Today, Bruce Campbell (1) and Jerome Hass commented about whether HNL-T, SCB-T, SFD-T, CFN-T, NWH.UN-T, DEL-N, QTRH-T, IAE-T, LIF-T, BDI-T, EGL-T, JE-T, ECI-T, PHM-X, RET.A-T, POT-T, NFI-T, DSG-T, MB-T , MCR-X, E-T, AOI-T, POU-T, PD-T, EFN-T, CNQ-T, ECA-T, HR.UN-T, HCG-T, BTE-T, AX.UN-T, TECK.B-T, S-T, ZEN-X, BMO-T, STB-T, SC-T, RLC-T, TA-T, FTS-T, WSP-T, REI.UN-T, BAC-N, CPG-T, ABX-T, ERF-T, WPM-T, NPI-T, BXE-T, CNR-T, TD-T, MFC-T are stocks to buy or sell.
Had a Short position on this for a while. Located in Kenya, Ethiopia and Somalia. Shorted this because it is a new basin so there is a question of valuation and tends to be a bit too frothy expectation. It will take them a while to deliver any meaningful production, possibly 2018, at the earliest. Thinks there could be significant weakness in the share price going ahead.
Likes this. Essentially they assist pipeline companies in constructing pipelines. There is one particular division that he likes called Arctic Therm and they are starting to increase the utilization of that division. Has had nice performance this year but he continues to see upside. Very positive on pipeline construction companies, as opposed to pipelines themselves.
Lots of value. Not owned for a year or so. $3 means you are getting paid to wait, 4%+ dividend. Asset value of $10 to $11. Nickel is out of favour. Third nickel, oil and coal each. Could be broken up to realize value.