Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
March 8, 2011
Developing a gold min in South Africa. 10 million ounces in a relatively small market cap company. Risks, but South African ones. Feels this one is being left behind. Execution risks. Have to put the mine into production, which they will do in the next 6 months. If they can do that effectively there will be an evaluation lift.
Developing a gold min in South Africa. 10 million ounces in a relatively small market cap company. Risks, but South African ones. Feels this one is being left behind. Execution risks. Have to put the mine into production, which they will do in the next 6 months. If they can do that effectively there will be an evaluation lift.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$2.500
Owned
Yes
TOP PICK
TOP PICK
March 8, 2011
Any time nickel goes over $10 their Ambatovy mine in Madagascar will start kicking in and if nickel remains tight, this company should be worth $15. Also if they ever want to start taking the company apart they could uncover value over the next couple of years.
Any time nickel goes over $10 their Ambatovy mine in Madagascar will start kicking in and if nickel remains tight, this company should be worth $15. Also if they ever want to start taking the company apart they could uncover value over the next couple of years.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$8.360
Owned
Yes
TOP PICK
TOP PICK
March 8, 2011
Dividend yield of over 6% and thinks it will be able to grow organically at 5% to 10%. They are building the incremental oil pipelines to the oil sands over the next 10 years.
Dividend yield of over 6% and thinks it will be able to grow organically at 5% to 10%. They are building the incremental oil pipelines to the oil sands over the next 10 years.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$14.770
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 8, 2011
(A Top Pick March 3/10. Up 12.5%.) Sherritt Conv. Bonds 7.75% 2015:
(A Top Pick March 3/10. Up 12.5%.) Sherritt Conv. Bonds 7.75% 2015:
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$8.360
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 8, 2011
(A Top Pick March 3/10. Up 38.61%.)
Veresen Inc (VSN-T)
March 8, 2011
(A Top Pick March 3/10. Up 38.61%.)
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$13.280
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
March 8, 2011
(A Top Pick March 3/10. Down 45.69 %.) Sold his holdings at a profit.
(A Top Pick March 3/10. Down 45.69 %.) Sold his holdings at a profit.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$0.325
Owned
No
TOP PICK
TOP PICK
March 8, 2011
The IPO last year was priced too high. It has come back up to that point now. This is a very high quality stock and a seriously large oil sands accumulation of land. They just bought more land in the last few days. He is inspired by the idea that ‘oil is oil’ and ‘we have it’ and ‘you have got to have it’. Figures this one will run higher.
The IPO last year was priced too high. It has come back up to that point now. This is a very high quality stock and a seriously large oil sands accumulation of land. They just bought more land in the last few days. He is inspired by the idea that ‘oil is oil’ and ‘we have it’ and ‘you have got to have it’. Figures this one will run higher.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$17.550
Owned
Yes