Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 18, 2008
(A Top Pick Oct 30/07. Down 40%.) Horizon project should hit 75% of production capacity of 77,000 barrels next year. Execution risks are very low. Looking for 25% growth per share next year. Strong balance sheet.
(A Top Pick Oct 30/07. Down 40%.) Horizon project should hit 75% of production capacity of 77,000 barrels next year. Execution risks are very low. Looking for 25% growth per share next year. Strong balance sheet.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$45.100
Owned
Yes
TOP PICK
TOP PICK
December 18, 2008
One of the premier senior producers in Canada. Natural gas weighted right now but a great long-term inventory in the oil sands. Likes the deal with ConocoPhillips (COP-N) allowing them to refine bitumen without having to build their own upgrader. Good dividend.
Encana Corp (ECA-T)
December 18, 2008
One of the premier senior producers in Canada. Natural gas weighted right now but a great long-term inventory in the oil sands. Likes the deal with ConocoPhillips (COP-N) allowing them to refine bitumen without having to build their own upgrader. Good dividend.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$54.500
Owned
Yes
TOP PICK
TOP PICK
December 18, 2008
One of the senior premier gold producers in Canada. Lowest cost structure. Looking for a 50% growth over the next few years. Likes the leverage to gold.
Goldcorp Inc (G-T)
December 18, 2008
One of the senior premier gold producers in Canada. Lowest cost structure. Looking for a 50% growth over the next few years. Likes the leverage to gold.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$34.490
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 18, 2008
(A Top Pick Oct 30/07. Down 75%.) Copper producer from Zambia. Copper prices are down 60% so far. Fire created some operational problems for about 6 months. Just going into production now. Being squeezed. Once Copper prices go above $2, it's a great stock to own. Considers it a takeover target.
(A Top Pick Oct 30/07. Down 75%.) Copper producer from Zambia. Copper prices are down 60% so far. Fire created some operational problems for about 6 months. Just going into production now. Being squeezed. Once Copper prices go above $2, it's a great stock to own. Considers it a takeover target.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$1.200
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 18, 2008
(A Top Pick Oct 30/07. Down 94%.) Uranium. Still one of the top tier juniors. Partnered with Denison (DML-T). If you own, consider taking some tax loss.
JNR Resources Inc (JNN-X)
December 18, 2008
(A Top Pick Oct 30/07. Down 94%.) Uranium. Still one of the top tier juniors. Partnered with Denison (DML-T). If you own, consider taking some tax loss.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$0.190
Owned
Yes
BUY
BUY
December 18, 2008
Based on $50US oil, they projected cash flow per unit of $1.80. Currently distributing $3, which would indicate there could be a 40% cut if oil stays at $50. Thinks oil will be $75 and $3 distribution would be sustainable. 15.2% yield.
Canadian Oil Sands (COS-T)
December 18, 2008
Based on $50US oil, they projected cash flow per unit of $1.80. Currently distributing $3, which would indicate there could be a 40% cut if oil stays at $50. Thinks oil will be $75 and $3 distribution would be sustainable. 15.2% yield.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$19.190
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
December 18, 2008
Great asset package in the Montney play. Had a hard time generating per-share growth. 08 was a bit of a turnaround. Looking for some modest growth going into 09. If you own, hang on to it and play the dips.
Crew Energy Inc. (CR-T)
December 18, 2008
Great asset package in the Montney play. Had a hard time generating per-share growth. 08 was a bit of a turnaround. Looking for some modest growth going into 09. If you own, hang on to it and play the dips.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$4.500
Owned
Unknown