Stock Opinions by Robert Lyon - Stockchase Experts
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228
Robert Lyon

On Stockchase since : Oct 2000

Senior. Vice President & Portfolio Manager at AGF Funds Inc.

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Robert Lyon Latest Top Picks...

Stock Opinions by Robert Lyon - Stockchase Experts

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TOP PICK
Heavy oil producer in eastern Alberta/western Saskatchewan with huge economic pools. Big drilling inventory ahead of them. Looking for 50% production growth over the next 12 months.
Oil and Gas (Integrated Oils)
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Heavy oil producer in eastern Alberta/western Saskatchewan with huge economic pools. Big drilling inventory ahead of them. Looking for 50% production growth over the next 12 months.
Oil and Gas (Integrated Oils)
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Robert Lyon

Senior. Vi, AGF Funds Inc....

Price Price
$4.100
Owned Owned
Yes

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TOP PICK
One of the big pressure pumpers in Canada offering services to the oil/gas business. Horizontal drilling needs big pressure pumping capacity.
oil/gas field services
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One of the big pressure pumpers in Canada offering services to the oil/gas business. Horizontal drilling needs big pressure pumping capacity.
oil/gas field services
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Robert Lyon

Senior. Vi, AGF Funds Inc....

Price Price
$13.500
Owned Owned
Yes

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TOP PICK
Alacer Gold Corp(ASR-T) 

April 9, 2010

Gold producer in Turkey and the mine is in ramp-up mode now. Easy to mine oxide deposit. Drilling some higher grades deeper down in the sulphide, which provides great upside. Trading below NAV.
Mining
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Gold producer in Turkey and the mine is in ramp-up mode now. Easy to mine oxide deposit. Drilling some higher grades deeper down in the sulphide, which provides great upside. Trading below NAV.
Mining
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0 comments
Robert Lyon

Senior. Vi, AGF Funds Inc....

Price Price
$4.620
Owned Owned
Yes

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BUY
Husky Energy(HSE-T) 

April 9, 2010

Heavy oil differential to light oil has narrowed to only about 10% discount. So producers of heavy oil are making a lot of money. Building their Sunrise oil sands project as well as some interesting exploration acreage in Greenland. Almost 4% dividend. Strong balance sheet.
oil/gas
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Heavy oil differential to light oil has narrowed to only about 10% discount. So producers of heavy oil are making a lot of money. Building their Sunrise oil sands project as well as some interesting exploration acreage in Greenland. Almost 4% dividend. Strong balance sheet.
oil/gas
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0 comments
Robert Lyon

Senior. Vi, AGF Funds Inc....

Price Price
$30.120
Owned Owned
Yes

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DON'T BUY
Prefers other uranium players a little more. Great land package but have had some challenges.
non-base metal mining
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Prefers other uranium players a little more. Great land package but have had some challenges.
non-base metal mining
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0 comments
Robert Lyon

Senior. Vi, AGF Funds Inc....

Price Price
$1.530
Owned Owned
Unknown

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COMMENT
Have some pretty good cost mines but interest seems to be elsewhere, probably because of less exploration than with others. Silver has done very well.
precious metals
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Have some pretty good cost mines but interest seems to be elsewhere, probably because of less exploration than with others. Silver has done very well.
precious metals
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0 comments
Robert Lyon

Senior. Vi, AGF Funds Inc....

Price Price
$17.530
Owned Owned
No

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BUY
Suncor Energy Inc(SU-T) 

April 9, 2010

Has lagged a lot leading into the recent upside in the oil sector area. Still some challenges with the Petrocan integration. Need to shed some properties and integrate 2 vastly different cultures. Will be a long process. Good long-term hold.
integrated oils
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Has lagged a lot leading into the recent upside in the oil sector area. Still some challenges with the Petrocan integration. Need to shed some properties and integrate 2 vastly different cultures. Will be a long process. Good long-term hold.
integrated oils
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0 comments
Robert Lyon

Senior. Vi, AGF Funds Inc....

