Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
January 20, 2010
Primary asset is potash deposit in the Congo. Working on a deal with Sino Hydro to take a stake. The value for the project is extremely low and should have a lot of upside in it. If this deal is not done, another one will be.
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Primary asset is potash deposit in the Congo. Working on a deal with Sino Hydro to take a stake. The value for the project is extremely low and should have a lot of upside in it. If this deal is not done, another one will be.
BUY
BUY
January 20, 2010
Good management. Primary asset is their land holdings in Quebec lowlands. A shale gas play, extremely prospective. Partnered with Talisman (TLM-T). He is positive on natural gas.
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Questerre Energy (QEC-T)
January 20, 2010
Good management. Primary asset is their land holdings in Quebec lowlands. A shale gas play, extremely prospective. Partnered with Talisman (TLM-T). He is positive on natural gas.
BUY
BUY
January 20, 2010
Likes their coal and nickel exposure and are well positioned to benefit from the economic recovery.
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Likes their coal and nickel exposure and are well positioned to benefit from the economic recovery.
BUY
BUY
January 20, 2010
Has exposure to the shale gas play in the Quebec lowlands. Has a good shot to go back to its all-time high.
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Has exposure to the shale gas play in the Quebec lowlands. Has a good shot to go back to its all-time high.
BUY WEAKNESS
BUY WEAKNESS
January 20, 2010
Oil/gas producer focused in Colombia. Has had a really good run so probably has to go through a period of consolidation. Have significant upside from drilling later this year. Wait for it to consolidate before buying.
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Oil/gas producer focused in Colombia. Has had a really good run so probably has to go through a period of consolidation. Have significant upside from drilling later this year. Wait for it to consolidate before buying.
BUY
BUY
January 20, 2010
Likes the oil/gas service sector and this is the largest public company. Sector has been ignored but with the pickup in natural gas this is a great way to play the resurgence.
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Precision Drilling (PD-T)
January 20, 2010
Likes the oil/gas service sector and this is the largest public company. Sector has been ignored but with the pickup in natural gas this is a great way to play the resurgence.
BUY WEAKNESS
BUY WEAKNESS
January 20, 2010
Silver producer in Mexico. Really good production profile going forward. With higher production combined with higher prices, cash flows can be quite significant. Currently overbought.
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Silver producer in Mexico. Really good production profile going forward. With higher production combined with higher prices, cash flows can be quite significant. Currently overbought.