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Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Jamie Horvat and Steve Carlin commented about whether POT.TO, BBD.B.TO, TLM.TO, QSR.TO, TECK.B.TO, AEM.TO, YRI.TO, L.TO, SC.TO, TRP.TO, SJR.B.TO, ENB.TO, ATRL.TO, BB.TO, CNR.TO, MFC.TO, CLS.TO, OSK.TO, VT.TO, HNU.TO, FNX-T(Dead), IMO.TO, HSE.TO, TOG.TO, PRQ.TO, SU.TO, ECA.TO, HOC.TO, ORA.TO, QEC.TO, CSI.TO, LSG.TO, XRC.TO, MXL.TO, ORV.TO, CLC.TO, AGT.TO are stocks to buy or sell.
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TOP PICK
(Just converted to a corp. and new ticker is going to be AGT.) Should be able to maintain 2.5% yield. Just acquired a Turkish company. One of the largest pulse crop traders and processors globally. Have about 45% of the lentils market with the potential to expand into rice, chickpeas and other beans.
Jamie HorvatOwned
agriculture
TOP PICK
One of the largest lab companies with 30% of the Canadian market share. H1N1 testing could boost margins in the short term. Also has about 10% share in the imaging side. Defensive holding as he believes there is a potential for the market setting up for a double dip. Conservative management team.
Jamie HorvatOwned
other services
BUY
Had about $120 million on the balance sheet before the Combari bid, which was successful and this should clear up the historical discount (Bolivian risks).
Jamie HorvatOwned
precious metals
TOP PICK
Junior gas play. Management owns about 23% of the company. Trades at about 50% of their NAV. Just raised some short-term money to do a 3-well program. Shell surrounds their land. High prospective net acreage.
Jamie HorvatOwned
oilgas
COMMENT
Chilean and Argentinean assets. People like the “large assets in the ground” in Chile with the potential to be acquired but it is probably a high CapX project. Sees a lot more upside in the high-grade drilling in the Argentinean play. Should appreciate with the gold price. Use a basket approach for small caps to mitigate risks.
Jamie HorvatOwned
precious metals
DON'T BUY
Likes this but it is more of the development story right now. Production is coming on in the Timmins mine, which they need to execute on. Also need to prove that what they paid for West Timmins was fair value. Has trimmed some of his holdings recently.
Jamie HorvatOwned
precious metals
DON'T BUY
Gold/platinum deposits in Brazil with a large pit mine. Relatively small land base surrounded by Companhia Vale Do Rio Doce (VALE-N). Has significant potential given the grade of the deposits. Trimmed his holdings a little. Could be a huge home run or could languish if they could not extend their property.
Jamie HorvatOwned
precious metals
BUY
Just acquired some assets from Yamana Gold (YRI-T). Good management team. Good potential for a growing junior gold company.
Jamie HorvatOwned
precious metals
BUY
Have the long-term life assets in the oil sands and recently acquired Petrocan. Now consolidating the acquisition. Will sell Petrocan’s excess gas, offshore and North Sea assets. Likes this longer-term.
Jamie HorvatOwned
integrated oils
PARTIAL SELL
Huge supporter of this management team. Very natural gas exposed and is really bumping up towards the short-term full value. If you are a bit of a trader, consider taking some profits right now.
Steve CarlinOwned
oilgas
STRONG BUY
Really likes this stock. Merging to create a new entity called Petrobakken. Over the next few years, he thinks they can really surface some value in the combined entity.
Steve CarlinOwned
oilgas
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