Red = consensus of 2 or more gurus
Green = top pick(s) for that guru
Irvin Michael, ABC Funds
- Summary: typically an optimist, he claims to be a disciplined value investor. He has a particular focus on Oil, Gas and Mining companies, which make up 1/2 of several of his funds. It is easy to obtain information about his investments and rationale, because he goes into a lot of detail explaining it and makes his thoughts available on his website.
- Picks:
- Daylight Energy, Savanah Energy, Flint Energy Services, Legacy were some of his PAST top picks and all have done extremely well.
- Rona $9.73. He currently believes that RONA is undervalued because it is below tangible book value, and Rona is refocused.
- Angle Energy $6.15. ABC recently got into this one. Nuttall calls it a "fantastically" run company & a BUY.
- Twin Butte Energy $2.10. A high dividend which Nuttall believes is sustainable due to low payout ratio. Nuttall likes the company but doesn't see a lot of growth (i.e. a good yield play)
Norman Rothery, Rothery Report
- Summary: I don't think he has any assets under management (other than his own), as he makes some fees from the report he sells. He provides a lot of detailed rationale for his value picks in his Rothery Report, and has a phenomenal track record for that portfolio (33% annualized). I tend to scrutinize his picks and can find 1-3 per year that I like, often they have to have consensus with another guru
- Picks:
- Unsure. I stopped paying for the report last year, so I'm not sure what his latest picks are.
Eric Sprott, Sprott Assett Mgmt
- Summary: He is a perma-bear with an excellent track record. But he is mainly in cash & precious metals right now.
- Picks:
- Cash & Gold are the top held investments in all of his portfolios right now
- SIlver. He calls silver the "investment of the decade". Prob worth owning some.
- Glentel $5.45. This is the top stock holding in their Small Cap Fund & is also one of the top 4 picks for Donville/Kent. Stockchase has a lot of "TOP PICK" ratings for this one.
Eric Nuttall, Sprott Assett Mgmt
- Summary: he's works with Eric on Sprott's Energy portfolio.
- picks:
- Angle Energy $6.58. A top pick. Also held by ABC Funds and Lemarche
- Trican Well Services $20.00 . Top holding
- Legacy Oil & Gas $13.73. A top pick. Also held by ABC Funds
- Painted Pony Petroleum $7.55. A top pick.
Norm Lamarche, Frontier Street Funds
- Summary: introduced to us by Bob Thompson
- picks:
- Angle Energy $8.25. A top pick. Also held by ABC Funds and Nuttall
- Trican Well Services $14.28. Top holding
- Angle Energy
- $6.15 - ABC, $6.58 - Sprott Energy, $8.25 - Frontier Street
- Trican Well Services
- ~$20.00 - Sprott Energy, $14.28 - Frontier Street
