Opinions by Andrew Cook | StockChase
429
Andrew Cook

ON STOCKCHASE SINCE Nov 2001

Andrew Cook and Associates
info@acook.ca
http://acook.ca/


Opinions by Andrew Cook


Signal Opinion Expert Chart

2011-12-06

COMMENT
A Comment -- General Comments From an Expert 
Uranium stocks. This is not on a lot of peoples radar screen at the moment. After the Japanese earthquake, a lot of people focused on other directions. There is probably also a lot of tax loss selling. Uranium will have legs longer term but in the short term, there doesn't seem to be any momentum. If you have the time horizon of a couple of years, it would be a good time to get in.
Andrew Cook

, Andrew Cook and Associates

Price: $0.020
Owned: Unknown

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2011-12-06

TOP PICK
Antrim Energy (AEN-X (DELIST))
North Sea oil. Some production in Argentina but the real juice to the story is a development well that they are partnered with in the North Sea that is coming on in 2012 with a 2nd one in 2013. This will ramp up their cash flow and increase their production by 50%. Well-financed. Could pull back from here but would use that to accumulate.
oil/gas
Andrew Cook

, Andrew Cook and Associates

Price: $1.250
Owned: Yes

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2011-12-06

BUY
Athabasca Oil Sands Corp (ATH-T)
Has an oil sands project that is slated to come on in 2014-2015. Great optionality to it and great leverage to the price of oil. At these levels, is pretty reasonable to hold for the next couple of years.
oil/gas
Andrew Cook

, Andrew Cook and Associates

Price: $13.350
Owned: Unknown

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2011-12-06

BUY
Aurcana Corp. (AUN-X)
A smaller silver producer. They have one silver mine and are attempting to ramp up with another. Good price.
precious metals
Andrew Cook

, Andrew Cook and Associates

Price: $0.820
Owned: Unknown

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2011-12-06

PAST TOP PICK
Avion Gold (AVR-T (Dead))
(A Top Pick March 31/11. Down 1.78%.) Was up until a couple of weeks ago when they had a production shortfall. Will be increasing their production above 50% over the next year. An attractive entry point.
Mining
Andrew Cook

, Andrew Cook and Associates

Price: $1.730
Owned: Yes

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2011-12-06

PAST TOP PICK
B2Gold Corp. (BTO-T)
(A Top Pick March 31/11. Up 16.78%.) Will have increased production over the next couple of years. Still likes.
Golds
Andrew Cook

, Andrew Cook and Associates

Price: $3.520
Owned: Yes

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2011-12-06

BUY
American Bonanza Gold Mining (BZA-T (Dead))
Silver in Nevada. They are in the process of just starting production and as they begin production, there's typically a revaluation. Has performed reasonably well over the last 6 months to a year. Has significantly higher potential.
precious metals
Andrew Cook

, Andrew Cook and Associates

Price: $0.540
Owned: Unknown

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2011-12-06

TOP PICK
Coastal Energy (CEN-T (Dead2))
Oil/gas producer in Thailand. The real story is their offshore Thailand oil production. Have had some significant success, which is continuing. Have the ability to double their production over the next year or so. Reasonable valuation at about 3X 2012 cash flows.
oil/gas
Andrew Cook

, Andrew Cook and Associates

Price: $13.970
Owned: Yes

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2011-12-06

BUY
Calfrac Well Services Ltd (CFW-T)
Likes the oil services sector. In spite of all the issues, oil is still trading very strong. Activity level should remain reasonably robust. Stock is pulled back so it's at a level where it is a reasonable buy.
oil/gas field services
Andrew Cook

, Andrew Cook and Associates

Price: $27.250
Owned: Unknown

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2011-12-06

PAST TOP PICK
Claude Resources (CRJ-T (Dead))
(A Top Pick March 31/11. Down 24.58%.) Saskatchewan production with a high-grade production near Red Lake in Ontario. Still likes.
precious metals
Andrew Cook

, Andrew Cook and Associates

Price: $1.820
Owned: Yes

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2011-12-06

COMMENT
Colossus Minerals Inc. (CSI-T (Dead))
Gold developer but not in production yet. Has a project in Brazil. Potential upside could come from some of their other projects that they have going on there. Probably won't do a heck of a lot until production is in the headlights.
precious metals
Andrew Cook

, Andrew Cook and Associates

Price: $6.850
Owned: Unknown

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2011-12-06

BUY
Freeport McMoran Copper & Gold (FCX-N)
Around the current price level would be a reasonable time to get in. He noticed that a lot of commodity stocks were underperforming the commodity but this one started to outperform copper in mid-October.
non-base metal mining
Andrew Cook

, Andrew Cook and Associates

Price: $40.540
Owned: Unknown

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2011-12-06

TOP PICK
Ithaca Energy Inc. (IAE-T (Dead))
North Sea oil. Between 2011-2013, with the projects they have coming on stream, they'll be tripling their production and cash flows. Cheap valuation.
oil/gas
Andrew Cook

, Andrew Cook and Associates

Price: $1.990
Owned: Yes

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2011-12-06

DON'T BUY
NovaGold Resources Inc (NG-T)
Has been a management shakeup and investing some assets. Will Barrick (ABX-T) take them out? The ducks are lining up to make a thesis. Will be price dependent. He would not invest in anything on the premise that they will be taken out. There are better places to put your money.
precious metals
Andrew Cook

, Andrew Cook and Associates

Price: $11.110
Owned: Unknown

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2011-12-06

BUY
New Millennium Capital Corp. (NML-T)
A lot of the small stocks have been hit. This is probably a reasonable level to get in.
metal mines
Andrew Cook

, Andrew Cook and Associates

Price: $1.420
Owned: Unknown

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