Price Price
$35.460
Owned Owned
Yes

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BUY
Well leveraged to zinc and nickel prices as well as coal prices. Still good upside.
integrated mines
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0 comments
Well leveraged to zinc and nickel prices as well as coal prices. Still good upside.
integrated mines
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0 comments
Robert Lyon

Senior. Vi, AGF Funds Inc....

Price Price
$21.120
Owned Owned
Yes

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BUY
Colombian focused oil/gas player. Also exploring in Peru. Big drilling exploration program going on this year, which should yield some good results. Good asset value of around $5.
oil/gas
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Colombian focused oil/gas player. Also exploring in Peru. Big drilling exploration program going on this year, which should yield some good results. Good asset value of around $5.
oil/gas
0 0 0 0 0
0 comments
Robert Lyon

Senior. Vi, AGF Funds Inc....

Price Price
$5.990
Owned Owned
Yes

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BUY
Guide Exploration(GO-T) 

April 9, 2010

A lot of the natural gas stocks have pulled back a little. Now going through a transition of more of a resource play in the Montney and Doig plays. Still have more drilling to do to prove it out but thinks it will be successful.
oil/gas
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0 comments
A lot of the natural gas stocks have pulled back a little. Now going through a transition of more of a resource play in the Montney and Doig plays. Still have more drilling to do to prove it out but thinks it will be successful.
oil/gas
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0 comments
Robert Lyon

Senior. Vi, AGF Funds Inc....

Price Price
$7.120
Owned Owned
Yes

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HOLD
Hoping to be acquired. Feels the assets are worth a lot more than where the stock is trading. Can't see who would want all of the company's assets. If it was sold in 2 or 3 different pieces, they could probably get more value.
oil/gas
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0 comments
Hoping to be acquired. Feels the assets are worth a lot more than where the stock is trading. Can't see who would want all of the company's assets. If it was sold in 2 or 3 different pieces, they could probably get more value.
oil/gas
0 0 0 0 0
0 comments
Robert Lyon

Senior. Vi, AGF Funds Inc....

Price Price
$1.610
Owned Owned
Yes

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COMMENT
(Thinks caller may be asking about Labrador Iron Ore (LIF.UN-T) instead.)
metal mines
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0 comments
(Thinks caller may be asking about Labrador Iron Ore (LIF.UN-T) instead.)
metal mines
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0 comments
Robert Lyon

Senior. Vi, AGF Funds Inc....

Price Price
$7.050
Owned Owned
Unknown

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BUY
(Caller asked about Labrador Iron Mines (LIM-T) but may have meant Labrador Iron Ore (LIF.UN-T) instead.) There is still good opportunity long-term. Good distribution.
Financial Services
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(Caller asked about Labrador Iron Mines (LIM-T) but may have meant Labrador Iron Ore (LIF.UN-T) instead.) There is still good opportunity long-term. Good distribution.
Financial Services
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Robert Lyon

Senior. Vi, AGF Funds Inc....

Price Price
$52.000
Owned Owned
Yes

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HOLD
Questerre Energy(QEC-T) 

April 9, 2010

Have some small producing assets in Western Canada but the real story is the huge land position in the Utica gas shale play in Quebec. Still early days as Quebec doesn't have an oil/gas act that monitors the business. Will be several years before there is any significant production.
oil/gas
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Have some small producing assets in Western Canada but the real story is the huge land position in the Utica gas shale play in Quebec. Still early days as Quebec doesn't have an oil/gas act that monitors the business. Will be several years before there is any significant production.
oil/gas
0 0 0 0 0
0 comments
Robert Lyon

Senior. Vi, AGF Funds Inc....

Price Price
$4.130
Owned Owned
No

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BUY
Lake Shore Gold(LSG-T) 

April 9, 2010

Have been drilling and getting some nice high grades. Think it will eventually get acquired at much higher levels.
precious metals
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0 comments
Have been drilling and getting some nice high grades. Think it will eventually get acquired at much higher levels.
precious metals
0 0 0 0 0
0 comments
Robert Lyon

Senior. Vi, AGF Funds Inc....

Price Price
$3.100
Owned Owned
Yes

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