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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2011-12-06

BUY
Potash Corp of Saskatchewan (POT-T)
Like most resource stocks, it has been going down for the better part of a year. However, global fertilizer demand still remains strong. This is an opportunity.
integrated mines
Andrew Cook

, Andrew Cook and Associates

Price: $43.990
Owned: Unknown

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2011-12-06

BUY
Tuscany International Drilling (TID-T (Dead))
Likes the story. Service drilling company that is focused in South America some in Africa. Has a fair amount of debt and the stock has been under pressure. Did an acquisition that closed in September. The real story is their up-to-date technology that allows them into more remote areas. 80% of their rigs are contracted over the next year or so. Cash flows are going to ramp up over the next year.
oil/gas
Andrew Cook

, Andrew Cook and Associates

Price: $0.580
Owned: Unknown

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2011-12-06

BUY
U.S. Silver Corp. (USA-T (Acquired)
Their ability to ramp up and grow production is what he likes about the story. Also likes the long-term fundamentals for silver.
precious metals
Andrew Cook

, Andrew Cook and Associates

Price: $0.495
Owned: Yes

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2011-09-01

COMMENT
A Comment -- General Comments From an Expert 
Market. Feels we are in a bottoming process here and in the economy so it may take a little time but there are some opportunities out there.
Andrew Cook

, Andrew Cook and Associates

Price: $0.020
Owned: Unknown

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2011-09-01

COMMENT
A Comment -- General Comments From an Expert 
Gold. Feels that gold will still remain relatively strong, above $1500-$1600. He is biased that the gold stocks (versus bullion) will start to rise.
Andrew Cook

, Andrew Cook and Associates

Price: $0.020
Owned: Unknown

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2011-09-01

COMMENT
A Comment -- General Comments From an Expert 
Oil. This is probably in some kind of a range. Not sure it has bottomed yet or not. Might retest its lows in the next couple of months. Europe has some issues to work out as does the US. Economically sensitive commodities, such as oil, could just continue to grind away.
Andrew Cook

, Andrew Cook and Associates

Price: $0.020
Owned: Unknown

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2011-09-01

PAST TOP PICK
Allana Potash Corp (AAA-T (Acquired)
(A Top Pick Jan 12/11. Up 81.82%.)
Mining
Andrew Cook

, Andrew Cook and Associates

Price: $1.390
Owned: Yes

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2011-09-01

BUY
Argonaut Gold (AR-T)
One of his larger holdings. Mid-tear gold producer in Mexico. Good management. Recently acquired Pediment Exploration, which will allow them to double their production in 2013-2014.
Mining
Andrew Cook

, Andrew Cook and Associates

Price: $6.210
Owned: Yes

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2011-09-01

TOP PICK
Banro Corp. (BAA-T)
Gold. In the development stage in the Democratic Republic of Congo and will prove producing in the 4th quarter of 2011. Moving from a developer tool producer should give them a re-evaluation as they start to generate some cash flows.
precious metals
Andrew Cook

, Andrew Cook and Associates

Price: $4.640
Owned: Yes

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2011-09-01

TOP PICK
American Bonanza Gold Mining (BZA-T (Dead))
An emerging gold producer in New Mexico. Trading cheaply at less than 2X cash flow in 2012. Have the opportunity to significantly increase the size of their resource. Starting to ramp up production.
precious metals
Andrew Cook

, Andrew Cook and Associates

Price: $0.530
Owned: Yes

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2011-09-01

PAST TOP PICK
Ithaca Energy Inc. (IAE-T (Dead))
(A Top Pick Jan 12/11. Down 26%.) Had some issues with drilling, so he sold this around February. This has been sorted out now and he is looking at it again. Likes the company. Cheap and have great growth profile over the next couple of years.
oil/gas
Andrew Cook

, Andrew Cook and Associates

Price: $2.060
Owned: No

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2011-09-01

COMMENT
Lake Shore Gold (LSG-T (Acquired)
Timmins mine was started in Q1 of 2011 and they recently announced production was going to be significantly less than was expected. Mind start-ups are never smooth and you always have blips. There is now a credibility issue with management. Expects this is the bottom and there will be more upside.
precious metals
Andrew Cook

