Christopher Lacich

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  • RIDE THE SIX HORSEMEN OF TECH AND THE INTERNET

    By Christopher Lacich - January 9, 2013 | Tickers: AMZN, AAPL, EBAY, FB, GOOG, MSFT

    Buy and ride the six horsemen of tech and the internet

    A great way to play the technology/internet sector for investors is to buy its six horsemen, and hold them in a basket of stocks for long-term capital gains.  The horsemen are respectively: Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Google (NASDAQ: GOOG), Facebook (NASDAQ: FB), eBay (NASDAQ: EBAY), and Aamazon (NASDAQ: AMZN). These six stocks cover most major areas more »

  • Invest In This Low Risk "Mining" Operation

    By Christopher Lacich - December 28, 2012 | Tickers: COSWF, XOM, IMO, MUR

    A pure-play opportunity to invest in the ExxonMobil (NYSE: XOM)/Imperial Oil (NYSEMKT: IMO) -operated oil sands partnership, SYNCRUDE, is available through Canadian Oil Sands Trust . Canadian Oil Sands Trust owns a 37.74% working interest in the Syncrude partnership whose members are Imperial Oil (25%), Suncor (12%), Sinopec (9.03%), Nexen (7.23%), Murphy Oil (NYSE: MUR)  (5%), and Mocal (5%).  Syncrude was founded in 1964 as an experimental more »

  • Talisman Energy, a Charm for 2013?

    By Christopher Lacich - December 15, 2012 | Tickers: BP, CEO, NXY, TLM

    Talisman Energy (NYSE: TLM), formerly known as BP Canada, Ltd. has had a long, if not obscure history. It went public in 1992 when British Petroleum (NYSE: BP) sold 57% of its interest in the company to the public. Going back further, its origins can be traced to the Supertest Petroleum Company founded in Canada in 1923.

    Based in Calgary, Alberta, Canada, Talisman Energy is now one of Canada's more »

  • Catalyst on the Horizon?

    By Christopher Lacich - November 1, 2012 | Tickers: CEO, NXY

    As of October 28, shareholders of Nexen (NYSE: NXY) anxiously await the Canadian government's decision as to whether to allow the Chinese National Oil Company (NYSE: CEO) to complete its takeover of Nexen at $27.50 (U.S.) per share. This government approval will be the catalyst to unlock the approximate $3.60 in capital gains that awaits the brave holder of Nexen shares in the interim. 

    For some more »

  • Investing for TD's

    By Christopher Lacich - October 31, 2012 | Tickers: AMTD, TD

    Now that football season is here, "TD's" can only mean one thing: touchdowns. In the investing world, all of us as investors are also looking for touchdowns with our stock picks. Touchdowns in the investing world, like in football, produce winners. I have found two TD's that have a connection to those letters, and to each other, and may also produce two investing touchdowns.

    The TD's that more »

  • Hidden Assets on the Small Cap Balance Sheet

    By Christopher Lacich - October 11, 2012 | Tickers: BMO, GY

    A small cap value investor has to dig deep to find the hidden "value" that a publicly-traded company may possess on its balance sheet. This value may remain embedded in the stock until a catalyst unlocks it. The catalyst may be years, if not a decade or more away.

    There are two small cap companies: GenCorp (NYSE: GY), and a company traded in Canada, known as Guardian Capital Group that more »

  • Frontier Oil, Venture Capital, & Private Equity (Kurdistan)

    By Christopher Lacich - August 6, 2012 | Tickers: CVX, XOM, HES, MRO, TLM, TOT

    A large percentage of the world's major oil company's have now made investments in the most promising, on-shore oil basin in the world: Kurdistan, the northern semi-autonomous region of the Republic of Iraq.

    These companies include as of August 2, 2012: ExxonMobil (NYSE: XOM), Chevron (NYSE: CVX), Respol, Marathon (NYSE: MRO) , Hess (NYSE: HES), Total (NYSE: TOT), Talisman (NYSE: TLM) and Gazprom. These majors have decided to make more »

  • Intrinsic Value and the Market

    By Christopher Lacich - July 30, 2012 | Tickers: CEO, NXY, TLM

    The recent takeover offer for Nexen (NYSE: NXY) for $27.50 cash (U.S.) by CNOOC (NYSE: CEO) at a 61% premium illustrates the disconnect between the intrinsic fair market value of a company, and its "Mr. Market" price.

    Often, it can be years before the disconnect is corrected, if ever.

    On July 20, 2012, Nexen traded for around $17 per share. At the close of the market on this more »