Value Microcaps Junior Energy

[dr_airtime]

PIF.TO - more from...

...Fabrice Taylor. One of most influential public analysts in Canada (public because he works for our biggest paper. Also runs the President's Club investor newsletter targeted at Canucks).

Haven't read my last post? Maybe this quote will get your attention.

So if Polaris were to pay out 70 per cent of its free cash flow in dividends, the stock, purchased today, would yield 25 per cent if these conservative assumptions prove correct.

The downside, meanwhile, seems very limited. In the highly unlikely event that the drilling program flops, I figure the stock goes to $6 (Canadian), compared with about $7 today. If the plan works as expected, the stock could double over the next 24 months. That’s the kind of asymmetry a value investor loves.

http://www.theglobeandmail.com/globe-investor/investment-ideas/power-companys-flat-lining-stock-has-powerful-upside-potential/article29411177/