

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2013-11-18

HOLD
Largo Resources Ltd. (LGO-T)

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, 

Price: $0.230
Owned: Unknown

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