Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
April 10, 2012
(Market Call Minute.) A little too much gas weighting but has recently combined with Newalta (NAL-T).
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(Market Call Minute.) A little too much gas weighting but has recently combined with Newalta (NAL-T).
PARTIAL BUY
PARTIAL BUY
April 10, 2012
(Market Call Minute.) This is the uranium name to go to. The uranium space will be in a bit of a penalty box and prices will be range bound for the next few years.
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(Market Call Minute.) This is the uranium name to go to. The uranium space will be in a bit of a penalty box and prices will be range bound for the next few years.
PARTIAL SELL
PARTIAL SELL
April 10, 2012
(Market Call Minute.) Will likely be taken over. Sell out when it gets taken over.
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Viterra Inc (VT-T)
April 10, 2012
(Market Call Minute.) Will likely be taken over. Sell out when it gets taken over.
TOP PICK
TOP PICK
April 10, 2012
Proven mine developers. Their technical team went into a nickel project in Australia and proved they could bring it in on time and on budget. They're doing this with all their copper projects and in 5 years will triple copper production. Could be a takeout target. Ultimately worth $26-$27.
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Proven mine developers. Their technical team went into a nickel project in Australia and proved they could bring it in on time and on budget. They're doing this with all their copper projects and in 5 years will triple copper production. Could be a takeout target. Ultimately worth $26-$27.
TOP PICK
TOP PICK
April 10, 2012
Most of the agriculture names have been terrible with the exception of the nitrogen names. Farmers’ seeds (?) in the US are the highest they have ever been and will continue to march higher. All the key crops are moving higher. You virtually get nitrogen for free.
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Most of the agriculture names have been terrible with the exception of the nitrogen names. Farmers’ seeds (?) in the US are the highest they have ever been and will continue to march higher. All the key crops are moving higher. You virtually get nitrogen for free.
TOP PICK
TOP PICK
April 10, 2012
Its growth is double the industry average in terms of development. Has a lot of legacy land to do joint ventures with or develop. It is taking $2 gas and converting it into $100 oil. Has also combined its operations so it has the upgrading refining component.
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Cenovus Energy (CVE-T)
April 10, 2012
Its growth is double the industry average in terms of development. Has a lot of legacy land to do joint ventures with or develop. It is taking $2 gas and converting it into $100 oil. Has also combined its operations so it has the upgrading refining component.