Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 12, 2007
Very constructive on copper. Based in the Congo, which has the best global copper resources. Recently was the subject of a hostile takeover, the stock spiked and then fell back to $12 after the offer failed. Recently a merger with Nikanor Mining. By 2011 this will become the world's 4th largest copper producer and the world's largest cobalt producer. Combined, it will be worth $23.
Katanga Mining Ltd. (KAT-T)
December 12, 2007
Very constructive on copper. Based in the Congo, which has the best global copper resources. Recently was the subject of a hostile takeover, the stock spiked and then fell back to $12 after the offer failed. Recently a merger with Nikanor Mining. By 2011 this will become the world's 4th largest copper producer and the world's largest cobalt producer. Combined, it will be worth $23.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$16.930
Owned
Yes
TOP PICK
TOP PICK
December 12, 2007
A 2-project company. Recently purchased a gold mine in Mauritania. This is the one of the Lundin (LUN-T) companies. Finding a lot of high-grade deposits in Uganda. Thinks they can do about $.50 on a cash flow basis next year.
Red Back Mining Inc (RBI-T)
December 12, 2007
A 2-project company. Recently purchased a gold mine in Mauritania. This is the one of the Lundin (LUN-T) companies. Finding a lot of high-grade deposits in Uganda. Thinks they can do about $.50 on a cash flow basis next year.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$6.380
Owned
Yes
COMMENT
COMMENT
December 12, 2007
An exchange for N.A. loyalty points program. Have recently been signing contracts and has done incredibly well lately. At these levels he would have to do some evaluations. Has a high growth profile.
An exchange for N.A. loyalty points program. Have recently been signing contracts and has done incredibly well lately. At these levels he would have to do some evaluations. Has a high growth profile.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$3.880
Owned
No
BUY WEAKNESS
BUY WEAKNESS
December 12, 2007
Solar space and alternative energies. Recently raised some money and in the process of building a solar cell plant in Germany to be opened in the middle of 08. Also have technology to give solar cells 18% efficiencies versus the current standard of 15%. Solar silicon can be a risk for them. He has tended to stick with bigger companies and hydropower and LED technology. Too expensive for him.
Solar space and alternative energies. Recently raised some money and in the process of building a solar cell plant in Germany to be opened in the middle of 08. Also have technology to give solar cells 18% efficiencies versus the current standard of 15%. Solar silicon can be a risk for them. He has tended to stick with bigger companies and hydropower and LED technology. Too expensive for him.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$2.080
Owned
No
STRONG BUY
STRONG BUY
December 12, 2007
Gold producer. A favourite of his company’s precious metal specialist. Under recognized by the market. 80 kilometres away from the Red Lake camp, one of the most prolific gold camps in the world. Have been discovering more gold in the area. Expect they will ramp production over the next couple of years.
Gold producer. A favourite of his company’s precious metal specialist. Under recognized by the market. 80 kilometres away from the Red Lake camp, one of the most prolific gold camps in the world. Have been discovering more gold in the area. Expect they will ramp production over the next couple of years.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$1.360
Owned
Yes
HOLD
HOLD
December 12, 2007
Have been having some interesting discoveries in Argentina. Struggled this year because of lower success in exploration and Argentina legislative issues towards oil/gas. Prefers others such as Oilexco (OIL-T), Pan Orient (POE-X) and TriStar Oil (TOG-T).
Have been having some interesting discoveries in Argentina. Struggled this year because of lower success in exploration and Argentina legislative issues towards oil/gas. Prefers others such as Oilexco (OIL-T), Pan Orient (POE-X) and TriStar Oil (TOG-T).
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$10.300
Owned
No
DON'T BUY
DON'T BUY
December 12, 2007
2 business, Venture Steel, a steel distribution company and a fabrication business for retail and automotive. Has struggled with low utilization levels of its capacity and has taken on an inordinate amount of debt. End market demand is also weaker. Fairly valued.
Royal Laser (RLC-T)
December 12, 2007
2 business, Venture Steel, a steel distribution company and a fabrication business for retail and automotive. Has struggled with low utilization levels of its capacity and has taken on an inordinate amount of debt. End market demand is also weaker. Fairly valued.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$0.640
Owned
No