, Andrew Cook and Associates

Price: $2.250
Owned: Unknown

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2011-09-01

PARTIAL BUY
New Millennium Capital Corp. (NML-T)
This is a reasonable time to start accumulating shares. (Rio Tinto (RIO-N) expects to see iron ore demand double by 2019.)
metal mines
Andrew Cook

, Andrew Cook and Associates

Price: $1.860
Owned: Yes

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2011-09-01

PAST TOP PICK
Starfield Resources Inc. (SRU-T (Dead))
(A Top Pick Jan 12/11. Down 42.85%.) Extremely volatile. Trading significantly below NAV. Should have some significant news in the next 6 months on 3 of their properties
other mines
Andrew Cook

, Andrew Cook and Associates

Price: $0.045
Owned: Yes

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2011-09-01

COMMENT
Silvercorp Metals Inc. (SVM-T)
Focused on high-grade silver deposits. Producing in China and recently initiated a dividend of about 1%. Significant cash balance. Three other projects are coming online in the next couple of years. 2 in China and 1 in British Columbia.
precious metals
Andrew Cook

, Andrew Cook and Associates

Price: $8.230
Owned: Unknown

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2011-09-01

TOP PICK
Torex Gold Resources (TXG-T)
Development stage gold the company in Mexico. Won't be in position to produce for the next couple of years but have 10+ drills working at the moment and will have a formal resource out later this year.
precious metals
Andrew Cook

, Andrew Cook and Associates

Price: $1.630
Owned: Yes

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2011-09-01

COMMENT
Western Potash (WPX-T (Dead))
Expect at some point in time there will be a takeover bid from somebody.
Mining
Andrew Cook

, Andrew Cook and Associates

Price: $1.330
Owned: Unknown

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2011-09-01

COMMENT
Western Copper (WRN-T)
Have 17 million ounces of gold, 8 reserved and 9 inferred as well as 10 billion pounds of copper. Most likely to be taken out at a significant premium from the current price.
Mining
Andrew Cook

, Andrew Cook and Associates

Price: $2.920
Owned: No

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2011-07-21

BUY
A Comment -- General Comments From an Expert 
Markets have been undergoing a correction since mid-January. There are a lot of events and bad news that is built into the market. Basically, there is a nice bottom forming and we should be going up from here.
Andrew Cook

, Andrew Cook and Associates

Price: $0.020
Owned: Unknown

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2011-07-21

COMMENT
A Comment -- General Comments From an Expert 
Oil. Global oil demand is at an all-time high and there are no significant sources of supply. There will be short-term back-and-forth movements and the bias has to be upwards.
Andrew Cook

, Andrew Cook and Associates

Price: $0.020
Owned: Unknown

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2011-07-21

COMMENT
A Comment -- General Comments From an Expert 
Gold. In the last couple of months, he has been buying gold stocks. They've all had a good move so hasn't been buying in the last week or so but feels they are going to be a leadership group. Typically gold stocks perform pretty well in the 2nd half of the year. Gold tends to track global liquidity and money supply has been ramping up, especially in the US.
Andrew Cook

, Andrew Cook and Associates

Price: $0.020
Owned: Unknown

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2011-07-21

COMMENT
A Comment -- General Comments From an Expert 
Ring of Fire in northern Ontario has a number of smaller companies that have been taken out. There will be infrastructure going in, which will make a lot of the smaller companies economic. You might like to own a basket of these companies.
Andrew Cook

, Andrew Cook and Associates

Price: $0.020
Owned: Unknown

Must be logged in to use chart

2011-07-21

TOP PICK
Antrim Energy (AEN-X (DELIST))
Oil/gas producer in the North Sea and Argentina. 2012 production should increase by about a third over 2011. Stock is trading at significant discount to NAV. Have significant drilling opportunities coming up in the next 6 months. Fully funded.
oil/gas
Andrew Cook

