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Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Peter Imhof and Derek Webb, CFA commented about whether HBM.TO, LIM.TO, COS.TO, TRP.TO, MT, SU.TO, ABX.TO, Y.TO, SGR.H.V, POT.TO, GCE.TO, IBG.TO, BNS.TO, AU, SPB.TO, GG, BB.TO, CEE.TO, WEE.V, WZR.V, BXI.TO, GTE.TO, NGL.TO, XRC.TO, GLN.TO, DIV.TO, MSD.TO are stocks to buy or sell.
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TOP PICK
Licenses intellectual property for semiconductors in the telecommunications market. Over the last 6 months they've signed Micron (MU-Q) and re-signed Samsung. On the telecommunications side they've signed Sony, Samsung, Electronics and Nokia. Very cheap. Management has raised guidance to $2.60 in earnings this year. Have about $4-$5 net cash. No debt. 4.5% yield.
Peter ImhofOwned
electricalelectronic
TOP PICK
Treats contaminated waste soil in Quebec. No analysts are following this one right now. Came out with phenomenal earnings of $.30 in Q3 and expects similar earnings in Q4 and Q1 and Q2 in 2010. Very cheap at 2 or 3 times earnings.
Peter ImhofOwned
Financial Services
TOP PICK
Retailer of wireless devices (Wireless Wave or T-Booth). Grew earnings from $.60 to $1-$1.30 in 2009 and expects $1.60 for 2009 and $2 in 2010. Buying back shares. $3 a share in cash. Very cheap.
Peter ImhofOwned
electricalelectronic
BUY
Sprott owns about 10% of the company. Have about 30 million ounce (?) gold deposit in Chile, a lower grade deposit, but they also have copper. Going to spin out their higher grade Argentinean deposit. Really likes the story.
Peter ImhofOwned
precious metals
BUY
Oil/gas in Alberta. One of the best management teams in the oil patch. Have done a phenomenal job of growing production in the last 3.5 years. Targeting 10,000 BOE exit rate this year, which could make them a takeout candidate. Have 143 net sections that they will be up to drill over the next few years.
Peter ImhofOwned
oilgas
BUY
Clean balance sheet with $150 million in cash. Next couple of quarters will be drilling in Colombia and Peru. Producing 13,000 BOE's and expects it to grow to 15,000 over 2010. Key thing is that in Q2 they're going to be drilling up Peru, which could be a company maker. Drilling targets of 140 million barrels and if they hit one of those, stock could easily double.
Peter ImhofOwned
oilgas
BUY
Another typical company he would buy because it does not have earnings but there is a lot of upside as they are trying to get higher protein out of canola seed through their patented process. Will see this come to fruition in the next 6 to 9 months or so.
Peter ImhofOwned
Other Agricultural Products
TOP PICK
Covered call writing. Long at $65.05 and Sold Feb/20 Calls giving him $2.70, a 4.2% yield for 32 days. Cheapest valuation he has ever seen on this company on both an absolute basis as well as relative to its competitor Apple (AAPL-Q).
Derek Webb, CFAOwned
electricalelectronic
TOP PICK
Top Short Covered call writing. On Jan 27th he shorted with a Feb20th Put. Gold stocks have had a very large selloff.
Derek Webb, CFAOwned
precious metals
TOP PICK
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