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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Date Signal Chart Company Opinion
2009-08-20
BUY

BWR-T (Dead)

$0.270

Breakwater Resources


Zinc producer. Not too many ways to play zinc and this is probably the best way to play it. Reasonably valued. As prices recover, there is the potential for them to bring back on their closed mines, which could add to their production profile going forward.
metal mines
2011-07-21
TOP PICK

IZN-X (Dead)

$0.920

Iberian Minerals Corporation


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
2010-01-20
BUY

BWR-T (Dead)

$0.495

Breakwater Resources


Zinc producer and tends to be the “go to” name. Favourably disposed to zinc over the next few years.
metal mines
2009-10-28
TOP PICK

BWR-T (Dead)

$0.350

Breakwater Resources


Zinc has been strong and expects it to continue. This one provides the best leverage. Had a good run and has now pulled back nicely. Have the capacity to expand production. Have a mill in Quebec that can be brought on very quickly with very little capital.
metal mines
2011-07-21
TOP PICK

CFB-X (Unlisted

$4.500

Chieftain Metals


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
2010-07-27
BUY

QUX-T (Dead)

$12.440

Quadra FNX Mining Ltd


You have to believe in higher copper prices. Cash flow is fairly significant.
metal mines
2010-07-27
COMMENT

General Comment

N/A


You have a strong, steep yield curve, which is strongly simulative, Federal banks are fairly accommodative and earnings are growing. But we have had this big move off the bottom and then we have this pause, which is the market adjusting to lower rate of growth. Markets will not necessarily go sideways for an extended period. Emerging economies will lead us up. Is thinking of putting money back to work.
GENERAL COMMENT
2009-06-17
PARTIAL BUY

AGU-T

$48.490

Agrium


You could start accumulating on dips. There could be better entry points over the summer.
chemicals
2008-07-02
BUY on WEAKNESS

POT-T

$216.800

Potash Corp of Saskatchewan


Would wait for another 10%-15% down before buying. This year, agricultural stocks in general have been the hot sectors. In the current market environment, investors are taking profits. A fair amount of fear in the market, which will continue to rise, possibly over the next few weeks.
integrated mines
2009-10-28
BUY on WEAKNESS

ABX-T

$37.040

Barrick Gold


Would buy on weakness. Low $30's would be really nice.
precious metals
2008-07-02
DON'T BUY

LIF-T

$54.530

Labrador Iron Ore Royalty


Would be a little cautious right now seeing the growth scare in the market. Steel producers were down quite a bit today and he suspects that some of the iron ore producers would have the same weaknesses.
Financial Services
2009-04-24
BUY

FNX-T(Dead)

$5.650

FNX Mining Company


World’s largest nickel producer has said they are going to shut down production for 8 weeks over the summer. They process a lot of nickel that FNX produces. Analysts are looking to reduce production Forecast. from FNX. Seeing supply custs in virtually all the commodities.
precious metals
2011-03-31
BUY

AGI-T

$15.340

Alamos Gold Inc


With gold near an all time high, this is a mid to large size company that gives you some upside.
precious metals
2008-05-29
COMMENT

TECK.B-T

$47.410

Teck Resources Ltd. (B)


Will be a big beneficiary of higher copper prices. From a liquidity and volatility point of view it is a comfortable stock for people to own.
precious metals
2002-01-24
DON'T BUY

S-T

$4.200

Sherritt International Corp.


Will always suffer because of the Cuban assets.
integrated mines
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