Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 21, 2008
Very disappointing stock. This is a water story and they have systems for the oil/gas industry. He likes both the water and oil sectors. Unfortunately, their results have been very disappointing. Merged with another company in 07. Cutting costs.
ProSep Inc. (PRP-T)
January 21, 2008
Very disappointing stock. This is a water story and they have systems for the oil/gas industry. He likes both the water and oil sectors. Unfortunately, their results have been very disappointing. Merged with another company in 07. Cutting costs.
Jean-Francois Tardif
Senior Portfolio Manager, Sprott Asset Management
Price
$0.260
Owned
Unknown
TOP PICK
TOP PICK
January 21, 2008
Take rare metals and refine them to a very high purity. Use them in solar panels as well as LED and Imaging technologies. Sales were up 39% last quarter, year-over-year. Gross margins went up 500 basis points and the net margin after tax was 18%. Now partnered with First Solar (FSLR-Q), which is building plants globally for solar panel production.
5N Plus (VNP-T)
January 21, 2008
Take rare metals and refine them to a very high purity. Use them in solar panels as well as LED and Imaging technologies. Sales were up 39% last quarter, year-over-year. Gross margins went up 500 basis points and the net margin after tax was 18%. Now partnered with First Solar (FSLR-Q), which is building plants globally for solar panel production.
Jean-Francois Tardif
Senior Portfolio Manager, Sprott Asset Management
Price
$6.250
Owned
Yes
TOP PICK
TOP PICK
January 21, 2008
Railroad renovations. In this kind of market, he is trying to find companies that will do well even if the US goes into a recession. Just made an acquisition of a company that got a $101 million contract with Via Rail. Very knowledgeable management.
Railroad renovations. In this kind of market, he is trying to find companies that will do well even if the US goes into a recession. Just made an acquisition of a company that got a $101 million contract with Via Rail. Very knowledgeable management.
Jean-Francois Tardif
Senior Portfolio Manager, Sprott Asset Management
Price
$4.150
Owned
Yes
TOP PICK
TOP PICK
January 21, 2008
He supplied provider to hospitals, nursing homes, et cetera. Healthcare sector so very protected in the event of a recession. Growing between 5% and 15% annually. Generates a lot of free cash flow. Distribution of around $.92 giving a 10% yield plus 10% growth.
He supplied provider to hospitals, nursing homes, et cetera. Healthcare sector so very protected in the event of a recession. Growing between 5% and 15% annually. Generates a lot of free cash flow. Distribution of around $.92 giving a 10% yield plus 10% growth.
Jean-Francois Tardif
Senior Portfolio Manager, Sprott Asset Management
Price
$9.700
Owned
Yes
COMMENT
COMMENT
January 21, 2008
Their product is a little chip that goes into laptop computers. If the computer is lost or stolen, this company can remotely erase the hard drive as well as tracking its location. Made a deal with Dell. Revenues are expected to go up 100% this year. Free cash flow is about $.60 a share. Too expensive for him.
Their product is a little chip that goes into laptop computers. If the computer is lost or stolen, this company can remotely erase the hard drive as well as tracking its location. Made a deal with Dell. Revenues are expected to go up 100% this year. Free cash flow is about $.60 a share. Too expensive for him.
Jean-Francois Tardif
Senior Portfolio Manager, Sprott Asset Management
Price
$10.220
Owned
No
BUY
BUY
January 21, 2008
They own a very interesting potash deposit next to Potash (POT-T) in Saskatchewan. The price of potash has increased substantially over the last several years.
They own a very interesting potash deposit next to Potash (POT-T) in Saskatchewan. The price of potash has increased substantially over the last several years.
Jean-Francois Tardif
Senior Portfolio Manager, Sprott Asset Management
Price
$4.870
Owned
Yes
COMMENT
COMMENT
January 21, 2008
One of the cheapest copper stocks. Also have some molybdenum projects. Their production costs for copper are a bit higher than the average, so if the price of copper stays at $3, they will continue to do well. Whether you buy or not depends on your view of copper.
One of the cheapest copper stocks. Also have some molybdenum projects. Their production costs for copper are a bit higher than the average, so if the price of copper stays at $3, they will continue to do well. Whether you buy or not depends on your view of copper.
Jean-Francois Tardif
Senior Portfolio Manager, Sprott Asset Management
Price
$16.440
Owned
Yes