Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 20, 2010
An oil producer in the North Sea. Great production profile. Ability to triple production over the next 3 or 4 years. No debt. Also have some exploration upside. On a valuation basis, they are trading at about half their peers.
Ithaca Energy Inc. (IAE-T)
January 20, 2010
An oil producer in the North Sea. Great production profile. Ability to triple production over the next 3 or 4 years. No debt. Also have some exploration upside. On a valuation basis, they are trading at about half their peers.
Andrew Cook
, Andrew Cook and Associates
Price
$1.390
Owned
Yes
TOP PICK
TOP PICK
January 20, 2010
Agricultural company focused in Brazil. Has a phosphate deposit, which is expected to come Into production over the next few years. Also looking at other opportunities. Brazil is going to have to import fertilizer, so there is a cost advantage of producing in Brazil.
Itafos (IFOS-X)
January 20, 2010
Agricultural company focused in Brazil. Has a phosphate deposit, which is expected to come Into production over the next few years. Also looking at other opportunities. Brazil is going to have to import fertilizer, so there is a cost advantage of producing in Brazil.
Andrew Cook
, Andrew Cook and Associates
Price
$2.900
Owned
Yes
TOP PICK
TOP PICK
January 20, 2010
About 80% production is natural gas with about a 15% production growth. Also have a pretty strong drilling program over the next year. Also have some light oil exposure.
About 80% production is natural gas with about a 15% production growth. Also have a pretty strong drilling program over the next year. Also have some light oil exposure.
Andrew Cook
, Andrew Cook and Associates
Price
$2.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 20, 2010
(A Top Pick Apr 4/09. Up 66%.) Just sold his holdings. Was getting overbought on a technical basis. Would buy again on weakness. About 80% natural gas and also has a Cardium oil play that is getting a lot of attention.
Vero Energy Inc. (VRO-T)
January 20, 2010
(A Top Pick Apr 4/09. Up 66%.) Just sold his holdings. Was getting overbought on a technical basis. Would buy again on weakness. About 80% natural gas and also has a Cardium oil play that is getting a lot of attention.
Andrew Cook
, Andrew Cook and Associates
Price
$6.650
Owned
No
PAST TOP PICK
PAST TOP PICK
January 20, 2010
(A Top Pick Apr 4/09. Up 6.7%.) Sold last year because of noises being made about how they got title to some of their properties in Kazakhstan. On his short list now and still considering.
Uranium One Inc. (UUU-T)
January 20, 2010
(A Top Pick Apr 4/09. Up 6.7%.) Sold last year because of noises being made about how they got title to some of their properties in Kazakhstan. On his short list now and still considering.
Andrew Cook
, Andrew Cook and Associates
Price
$3.520
Owned
No
PAST TOP PICK
PAST TOP PICK
January 20, 2010
(A Top Pick Apr 4/09. Up 22.1%.) Do a lot of horizontal drilling and businesses going quite well for them.
(A Top Pick Apr 4/09. Up 22.1%.) Do a lot of horizontal drilling and businesses going quite well for them.
Andrew Cook
, Andrew Cook and Associates
Price
$5.800
Owned
Yes
BUY
BUY
January 20, 2010
Likes uranium but doesn't own a lot at the moment. Thinks it's setting up very nicely for the next 1 to 2 years. This one has a good growth production going forward. Have had a few stumbles while ramping up production but not unexpected.
Likes uranium but doesn't own a lot at the moment. Thinks it's setting up very nicely for the next 1 to 2 years. This one has a good growth production going forward. Have had a few stumbles while ramping up production but not unexpected.
Andrew Cook
, Andrew Cook and Associates
Price
$3.800
Owned
Unknown