Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
October 14, 2010
Solid company that has not tracked with gold. Stock under performed because new CEO comes from energy, not mining. Solid assets. Key asset in Burkina Faso is just coming into commissioning, which will be very important from a net asset view.`
Iamgold Corp (IMG-T)
October 14, 2010
Solid company that has not tracked with gold. Stock under performed because new CEO comes from energy, not mining. Solid assets. Key asset in Burkina Faso is just coming into commissioning, which will be very important from a net asset view.`
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$18.040
Owned
Yes
TOP PICK
TOP PICK
October 14, 2010
Natural gas producer that is in the penalty box. About 15,000 BOE's a day. Represents very good upside from a valuation point of view. Calling for gas at $7 which would make this a double. Possible take-out.
Natural gas producer that is in the penalty box. About 15,000 BOE's a day. Represents very good upside from a valuation point of view. Calling for gas at $7 which would make this a double. Possible take-out.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$4.090
Owned
Yes
TOP PICK
TOP PICK
October 14, 2010
Fantastic play on iron ore. Just wanted to production in the 3rd quarter. Projecting about 8 million tons. Looks undervalued by about 40%. Looking to expand to 16 million tons.
Fantastic play on iron ore. Just wanted to production in the 3rd quarter. Projecting about 8 million tons. Looks undervalued by about 40%. Looking to expand to 16 million tons.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$9.760
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 14, 2010
(A Top Pick Nov 18/09. Up 6.08%.)
(A Top Pick Nov 18/09. Up 6.08%.)
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$37.740
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 14, 2010
(A Top Pick Nov 18/09. Up 29.35%.) Great international exposure.
(A Top Pick Nov 18/09. Up 29.35%.) Great international exposure.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$7.690
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 14, 2010
(A Top Pick Nov 18/09. Up 39.08%.) A good junior evolving oil in Saskatchewan.
(A Top Pick Nov 18/09. Up 39.08%.) A good junior evolving oil in Saskatchewan.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$6.950
Owned
Yes
BUY
BUY
October 14, 2010
Probably the most advanced stage development uranium company in Canada. Assets in Athabasca. Areva (?) Is a partner and Cameco (CCO-T) is a major shareholder. Aggressive exploration program. Won't get developed within the next 10 years. Likes it because it is at the very advanced stage.
UEX Corp. (UEX-T)
October 14, 2010
Probably the most advanced stage development uranium company in Canada. Assets in Athabasca. Areva (?) Is a partner and Cameco (CCO-T) is a major shareholder. Aggressive exploration program. Won't get developed within the next 10 years. Likes it because it is at the very advanced stage.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$1.240
Owned
Yes