SELL
(Market Call Minute) Stay away from it. Tough assets to value.
BUY
(Market Call Minute) Fantastic asset, but you need to see if they can operate it.
DON'T BUY
The global supply/demand for zinc actually falls off a cliff in a couple of years time. It’s hard to find good quality stocks in zinc. You rally need the leverage of a much higher zinc price.
DON'T BUY
Not the highest quality oil sands company. After acquiring Petro Canada, he would want to let it do its thing for another two or three years so he can assess it.
BUY
Stock got ahead of itself. He tends not to invest in this kind of thing, but with strong base metal prices, it should do very well.
WAIT
Might get taken out. But if not, it will be dead money for a while.