Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 16, 2010
Intellectual property patenting licensing technology company. Over 545 patents across CDMA, WiFi, Bluetooth and V-chip. About 25% of revenues come from V-chip. 3 pending litigations with one of the larger ones with 16 companies on CDMA and WiFi, etc. Can see this as a dividend growth story over time. No debt and $100 million in cash and a yield of .05%.
Quarterhill Inc (QTRH-T)
August 16, 2010
Intellectual property patenting licensing technology company. Over 545 patents across CDMA, WiFi, Bluetooth and V-chip. About 25% of revenues come from V-chip. 3 pending litigations with one of the larger ones with 16 companies on CDMA and WiFi, etc. Can see this as a dividend growth story over time. No debt and $100 million in cash and a yield of .05%.
Jamie Horvat
Sr. Portfolio Manager, Sprott Assett Management
Price
$3.330
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 16, 2010
(A Top Pick Sept 16/09. Up 32.65%.) Still Likes.
(A Top Pick Sept 16/09. Up 32.65%.) Still Likes.
Jamie Horvat
Sr. Portfolio Manager, Sprott Assett Management
Price
$29.260
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 16, 2010
(A Top Pick Sept 16/09. Down 10.97%.) Recently added to his position because of dividend yield and for downside protection.
CML Healthcare (CLC-T)
August 16, 2010
(A Top Pick Sept 16/09. Down 10.97%.) Recently added to his position because of dividend yield and for downside protection.
Jamie Horvat
Sr. Portfolio Manager, Sprott Assett Management
Price
$10.630
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 16, 2010
(A Top Pick Sept 16/09. Up 234.15%.) Being acquired by Pengrowth (PGF.UN-T) and sold his holdings.
(A Top Pick Sept 16/09. Up 234.15%.) Being acquired by Pengrowth (PGF.UN-T) and sold his holdings.
Jamie Horvat
Sr. Portfolio Manager, Sprott Assett Management
Price
$8.120
Owned
No
STRONG BUY
STRONG BUY
August 16, 2010
Continues to like this name and the growth in the smart phone market globally. Their share globally has been about 30% with the rest of the growth being in North America. Thinks they can work with governments regarding security issues.
BlackBerry (BB-T)
August 16, 2010
Continues to like this name and the growth in the smart phone market globally. Their share globally has been about 30% with the rest of the growth being in North America. Thinks they can work with governments regarding security issues.
Jamie Horvat
Sr. Portfolio Manager, Sprott Assett Management
Price
$53.020
Owned
Yes
BUY
BUY
August 16, 2010
Heavy oil exposure in Albania. Continues to like. Trading at a discount to 2P NAV. Analysts have a NAV 2P (proven and probable) of about $6.95-$6.90 a share. 250 million barrels in reserves with exposure to 1 billion barrels.
Heavy oil exposure in Albania. Continues to like. Trading at a discount to 2P NAV. Analysts have a NAV 2P (proven and probable) of about $6.95-$6.90 a share. 250 million barrels in reserves with exposure to 1 billion barrels.
Jamie Horvat
Sr. Portfolio Manager, Sprott Assett Management
Price
$6.800
Owned
Yes
HOLD
HOLD
August 16, 2010
Can’t see a lot of growth and upside. Recently cut dividends by a third. Trading at about 12X next year's numbers. Battle between having an increasing environment on the phone side versus enterprise spending might be slowing down given the recession. Dividend should be secure. Fair value at this price.
Can’t see a lot of growth and upside. Recently cut dividends by a third. Trading at about 12X next year's numbers. Battle between having an increasing environment on the phone side versus enterprise spending might be slowing down given the recession. Dividend should be secure. Fair value at this price.
Jamie Horvat
Sr. Portfolio Manager, Sprott Assett Management
Price
$25.180
Owned
No