Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
March 10, 2010
(A Top Pick March 3/09. Up 37%.) Have about $200 million in cash and securities. Extraordinarily well run. Have a small piece of the Voisey Bay royalty and merchant banking operations that have given them spectacular gains.
Show full opinionHide full opinion
(A Top Pick March 3/09. Up 37%.) Have about $200 million in cash and securities. Extraordinarily well run. Have a small piece of the Voisey Bay royalty and merchant banking operations that have given them spectacular gains.
TOP PICK
TOP PICK
March 10, 2010
Merchant banking operation for the non-public opportunities that come in. Good valuation. Likes their agricultural focus.
Show full opinionHide full opinion
Merchant banking operation for the non-public opportunities that come in. Good valuation. Likes their agricultural focus.
PAST TOP PICK
PAST TOP PICK
March 10, 2010
(A Top Pick March 3/09. Up 204.6%.) Acquired by Royal Gold (RGI-T).
Show full opinionHide full opinion
(A Top Pick March 3/09. Up 204.6%.) Acquired by Royal Gold (RGI-T).
TOP PICK
TOP PICK
March 10, 2010
Likes the US geothermal space. They get very generous subsidies. Focus is not to find geothermal but to finance, build and operate geothermal plants. This company has the best range of experience in this space. $150 million cash.
Show full opinionHide full opinion
Likes the US geothermal space. They get very generous subsidies. Focus is not to find geothermal but to finance, build and operate geothermal plants. This company has the best range of experience in this space. $150 million cash.
PAST TOP PICK
PAST TOP PICK
March 10, 2010
(A Top Pick March 3/09. Up 171.1%.) Still likes.
Show full opinionHide full opinion
(A Top Pick March 3/09. Up 171.1%.) Still likes.
DON'T BUY
DON'T BUY
March 10, 2010
Has one of the better geologists in the Pacific Northwest. Focus on Lucky Shot is a mistake. Could find a joint venture partner who would come in and develop without them having to do it. Doesn't think they have the experience/capacity to develop it themselves.
Show full opinionHide full opinion
Has one of the better geologists in the Pacific Northwest. Focus on Lucky Shot is a mistake. Could find a joint venture partner who would come in and develop without them having to do it. Doesn't think they have the experience/capacity to develop it themselves.
BUY
BUY
March 10, 2010
Principally focused in the Dodsland/Viking light oil play in Saskatchewan. Very competent management, which has a acquiring/exploit focus. Important to budget 5 to 8 years for it to gain enough weight to make you money.
Show full opinionHide full opinion
Novus Energy (NVS-X)
March 10, 2010
Principally focused in the Dodsland/Viking light oil play in Saskatchewan. Very competent management, which has a acquiring/exploit focus. Important to budget 5 to 8 years for it to gain enough weight to make you money.