Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 19, 2012
Likes it. It is cheap, Diversified metals exposure. Stock has been a little choppy. A name he likes going forwards. Have projects they will be bringing into production over the next couple of years.
Likes it. It is cheap, Diversified metals exposure. Stock has been a little choppy. A name he likes going forwards. Have projects they will be bringing into production over the next couple of years.
Jason Mayer
Portfolio Manager, Middlefield Capital
Price
$37.080
Owned
Yes
WAIT
WAIT
April 19, 2012
Has a deposit in Saskatchewan. AN earlier stage project that he does like. Thinks it is one of the more desirable projects. Potash is in a bit of a trough right now. Don’t buy ahead of their first quarter reports.
Western Potash (WPX-T)
April 19, 2012
Has a deposit in Saskatchewan. AN earlier stage project that he does like. Thinks it is one of the more desirable projects. Potash is in a bit of a trough right now. Don’t buy ahead of their first quarter reports.
Jason Mayer
Portfolio Manager, Middlefield Capital
Price
$0.990
Owned
Unknown
BUY
BUY
April 19, 2012
Project in Quebec and in the process of ramping up. Management is aware of the issues. Given jurisdiction in Quebec, helices it. Their first quarter report about May 10th will include an update of how the operation is ramping up and should provide a catalyst to the stock.
Project in Quebec and in the process of ramping up. Management is aware of the issues. Given jurisdiction in Quebec, helices it. Their first quarter report about May 10th will include an update of how the operation is ramping up and should provide a catalyst to the stock.
Jason Mayer
Portfolio Manager, Middlefield Capital
Price
$9.620
Owned
Unknown
BUY
BUY
April 19, 2012
If you are long term, this is the go to name in the potash space. Recently coming off some mine shutdowns but they are back on now. Be cautious of their first quarter earnings report (26th). You want to re-establish your position.
If you are long term, this is the go to name in the potash space. Recently coming off some mine shutdowns but they are back on now. Be cautious of their first quarter earnings report (26th). You want to re-establish your position.
Jason Mayer
Portfolio Manager, Middlefield Capital
Price
$43.150
Owned
Unknown
BUY
BUY
April 19, 2012
Core holding across many of his funds. Are running a tram under a previously producing mine in the second quarter. In Nevada they have a couple of interesting assets.
Core holding across many of his funds. Are running a tram under a previously producing mine in the second quarter. In Nevada they have a couple of interesting assets.
Jason Mayer
Portfolio Manager, Middlefield Capital
Price
$4.670
Owned
Yes
BUY
BUY
April 19, 2012
Doesn’t know where gold is going. ABX is a cash-producing machine. Some cap-x risk going forward. Will continue to increase the dividend. Could be an entry point at these levels.
Barrick Gold (ABX-T)
April 19, 2012
Doesn’t know where gold is going. ABX is a cash-producing machine. Some cap-x risk going forward. Will continue to increase the dividend. Could be an entry point at these levels.
Jason Mayer
Portfolio Manager, Middlefield Capital
Price
$40.750
Owned
Unknown
TOP PICK
TOP PICK
April 19, 2012
Gas bulls, so this is the go-to in the intermediate in the space. Expansive land base in which they can drill either gas or oil. Tremendous balance sheet and AAA management team. Near a bottom. Should eventually get bought out in 3-5 years.
Gas bulls, so this is the go-to in the intermediate in the space. Expansive land base in which they can drill either gas or oil. Tremendous balance sheet and AAA management team. Near a bottom. Should eventually get bought out in 3-5 years.
Jason Mayer
Portfolio Manager, Middlefield Capital
Price
$19.290
Owned
Yes