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rob13546

rob13546
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  • AutoCanada: An Easy Short [View article]
    Hey Kevin,

    I bet you $100 that RBC next report on ACQ will be outperform lol.
    Jun 26 10:20 PM | Likes Like |Link to Comment
  • AutoCanada: An Easy Short [View article]
    There's some more fees for RBC.
    Jun 26 01:38 PM | Likes Like |Link to Comment
  • AutoCanada: An Easy Short [View article]
    Hi Kevin,

    I liked the national post article you posted. I noticed that soft landing was mentioned a few times in the article. It's never a soft landing in housing bubbles. Ask Ireland and the US.
    Jun 15 12:21 PM | Likes Like |Link to Comment
  • Tepper nervous about markets [View news story]
    Agreed
    May 15 10:53 AM | Likes Like |Link to Comment
  • Geodrill Limited: West Africa's Leading Metals Driller Is Trading At 50% Of Tangible Book Value [View article]
    They issued results this morning. They weren't good but not expected to be either. They did sign some new contracts with senior companies such as, Kinross.
    May 12 06:47 PM | Likes Like |Link to Comment
  • Lightstream: Drilling For Value And A 9% Dividend [View article]
    BV means nothing when valuing and oil company
    Apr 4 11:16 AM | 3 Likes Like |Link to Comment
  • From Frac Sands To Oil Sands: Athabasca Minerals Has It Covered [View article]
    Hi Malcolm,

    What did you think of yesterday's results? There operating costs skyrocketed and I dont think the market likes that. down 8%

    Regards,

    Rob
    Apr 1 10:18 AM | Likes Like |Link to Comment
  • M&T Bank Warrants: A Long-Term Value Investor's Dream [View article]
    Hi Quinn,

    MTB is getting wacked today due to earnings. Warrants are more attractive today then when you wrote this article. Are you a buyer here?
    Jan 17 12:04 PM | Likes Like |Link to Comment
  • Orbit Garant Drilling: Selling At A 20% Discount To Working Capital [View article]
    They have great margins and I think Harper is an excellent CEO. He owns 40% of GEO and I think that GEO can return 500% when the cycle turns up.
    Jan 14 04:07 PM | 1 Like Like |Link to Comment
  • Orbit Garant Drilling: Selling At A 20% Discount To Working Capital [View article]
    Nice article Steven. I agree that OGD is undervalued year but I'm buying Geodill (GEO) instead.
    Jan 14 12:22 PM | Likes Like |Link to Comment
  • From Frac Sands To Oil Sands: Athabasca Minerals Has It Covered [View article]
    Good article. I have been following ABM for a while now. I think the company will do well but the issue is the permit. Company has said for almost a year now that they are getting their frac sand permit but it has not come.
    Jan 6 01:07 PM | Likes Like |Link to Comment
  • Geodrill Limited: West Africa's Leading Metals Driller Is Trading At 50% Of Tangible Book Value [View article]
    Hi Dennis,

    Good Article. I am long GEO, it is a small position for me but I will eventually make it a 5%+ position. The market is giving no value to Dave Harper. He is an excellent CEO and is working on the ground in Africa. One of the reasons I think that the stock has tanked more than the other drillers is because 70% of the shares outstanding are owned by 4 shareholders. I dont have the names in front of me but obviously Harper owns around 40% of the company. Irwin Michael, a value investor who runs ABC funds in Canada, owns 10% of the company. and the remaining 20% is owned by 2 more fund which I can't remember off the top of my head. With only 30% of the shares free float, I believe that retail investors are selling here with no sense of value.

    Harper was asked by an analyst on the Q3 conference call, if he sees a bottom in the drilling industry and Harper responded that he thinks we will hit bottom somewhere in the next 6 months and that we might bounce around the bottom for a bit. I haven't made this a full position in my portfolio because I haven't seen insiders buying at these ridiculous prices yet. I wonder why they haven't yet? Do you have any thoughts on that Dennis?

    Anyway I think over the next 3 years, this stock will be a 5 bagger.

    Thanks,

    Rob
    Jan 4 08:15 PM | Likes Like |Link to Comment
  • MTY Food Group Inc. - A Restaurant Stock For The Wallet [View article]
    Stanley Ma is a brilliant capital allocator. One of the best CEO's in Canada. Has acquired many companies here in canada and successfully integrated them into MTY. He rarely isssues stock options and pass himself a mudest $100K salary.
    Dec 17 02:40 PM | Likes Like |Link to Comment
  • Geodrill: A High Quality, Low Priced Contract Drilling Company [View article]
    What did you think of GEO's 3rd quarter conference call. Harper said they received 3 new contracts and he thinks that he will be at 50% utilization rates by years end. He also mentioned that he thinks the bottom for the industry is going to be somewhere in the next 6 months.
    GEO has no debt so they can't go bankrupt. Do you think its smart to pick up some shares at these prices? I hesitate to buy here because I don't see insiders buying at these bargain prices. At some point this will probably be a screaming buy. Who knows when though.
    Dec 4 11:35 PM | Likes Like |Link to Comment
  • More on BMO results [View news story]
    BMO didnt beat estimates. EPS was $1.62 and estimate was $1.67
    Dec 3 09:28 AM | Likes Like |Link to Comment
COMMENTS STATS
26 Comments
9 Likes