, Andrew Cook and Associates

Price: $1.110
Owned: Yes

Must be logged in to use chart

2011-07-21

TOP PICK
Chieftain Metals (CFB-X (Unlisted)
Zinc deposit in BC. Just received a couple permits. Extremely cheap because they have some gold and silver in the project at expect they will enter into some kind of royalty agreement.
Mining
Andrew Cook

, Andrew Cook and Associates

Price: $4.500
Owned: Yes

Must be logged in to use chart

2011-07-21

BUY
Cline Mining Corp. (CMK-T (Dead))
An emerging coal producer in Colorado. Just announced that this year's production is going to be less than expected. Good entry point here.
Mining
Andrew Cook

, Andrew Cook and Associates

Price: $2.200
Owned: Unknown

Must be logged in to use chart

2011-07-21

BUY
Canacol Energy Ltd. (CNE-T)
Large oil resource in Colombia and production has been increasing significantly. Stock price has not tracked the price of oil. Thinks the stock got over own and expectations is priced into the stock. Reasonable entry point at this level.
oil/gas
Andrew Cook

, Andrew Cook and Associates

Price: $0.940
Owned: Unknown

Must be logged in to use chart

2011-07-21

BUY
Copper Fox Metals (CUU-X)
Likes the story and is bullish on copper. This is a good way to get leverage to the price of copper. Have a deposit in BC and will be completing a feasibility study later this year. Reasonably well financed.
metal mines
Andrew Cook

, Andrew Cook and Associates

Price: $1.980
Owned: Unknown

Must be logged in to use chart

2011-07-21

TOP PICK
Iberian Minerals Corporation (IZN-X (Dead))
Zinc producer in Spain and Peru. One of the biggest things holding the stock back is that they have a number of hedges in place for their production. A significant portion of hedges comes off this year. 2012 cash flow should ramp up significantly. Trading at less than 2X cash flow.
precious metals
Andrew Cook

, Andrew Cook and Associates

Price: $0.920
Owned: Yes

Must be logged in to use chart

2011-07-21

BUY
Mega Uranium Limited (MGA-T)
Uranium development story in Western Australia. As they move towards production, there will be feasibility studies and financing, which should give a lift in the stock. Uranium is out of favour at the moment but risk/reward is pretty good at this juncture.
non-base metal mining
Andrew Cook

, Andrew Cook and Associates

Price: $0.400
Owned: Unknown

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2011-07-21

PAST TOP PICK
PetroMagdalena Energy (PMD-X (Dead))
(A Top Pick July 27/10. Down 50.09%.)
precious metals
Andrew Cook

, Andrew Cook and Associates

Price: $1.400
Owned: Unknown

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2011-07-21

BUY
Donner Metals Ltd. (SFX-X)
Primary asset is a zinc development play in Quebec in a joint venture with Xstrata. Recently made an arrangement with Sandstorm giving them financing. Targeted to come into production in 2013. If you have a 2 year timeline until production, this is a good play.
Mining
Andrew Cook

, Andrew Cook and Associates

Price: $0.280
Owned: Yes

Must be logged in to use chart

2011-07-21

BUY
Thompson Creek Metals (TCM-T (Dead))
Mainly molybdenum but did acquire a BC copper company. Stock has been correcting for the first half of the year but looks like it's at a good level now.
non-base metal mining
Andrew Cook

, Andrew Cook and Associates

Price: $9.460
Owned: Unknown

Must be logged in to use chart

2011-07-21

PAST TOP PICK
Trinidad Drilling Ltd (TDG-T)
(A Top Pick July 27/10. Up 89.26%.)
oil/gas field services
Andrew Cook

, Andrew Cook and Associates

Price: $10.170
Owned: No

Must be logged in to use chart

2011-07-21

PAST TOP PICK
Uranium Participation Corp. (U-T)
(A Top Pick July 27/10. Up 2.05%.)
precious metals
Andrew Cook

, Andrew Cook and Associates

Price: $6.380
Owned: No

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2011-07-21

COMMENT
Western Potash (WPX-T (Dead))
As they continue to achieve their milestones, at some point someone will step in to acquire them. He is bullish on potash.
Mining
Andrew Cook

