Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
March 7, 2012
Almost identical to Longview (LNV). Just got restructured. It is early days and they have not got he production going. Important thing is that you don’t pay up for this thing. It is going to be a really consistent income stream. Heavy oil. Prefers LNV VERY slightly. But likes both.
Almost identical to Longview (LNV). Just got restructured. It is early days and they have not got he production going. Important thing is that you don’t pay up for this thing. It is going to be a really consistent income stream. Heavy oil. Prefers LNV VERY slightly. But likes both.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$2.500
Owned
Yes
WATCH
WATCH
March 7, 2012
Built the mine and the numbers don’t quite work the way they hoped. There isn’t enough information about the profitability. Watch until they really tighten up their numbers.
Built the mine and the numbers don’t quite work the way they hoped. There isn’t enough information about the profitability. Watch until they really tighten up their numbers.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$12.390
Owned
Unknown
DON'T BUY
DON'T BUY
March 7, 2012
The world price of oil is incredibly high. It’s just a matter of time, perhaps a year. Great project.
The world price of oil is incredibly high. It’s just a matter of time, perhaps a year. Great project.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$1.450
Owned
Unknown
WATCH
WATCH
March 7, 2012
Have past producing mines. No reason why they can’t get this thing together. There is only a hand full of small cap producing gold mines in Canada. There is no reason why the new management can’t get this thing going.
Have past producing mines. No reason why they can’t get this thing together. There is only a hand full of small cap producing gold mines in Canada. There is no reason why the new management can’t get this thing going.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$0.540
Owned
No
BUY
BUY
March 7, 2012
Like Openrange, but. In the top 20. Tight focused plays. Great one to own. Great company.
Like Openrange, but. In the top 20. Tight focused plays. Great one to own. Great company.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$4.150
Owned
No
DON'T BUY
DON'T BUY
March 7, 2012
It should have bumped up. He just bought LUN-T. BNK in Albania dissuades him from buying it.
It should have bumped up. He just bought LUN-T. BNK in Albania dissuades him from buying it.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$4.740
Owned
No
WATCH
WATCH
March 7, 2012
Has gotten interesting for the first time. 35% of asset value is in countries that he probably wouldn’t go. There is an awful lot of gold in this one and the problems hold get fixed. He is looking carefully at hit and does he have the patients for a 5-year hold. You have to make sure the company goes through the restructuring and comes out of it.
Kinross Gold (K-T)
March 7, 2012
Has gotten interesting for the first time. 35% of asset value is in countries that he probably wouldn’t go. There is an awful lot of gold in this one and the problems hold get fixed. He is looking carefully at hit and does he have the patients for a 5-year hold. You have to make sure the company goes through the restructuring and comes out of it.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$10.670
Owned
No