Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 4, 2017

Historically, this has been a heavy oil producer. It has bought more heavy oil assets recently. Heavy oil trades at a discount to regular crude oil, because of processing. This is a call on if you think the price of oil is going higher. They still have some debt that they have to pay down. If oil goes to $70-$80, this company will do very well. In the $55-$60 range, there is not a lot of upside.

Historically, this has been a heavy oil producer. It has bought more heavy oil assets recently. Heavy oil trades at a discount to regular crude oil, because of processing. This is a call on if you think the price of oil is going higher. They still have some debt that they have to pay down. If oil goes to $70-$80, this company will do very well. In the $55-$60 range, there is not a lot of upside.

Craig Porter
Senior Portfolio Manager, LOGiQ Asset Management
Price
$6.710
Owned
Unknown
COMMENT
COMMENT
January 4, 2017

An independent power producer. Just made some acquisitions of wind farms. This was hurt at around the Trump election when there was talk of rebuilding coal. A very good stock paying a healthy dividend of 5.1%, which he doesn’t think is at risk. A utility like company which will give you utility like returns.

An independent power producer. Just made some acquisitions of wind farms. This was hurt at around the Trump election when there was talk of rebuilding coal. A very good stock paying a healthy dividend of 5.1%, which he doesn’t think is at risk. A utility like company which will give you utility like returns.

Craig Porter
Senior Portfolio Manager, LOGiQ Asset Management
Price
$11.260
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
January 4, 2017

(A Top Pick Nov 21/16. Up 5.81%.) Mining in Eritrea. Started with gold, and then copper, and now zinc. It is getting into the right metal at the right time. They also made an acquisition in Serbia of a very copper/gold rich property. They will take the proceeds from the one mine and use it to develop the next. Pays a nice dividend of 4%-5%.

Nevsun Resources (NSU-T)
January 4, 2017

(A Top Pick Nov 21/16. Up 5.81%.) Mining in Eritrea. Started with gold, and then copper, and now zinc. It is getting into the right metal at the right time. They also made an acquisition in Serbia of a very copper/gold rich property. They will take the proceeds from the one mine and use it to develop the next. Pays a nice dividend of 4%-5%.

Craig Porter
Senior Portfolio Manager, LOGiQ Asset Management
Price
$4.400
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 4, 2017

(A Top Pick Nov 21/16. Down 7.31%.) He still likes natural gas going out the rest of this year. Demand continues to pick up. North American gas inventories are down by about 10% from where they where last year. Industrial use is increasing. The company has a track record of building things and selling them off, and they have a big stake in this company.

(A Top Pick Nov 21/16. Down 7.31%.) He still likes natural gas going out the rest of this year. Demand continues to pick up. North American gas inventories are down by about 10% from where they where last year. Industrial use is increasing. The company has a track record of building things and selling them off, and they have a big stake in this company.

Craig Porter
Senior Portfolio Manager, LOGiQ Asset Management
Price
$34.850
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 4, 2017

(A Top Pick Nov 21/16. Down 0.99%.) Natural gas. They have tapped into a very liquids rich play, where they are getting a lot of other fuels and condensates along with natural gas.

(A Top Pick Nov 21/16. Down 0.99%.) Natural gas. They have tapped into a very liquids rich play, where they are getting a lot of other fuels and condensates along with natural gas.

Craig Porter
Senior Portfolio Manager, LOGiQ Asset Management
Price
$31.340
Owned
Yes
BUY
BUY
January 4, 2017

A company that has built up production and has no debt on the books. They are continuing to expand in areas that nobody else wanted to go into for years. Politics in Colombia are changing for the better.

A company that has built up production and has no debt on the books. They are continuing to expand in areas that nobody else wanted to go into for years. Politics in Colombia are changing for the better.

Craig Porter
Senior Portfolio Manager, LOGiQ Asset Management
Price
$17.590
Owned
Yes
COMMENT
COMMENT
January 4, 2017

A good name if you like zinc, which he does. They have 2 mines. One is in Peru where there are also some other high grade base metals. They have also redeveloped the Caribou mine in New Brunswick. Both mines are going well. If you believe that global growth is starting to accelerate again, base metals typically do well during that period.

A good name if you like zinc, which he does. They have 2 mines. One is in Peru where there are also some other high grade base metals. They have also redeveloped the Caribou mine in New Brunswick. Both mines are going well. If you believe that global growth is starting to accelerate again, base metals typically do well during that period.

Craig Porter
Senior Portfolio Manager, LOGiQ Asset Management
Price
$1.120
Owned
Unknown