Q: These were two energy companies on your blog with large percentage upward revision estimates of EBIT. What is your assessment of them? Would you recommend purchasing either of them?
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MEG Energy Corp. (MEG)
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Amerigo Resources Ltd. (ARG)
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International Petroleum Corporation (IPCO)
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Minera Alamos Inc. (MAI)
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Orezone Gold Corporation (ORE)
Q: Amerigo, MEG Energy, Minera Alamos, and Interfor are, with others, some of the, to me (i.e. except for Interfor) obscure company holdings of the very successful AEGIS Value fund in the U.S. Are you aware of any other commonalities among these holdings that might make them interesting?
Q: Please comment on recent results and forward looking growth and potential. Would you buy at these prices?