Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
March 5, 2010
Doing a lot of the things right. Debt is still high. A little more gas weighted. It has gone from a sell to a hold. A year or more of patients and you will be rewarded.
Doing a lot of the things right. Debt is still high. A little more gas weighted. It has gone from a sell to a hold. A year or more of patients and you will be rewarded.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$0.900
Owned
Unknown
BUY
BUY
March 5, 2010
Decent entry point. One of the best performers out there. Balance sheet clean, oil weighted. Lots of cash to go after consolidation. Dividend is safe and no risk that it will be cut in the future.
Decent entry point. One of the best performers out there. Balance sheet clean, oil weighted. Lots of cash to go after consolidation. Dividend is safe and no risk that it will be cut in the future.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$39.000
Owned
Unknown
SELL
SELL
March 5, 2010
A roller coaster. The way to look at this is that what is driving it is the possibility that it may get taken out. There is nothing to hang you hat on in terms of cash flow.
A roller coaster. The way to look at this is that what is driving it is the possibility that it may get taken out. There is nothing to hang you hat on in terms of cash flow.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$0.680
Owned
Unknown
HOLD
HOLD
March 5, 2010
Valuation is the issue. It has been a darling for some time. Some decent production growth for ‘10 but hard to see where it comes from in ’11. Could sell on strength on particularly good days in the market.
Valuation is the issue. It has been a darling for some time. Some decent production growth for ‘10 but hard to see where it comes from in ’11. Could sell on strength on particularly good days in the market.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$5.800
Owned
Unknown
BUY
BUY
March 5, 2010
Likes the name because it has transitioned to a higher multiple. Margins are very large for the foreseeable future. An attractive name.
Likes the name because it has transitioned to a higher multiple. Margins are very large for the foreseeable future. An attractive name.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$8.280
Owned
Unknown
HOLD
HOLD
March 5, 2010
Still positive, but it had a good run and is getting to the upper end. Good management team.
Still positive, but it had a good run and is getting to the upper end. Good management team.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$16.750
Owned
Unknown
BUY
BUY
March 5, 2010
Africa is a interesting part of the story. Company had the danger of being the Exon of the gold business. This is an attractive transaction for the company.
Barrick Gold (ABX-T)
March 5, 2010
Africa is a interesting part of the story. Company had the danger of being the Exon of the gold business. This is an attractive transaction for the company.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$39.650
Owned
Unknown