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


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2011-05-19

TOP PICK
Mirabela Nickel (MNB-T (Dead))
Significant sized nickel project coming on in Brazil. Starting production later this year and ramping up to full production in 2012. Fully financed. Great valuation. People have not been paying attention to nickel, which has an upward bias and not a lot of downside.
metal mines
Andrew Cook

, Andrew Cook and Associates

Price: $2.160
Owned: Yes

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2011-05-19

BUY
Passport Potash (PPI-X (UnListed)
As long as you believe that potash prices are going to increase or stabilize, this is a reasonable play. Have a potash resource in Arizona and will be coming out with a formal resource later this year. Early stage project, but are well financed. Close to a lot of infrastructure for product shipments. There will be a lot of volatility.
Mining
Andrew Cook

, Andrew Cook and Associates

Price: $0.690
Owned: Unknown

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2011-05-19

BUY
Quadra FNX Mining Ltd (QUX-T (Dead))
Good way to get exposure to copper. Has hung in quite well in spite of the market. As the market starts to recover, it will do well and will attract some money.
metal mines
Andrew Cook

, Andrew Cook and Associates

Price: $14.670
Owned: Unknown

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2011-05-19

DON'T BUY
Sterling Resources (SLG-X)
Had some poor results and in this market environment no one gets the benefit of the doubt. Will take the market a while to recover. Stocks like this tend to be in the penalty box for awhile so would look elsewhere.
oil/gas
Andrew Cook

, Andrew Cook and Associates

Price: $1.790
Owned: No

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2011-05-19

BUY
Semafo Inc (SMF-T)
Suffered from 1) seasonal peak in gold and 2) production profile has been increasing in the last couple of years but this year has been fairly flat. Will start to increase again next year. Have been increasing the size of their resource in Burkina Faso significantly. 2012 will be the start of a new leg of growth. Risk/reward is pretty good.
precious metals
Andrew Cook

, Andrew Cook and Associates

Price: $7.730
Owned: Unknown

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2011-05-19

PAST TOP PICK
Twin Butte Energy (TBE-T (Not list)
(A Top Pick April 26/10. Up 101.54%.) About 50% natural gas and 50% oil. In Alberta.
oil/gas
Andrew Cook

, Andrew Cook and Associates

Price: $2.750
Owned: Unknown

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2011-05-19

COMMENT
Total Energy Services Inc (TOT-T)
Service sector as a whole has a lot of wind at its back. The pullback in the share price is not unusual in a market like this.
oil/gas field services
Andrew Cook

, Andrew Cook and Associates

Price: $13.820
Owned: Unknown

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2011-03-31

COMMENT
A Comment -- General Comments From an Expert 
Not bearish on any commodities. Natural gas has been a laggard but thinks the potential is there for a surprise on the upside. From a long-term perspective, uranium is reasonable but the one caveat is that you need to see how the Japanese situation unfolds. If everything is OK, it could be positive for uranium.
Andrew Cook

, Andrew Cook and Associates

Price: $0.020
Owned: Unknown

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2011-03-31

BUY
Allana Potash Corp (AAA-T (Acquired)
Ethiopian potash play. Had originally recommended it as he was positive on the sector and their valuation was significantly lower than their comps and were doing a lot of drilling and increasing the size of the resource and had only explored about 10% of their land holdings, so potential for upside was significant. At these levels he would consider adding as he still sees significant upside.
Mining
Andrew Cook

, Andrew Cook and Associates

Price: $1.840
Owned: Yes

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2011-03-31

BUY
Alamos Gold Inc (AGI-T)
With gold near an all time high, this is a mid to large size company that gives you some upside.
precious metals
Andrew Cook

, Andrew Cook and Associates

Price: $15.340
Owned: Unknown

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2011-03-31

BUY
Argonaut Gold (AR-T)
Good way to play the price of gold. Pretty nice production profile.
Mining
Andrew Cook

, Andrew Cook and Associates

Price: $4.730
Owned: Unknown

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2011-03-31

TOP PICK
Avion Gold (AVR-T (Dead))
Gold production in Mali in West Africa. 2011 has been an investment year for them and should be able to double the production by 2012. Have some interesting exploration properties also. Have a lot of leverage to gold prices presuming gold prices stay high. Unhedged.
Mining
Andrew Cook

, Andrew Cook and Associates

Price: $1.680
Owned: Yes

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2011-03-31

TOP PICK
B2Gold Corp. (BTO-T)
2 gold mines in Nicaragua with a significant ramp in production. Significant exploration to increase the size of their resource. Plan is to increase the life of the mine and to increase the amount of high-grade gold.
Golds
Andrew Cook

, Andrew Cook and Associates

Price: $2.980
Owned: Yes

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2011-03-31

PAST TOP PICK
Corridor Resources Inc (CDH-T)
(A Top Pick April 26/10. Down 2.46%.)
oil/gas
Andrew Cook

, Andrew Cook and Associates

Price: $5.320
Owned: Unknown

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2011-03-31

BUY
Cline Mining Corp. (CMK-T (Dead))
Emerging coal player meaning they will be ramping up production. A sweet spot as they get a re-rating plus continued strong coal prices. Broken its downtrend. Many coal/copper stocks peaked in 2nd week of January. Earthquake made a lot of investors think the market was starting to correct but a lot of them had already corrected. There has been a rolling correction from mid-January and he looks at as a bull market correction.
Mining
Andrew Cook

, Andrew Cook and Associates

Price: $3.490
Owned: Unknown

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