, Andrew Cook and Associates

Price: $1.450
Owned: Unknown

Must be logged in to use chart

2011-05-19

BUY
Allana Potash Corp (AAA-T (Acquired)
Ethiopia potash. This has been on of the stronger potash stocks out there. It’s shallow and they have only explored about 10% of the property. Good probability of a takeout.
Mining
Andrew Cook

, Andrew Cook and Associates

Price: $1.670
Owned: Unknown

Must be logged in to use chart

2011-05-19

TOP PICK
Arcan Resources Ltd. (ARN-X(dead))
Oil producer in the western Canadian basin. Their big play is the Swan Hills play in Alberta. Had 100% drilling success this year. Well financed and valuation is good.
oil/gas
Andrew Cook

, Andrew Cook and Associates

Price: $4.750
Owned: Yes

Must be logged in to use chart

2011-05-19

PAST TOP PICK
Corridor Resources Inc (CDH-T)
(A Top Pick April 26/10. Down 7.7%.) In New Brunswick with a couple of large resource plays. Hit a dry hole but are trying to sort it out.
oil/gas
Andrew Cook

, Andrew Cook and Associates

Price: $4.310
Owned: Unknown

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2011-05-19

BUY
Cline Mining Corp. (CMK-T (Dead))
Met coal producer that has just started to produce. One of the best performers off the market bottom. Metallurgical coal, along with copper has been the strongest off the bottom but not sure they will be the leaders in the next rally.
Mining
Andrew Cook

, Andrew Cook and Associates

Price: $2.890
Owned: Unknown

Must be logged in to use chart

2011-05-19

BUY
Copper Mountain Mining (CMMC-T)
Likes this one. As companies start production, they do get a rerating from a developer to a producer. Copper prices have gone sideways and down in the last little while. One of the stronger stocks where you want to be positioned.
Mining
Andrew Cook

, Andrew Cook and Associates

Price: $7.290
Owned: Unknown

Must be logged in to use chart

2011-05-19

PAST TOP PICK
Denison Mines Corp (DML-T)
(A Top Pick April 26/10. Up 55.73%.) Uranium producer in the US and have some interesting properties here. Thinks it has found a bottom here so looks attractive from a longer perspective.
non-base metal mining
Andrew Cook

, Andrew Cook and Associates

Price: $2.000
Owned: Unknown

Must be logged in to use chart

2011-05-19

TOP PICK
First Nickel Inc. (FNI-T (Unlisted)
Own the Lockerbie mine in Sudbury Ontario. Shut down during the financial crisis but are starting production again later this year and into 2012. Criticism has been that they have a short resource life, which is fair, but are drilling to extend that life. Financing is in place. Trading pretty cheaply here.
metal mines
Andrew Cook

, Andrew Cook and Associates

Price: $0.160
Owned: Yes

Must be logged in to use chart

2011-05-19

BUY
Canyon Services Group (FRC-T (Dead))
Drilling sector had a really good run this year and with the higher price of oil and liquids, there is lots of drilling going on. A big driver has been the large resource play with the proliferation of horizontal drilling and fracing and they are benefiting from this. Well financed and have a lot of cash. 80% of equipment is less than a year old.
oil/gas field services
Andrew Cook

, Andrew Cook and Associates

Price: $14.770
Owned: Unknown

Must be logged in to use chart

2011-05-19

BUY on WEAKNESS
Inmet Mining (IMN-T (Dead))
Reasonable buy at these levels. Expect markets will grind sideways for the next couple of months so accumulate on weakness. Have their Spanish mine coming on next year, which should increase their production. Have a significantly larger mine coming on in 2015-2016 in Panama. Accumulate on weakness.
integrated mines
Andrew Cook

, Andrew Cook and Associates

Price: $66.430
Owned: Unknown

Must be logged in to use chart

2011-05-19

COMMENT
Mercator Minerals Ltd. (ML-T (Dead))
Possible merger with Creston Moly (CMS-X) would be good. Will increase their size. Similar minerals and both in North America.
metal mines
Andrew Cook

, Andrew Cook and Associates

Price: $3.050
Owned: Unknown

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