Opinions by Andrew Cook | StockChase
429
Andrew Cook

ON STOCKCHASE SINCE Nov 2001

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

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
COMMENT
General Market Comment 

December 6, 2011

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.
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.
Unknown
Andrew Cook

, Andrew Cook and Asso...

PricePrice
$0.020
Owned Owned
Unknown

Must be logged in to use chart
TOP PICK
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
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 Asso...

PricePrice
$1.250
Owned Owned
Yes

Must be logged in to use chart
BUY
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
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 Asso...

PricePrice
$13.350
Owned Owned
Unknown

Must be logged in to use chart
BUY
Aurcana Corp.(AUN-X) 

December 6, 2011

A smaller silver producer. They have one silver mine and are attempting to ramp up with another. Good price.
precious metals
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 Asso...

PricePrice
$0.820
Owned Owned
Unknown

Must be logged in to use chart
PAST TOP PICK
Avion Gold(AVR-T (Dead)) 

December 6, 2011

(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
(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 Asso...

PricePrice
$1.730
Owned Owned
Yes

Must be logged in to use chart
PAST TOP PICK
B2Gold Corp.(BTO-T) 

December 6, 2011

(A Top Pick March 31/11. Up 16.78%.) Will have increased production over the next couple of years. Still likes.
Golds
(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 Asso...

PricePrice
$3.520
Owned Owned
Yes

Must be logged in to use chart
BUY
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
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 Asso...

PricePrice
$0.540
Owned Owned
Unknown

Must be logged in to use chart
TOP PICK
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
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 Asso...

PricePrice
$13.970
Owned Owned
Yes

Must be logged in to use chart
BUY
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
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 Asso...

PricePrice
$27.250
Owned Owned
Unknown

Must be logged in to use chart
PAST TOP PICK
(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
(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 Asso...

PricePrice
$1.820
Owned Owned
Yes

Must be logged in to use chart
COMMENT
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
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 Asso...

PricePrice
$6.850
Owned Owned
Unknown

Must be logged in to use chart
BUY
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
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 Asso...

PricePrice
$40.540
Owned Owned
Unknown

Must be logged in to use chart
TOP PICK
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
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 Asso...

PricePrice
$1.990
Owned Owned
Yes

Must be logged in to use chart
DON'T BUY
NovaGold Resources Inc(NG-T) 

December 6, 2011

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
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 Asso...

PricePrice
$11.110
Owned Owned
Unknown

Must be logged in to use chart
BUY
A lot of the small stocks have been hit. This is probably a reasonable level to get in.
metal mines
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 Asso...

PricePrice
$1.420
Owned Owned
Unknown

Must be logged in to use chart
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