Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
March 8, 2018

(A Top Pick Apr 5/17, Down 6.73%) It would have been terrible to be here in June of last year. They under promise and over deliver. This is a core way to dabble in energy.

(A Top Pick Apr 5/17, Down 6.73%) It would have been terrible to be here in June of last year. They under promise and over deliver. This is a core way to dabble in energy.

Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$6.160
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 8, 2018

(A Top Pick Apr 5/17, Up 99.9%) He took his proceeds and followed management into Kirkland Lake. It is the people, not the companies that he follows. He made a tidy return.

(A Top Pick Apr 5/17, Up 99.9%) He took his proceeds and followed management into Kirkland Lake. It is the people, not the companies that he follows. He made a tidy return.

Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$20.160
Owned
No
PAST TOP PICK
PAST TOP PICK
March 8, 2018

(A Top Pick Apr 5/17, Down 8.80%) It is viewed as a gas company. It has outperformed, but it is still caught up a bit in being a gas company when in fact they have oil.

(A Top Pick Apr 5/17, Down 8.80%) It is viewed as a gas company. It has outperformed, but it is still caught up a bit in being a gas company when in fact they have oil.

Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$6.370
Owned
Yes
TOP PICK
TOP PICK
March 8, 2018

A great little underappreciated story. Nova Scotia. It took three years to build. It is dirt cheap. They have two other satellite deposits that can expand the project. They are going to explore them in order to discover resources to go on beyond 10 years. (Analysts’ target: $2.46).

A great little underappreciated story. Nova Scotia. It took three years to build. It is dirt cheap. They have two other satellite deposits that can expand the project. They are going to explore them in order to discover resources to go on beyond 10 years. (Analysts’ target: $2.46).

Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$1.860
Owned
Yes
TOP PICK
TOP PICK
March 8, 2018

Canadian oil producer. 10% yield that is sustainable. It trades at a material discount to its average. Cash flow per share has not gone down but the share price has. You can’t stay this negative for long. (Analysts’ target: $6.35).

Canadian oil producer. 10% yield that is sustainable. It trades at a material discount to its average. Cash flow per share has not gone down but the share price has. You can’t stay this negative for long. (Analysts’ target: $6.35).

Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$4.190
Owned
Yes
TOP PICK
TOP PICK
March 8, 2018

Early 2012 it traded at the same level. The production has gone up 9 times since then. Earnings have gone up 5 times. The stock is flat. The company has created significant value. 80% of their growth has been organic. (Analysts’ target: $27.14).

Early 2012 it traded at the same level. The production has gone up 9 times since then. Earnings have gone up 5 times. The stock is flat. The company has created significant value. 80% of their growth has been organic. (Analysts’ target: $27.14).

Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$19.890
Owned
Yes
HOLD
HOLD
March 8, 2018

Good management and their 5 year plant tries to balance sustainable dividend and capital investment. It is not a well owned stock, almost 80% retail. Through the down turn management have been able to demonstrate the sustainability of the business model. Healthy growth and efficiently bringing debt down. He looks for moderate capital appreciation.

Good management and their 5 year plant tries to balance sustainable dividend and capital investment. It is not a well owned stock, almost 80% retail. Through the down turn management have been able to demonstrate the sustainability of the business model. Healthy growth and efficiently bringing debt down. He looks for moderate capital appreciation.

Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$1.830
Owned
Yes