Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
October 14, 2010
Has done well because of the general view on metallurgical coal, the outlook from a commodity point of view and its operations. Could use it as a trading stock. Currently not in it but looking for an opportunity.
Has done well because of the general view on metallurgical coal, the outlook from a commodity point of view and its operations. Could use it as a trading stock. Currently not in it but looking for an opportunity.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$6.690
Owned
No
COMMENT
COMMENT
October 14, 2010
One reason for lack of movement on share price above $18 is the transformation they are going through. Trying to move to longer term more predictable assets. Expecting good results in 2011. He is bullish on natural gas. He looks at it from a 5-year horizon.
Talisman Energy (TLM-T)
October 14, 2010
One reason for lack of movement on share price above $18 is the transformation they are going through. Trying to move to longer term more predictable assets. Expecting good results in 2011. He is bullish on natural gas. He looks at it from a 5-year horizon.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$18.180
Owned
Yes
COMMENT
COMMENT
October 14, 2010
Fantastic long-term asset in oil that will be produced for 40, 50, 60 years. Revised guidance down by about 9%. Distribution looks intact. Looking for strength over the next year and maybe a little weakness going into 2012 because of risks to the dividend due to expansion plans.
Canadian Oil Sands (COS-T)
October 14, 2010
Fantastic long-term asset in oil that will be produced for 40, 50, 60 years. Revised guidance down by about 9%. Distribution looks intact. Looking for strength over the next year and maybe a little weakness going into 2012 because of risks to the dividend due to expansion plans.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$26.040
Owned
Yes
BUY
BUY
October 14, 2010
Emerging, intermediate South American player, primarily in Colombia. Good stock but prefers Gran Tierra (GTE-T) because of its larger base and exploration projects in Peru, Colombia and recently Brazil.
Emerging, intermediate South American player, primarily in Colombia. Good stock but prefers Gran Tierra (GTE-T) because of its larger base and exploration projects in Peru, Colombia and recently Brazil.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$1.540
Owned
No
BUY WEAKNESS
BUY WEAKNESS
October 14, 2010
Very strong asset base. Unconventional gas. Under performed relative to some of its peers but he likes.
Very strong asset base. Unconventional gas. Under performed relative to some of its peers but he likes.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$10.550
Owned
Yes
BUY
BUY
October 14, 2010
Driven by the expectation that they have a very nice resource in Nevada. Expect that in 2-4 years it will be taken out because of its nice asset.
Allied Nevada Gold (ANV-T)
October 14, 2010
Driven by the expectation that they have a very nice resource in Nevada. Expect that in 2-4 years it will be taken out because of its nice asset.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$25.720
Owned
Yes
COMMENT
COMMENT
October 14, 2010
Joint partner, Rio Tinto (RIO-N) owns 38%. Massive, undeveloped copper/gold deposit in Mongolia. Some political risk and uncertainty. Expect they would like a suitor to buy them before Rio Tinto gets into control position. Expect 3-4 years before it is in service.
Joint partner, Rio Tinto (RIO-N) owns 38%. Massive, undeveloped copper/gold deposit in Mongolia. Some political risk and uncertainty. Expect they would like a suitor to buy them before Rio Tinto gets into control position. Expect 3-4 years before it is in service.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$25.280
Owned
No