Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 21, 2009
(A Top Pick June 29/09. Up 20.5%.) In the Montney region and one of the best shale gas plays in North America. Have Storm Ventures Int., which may go public and they have Horn River as well.
(A Top Pick June 29/09. Up 20.5%.) In the Montney region and one of the best shale gas plays in North America. Have Storm Ventures Int., which may go public and they have Horn River as well.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$14.150
Owned
Yes
BUY
BUY
September 21, 2009
Good infrastructure play. Likes the way they run their business. More on the front-end engineering and design. Cheap.
WSP Global Inc. (WSP-T)
September 21, 2009
Good infrastructure play. Likes the way they run their business. More on the front-end engineering and design. Cheap.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$25.950
Owned
Yes
BUY
BUY
September 21, 2009
Owns a 7% overriding royalty interest in Iron Ore Company of Canada as well as a 15% direct interest. Distribution is sustainable and shouldn't be affected by their current version to a corporation. 5.3% yield.
Owns a 7% overriding royalty interest in Iron Ore Company of Canada as well as a 15% direct interest. Distribution is sustainable and shouldn't be affected by their current version to a corporation. 5.3% yield.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$37.750
Owned
Yes
BUY
BUY
September 21, 2009
Oil sands with a 40-year project life. Built and in its ramp phase. There are complications as you get to the ramp phase. Just did an overhaul of their water and injection facility and over the next few weeks he expects they will be back on track. Had some balance sheet issues that they resolved with an equity issue. Very volatile.
Opti Canada Inc. (OPC-T)
September 21, 2009
Oil sands with a 40-year project life. Built and in its ramp phase. There are complications as you get to the ramp phase. Just did an overhaul of their water and injection facility and over the next few weeks he expects they will be back on track. Had some balance sheet issues that they resolved with an equity issue. Very volatile.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$2.200
Owned
Yes
BUY
BUY
September 21, 2009
One of the highest margin gold companies globally. Did a large acquisition, which will grow their production profile. Very solid balance sheet. Believes gold will continue to go up and this company will benefit.
Eldorado Gold (ELD-T)
September 21, 2009
One of the highest margin gold companies globally. Did a large acquisition, which will grow their production profile. Very solid balance sheet. Believes gold will continue to go up and this company will benefit.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$12.350
Owned
Unknown
COMMENT
COMMENT
September 21, 2009
Top performer of the mid-cap golds out of the bottom of the market. Fixed a lot of their issues and have a very good growth profile. Also an attractive acquisition candidate. A little more expensive so would prefer an Eldorado (ELD-T) to this one.
Iamgold Corp (IMG-T)
September 21, 2009
Top performer of the mid-cap golds out of the bottom of the market. Fixed a lot of their issues and have a very good growth profile. Also an attractive acquisition candidate. A little more expensive so would prefer an Eldorado (ELD-T) to this one.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$15.090
Owned
Unknown
COMMENT
COMMENT
September 21, 2009
A lot of exposure to residential construction. Had some issues because of their finance arm but they managed to get through it okay but the ability of their customers to buy have had difficulty getting financing. Would prefer the dealership companies such as Toromont (TIH-T) or Finning (FTT-T). If you have a 5 or 10-year view it could be a good entry point.
Caterpillar (CAT-N)
September 21, 2009
A lot of exposure to residential construction. Had some issues because of their finance arm but they managed to get through it okay but the ability of their customers to buy have had difficulty getting financing. Would prefer the dealership companies such as Toromont (TIH-T) or Finning (FTT-T). If you have a 5 or 10-year view it could be a good entry point.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$52.460
Owned
No