Latest Stock Buy or Sell? Make More Informed Decisions!
Today, James Hodgins and James Paulsen commented about whether ANF.V, OPAY-LSE, WED.V, EEN.V, SWI.TO, CPG.TO, PONY.TO, ELR.TO, SMF.TO, K.TO, CVR.V, FM.TO, RMX.TO, NGC.V, AVR.TO, SDX.L, SGR.H.V, VNP.TO, ORT.TO, CSU.TO, BAMM, HAST, VPY.V, AJX.TO, TSGI.TO, IC.V, QTRH.TO, AM.H.V, ACQ.TO, SSL.TO, WPX.TO, GE, CSCO are stocks to buy or sell.
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DON'T BUY
Very, very speculative. Effectively extracting alumina from clay. If their technology ramps up and scales and is commercial, the stock could be a home run. He feels these types of situations are very dangerous. He still has a small short position.
James HodginsOwned
Mining
DON'T BUY
He is still short the stock. The problem with this company is the balance sheet. Made a major acquisition of some of the raw materials that go into the solar supply chain but took on a significant amount of debt. Solar industry has been in serious decline.
James HodginsOwned
other services
HOLD
There are other gold names that he prefers that have had positive change occurring. This one has had some disappointments. He has a very small Short position at this time but he is warming up to the sector. Rising tide will lift all boats.
James HodginsOwned
precious metals
COMMENT
Located in Egypt, which has been tough. Have also had a problem with one of their main assets. However, he still thinks they are going to make this work. He has a tiny position in this. Good management that has significant connections with the Egyptian government. Have signed a new development deal, got some new assets and effectively are starting over. Highly speculative.
James HodginsOwned
oilgas
BUY ON WEAKNESS
Recently did a financing. Believes graphite, which is used in lithium batteries, is the next big wave in Canadian mining. Owns a small position in this one but may be adding to it. Wait until the financing comes off of restrictions, which could create some weakness.
James HodginsOwned
Mining
DON'T BUY
Gold. Has a short position in this one but is warming up to the sector. He'll probably cover the short in the near-term. There are others he would prefer where their resources are going very fast and there are positive fundamental changes.
James HodginsOwned
precious metals
DON'T BUY
Has a small short position in this one and lost some money because of takeover rumours. He doesn't like the base metals. Prefers gold and silver.
James HodginsOwned
integrated mines
COMMENT
Lost their bid on cleaning up the Kuwait oil fields. They are now partnering with BP (BP-N) on another oilfield cleanup. They are also working on partnerships in Saudi Arabia. Likes management.
James HodginsOwned
oilgas
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