My Track Record
Dear Reader,
I do know it is impossible to convince you about my track record for the years before August 2012, because my past stock picks are not publicly available. However, I have been writing for SeekingAlpha since late 2012, using the alias "Value Digger". As such, you can confirm my track record from August 2012 to May 2014, by reading my SA articles and comments.
An indicative sample of this track record is shown below. To confirm all the calls presented below, you can go to my SA profile and click on "Articles". By accessing the archive of my SA articles, you can easily find all the stock picks mentioned below, along with the corresponding articles and dates.
Given that S&P rose 20% in 2013, I have omitted the calls (bullish and bearish) that have yielded less than 20% from January 2013 to H1 2014, to focus on the stocks that have outperformed the market.
1) My Publicly Available Bullish Picks That Have Yielded More than 20% (Late 2012 - H1 2014):
|
Company
|
Price When
Recommended
|
Date When
Recommended
|
Price
|
Date
|
Yield
|
|
Rock
Energy
(RENFF, RE.T)
|
C$1
|
December 2012
|
C$7.4
|
May 2014
|
~600%
|
|
C&C
Energia
(CZE.T)
|
C$5.7
|
August 2012
|
C$9.5
|
December 2012
|
~70%
|
|
Surge
Energy
(SGY.T, ZPTAF)
|
C$3.1
|
April 2013
|
C$7.3
|
October 2013
|
~130%
|
|
Chinook
Energy
(CKE.T, CNKEF)
|
C$0.82
|
December 2013
|
C$2.1
|
May 2014
|
~150%
|
|
Pan Orient
(POE.V, POEFF)
|
C$1.68
|
September 2013
|
C$2.2
|
October 2013
|
~30%
|
|
Arsenal Energy
(AEI.T, AEYIF)
|
C$4.95
|
November 2013
|
C$7.3
|
April 2014
|
~45%
|
|
SM Energy
(SM)
|
$70
|
September 2013
|
$92
|
November 2013
|
~30%
|
|
Parex
Resources
(PXT.T, PARXF)
|
C$5.9
|
September 2013
|
C$11
|
April 2014
|
~85%
|
|
Petroamerica
(PTA.V, PTAXF)
|
C$0.32
|
October 2013
|
C$0.38
|
January 2014
|
~20%
|
|
Bankers
Petroleum
(BNK.T, BNKJF)
|
C$3.6
|
September 2013
|
C$6.5
|
May 2014
|
~80%
|
|
Equal Energy
(EQU)
|
$4.5
|
August 2013
|
$5.5
|
December 2013
|
~22%
|
|
Global FTSE Greece
(GREK)
|
$15
|
June 2013
|
$24
|
January 2014
|
~60%
|
|
Canacol
Energy
(CNE.T, CAAEF)
|
C$3
|
December 2012
|
C$8.2
|
April 2014
|
~170%
|
|
Petrominerales
(PMG.T)
|
$6.1
|
August 2013
|
$11.9
|
October 2013
|
~90%
|
and this one:
|
Company
|
Price When
Recommended
|
Date When
Recommended
|
Price
|
Date
|
Yield
|
|
Petrobras
Argentina
(PZE)
|
$4.4
|
November 2012
|
$7.15
|
November 2013
|
~60%
|
|
Transportadora
de Gas Del Sur
(TGS)
|
$1.5
|
November 2012
|
$2.75
|
October 2013
|
~80%
|
|
Spectra Energy
Partners (SEP)
|
$37
|
April 2013
|
$54
|
April 2014
|
~50%
|
|
Spectra
Energy (SE)
|
$30
|
April 2013
|
$39
|
April 2014
|
~25%
|
|
NGL Energy
Partners (NGL)
|
$29
|
April 2013
|
$40
|
April 2014
|
~35%
|
|
Summit
Midstream
Partners (SMLP)
|
$27
|
April 2013
|
$43
|
April 2014
|
~55%
|
|
MPLX (MPLX)
|
$37.5
|
April 2013
|
$55
|
April 2014
|
~40%
|
|
EQT
Midstream
Partners (EQM)
|
$37
|
April 2013
|
$76
|
April 2014
|
~110%
|
|
Crown
Point
Energy
(CWV.V, CWVLF)
|
C$0.295
|
November 2013
|
C$0.93
|
April 2014
|
~310%
|
|
Zargon Oil
(ZAR.T, ZARFF)
|
C$7.57
|
March 2014
|
C$9.8
|
April 2014
|
~30%
|
|
Quattro
Exploration
& Production
(QXP.V, QEXXF)
|
C$0.33
|
March 2014
|
C$0.90
|
April 2014
|
~200%
|
|
Nighthawk
Energy
(HAWK.L, NHEGY)
|
10.5 GBX
|
April 2014
|
14.5GBX
|
May 2014
|
~40%
|
and this one:
|
Company
|
Price When
Recommended
|
Date When
Recommended
|
Price
|
Date
|
Yield
|
|
Caza Oil
& Gas
(CAZ.T, CAZA.L)
|
C$0.24
|
May 2014
|
C$0.48
|
June 2014
|
100%
|
|
Lonestar
Resources
(LNREF, LNR.AX)
|
$0.32
|
June 2014
|
$0.60
|
July 2014
|
90%
|
2) My Publicly Available Bearish Picks That Have Yielded More Than 20% (Late 2012 - H1 2014):
|
Company
|
Price When
Recommended
|
Date When
Recommended
|
Price
|
Date
|
Yield
|
|
Halcon
Resources
(HK)
|
$8
|
February 2013
March 2013
April 2013
May 2013
November 2013
|
$3.3
|
January 2014
|
~60%
|
|
GMX Resources
(GMXRQ)
|
$3.4
|
March 2013
|
$0.06
|
January 2014
|
~100%
|
|
Cobalt
International
Energy (CIE)
|
$25
|
January 2013
March 2013
|
$15
|
December 2013
|
~40%
|
|
BPZ Resources
(BPZ)
|
$2.68
|
March 2013
|
$1.6
|
December 2013
|
~40%
|
|
Southcross
Energy
Partners (SXE)
|
$21.6
|
April 2013
|
$16.4
|
September 2013
|
~25%
|
|
Gulfport Energy
(GPOR)
|
$68
|
October 2013
|
$52.5
|
January 2014
|
~23%
|
|
Avalon Rare
Metals (AVL)
|
$1.07
|
March 2013
|
$0.48
|
December 2013
|
~55%
|
|
Rare Element
Resources (REE)
|
$2.13
|
March 2013
|
$1.25
|
December 2013
|
~40%
|
|
Uranium
Energy (UEC)
|
$2.3
|
March 2013
|
$1.65
|
November 2013
|
~30%
|
|
Africa Oil
(AOI.V, AOIFF)
|
$7.4
|
March 2013
|
$5.7
|
April 2013
|
~25%
|
|
Nustar Energy
(NS)
|
$52
|
March 2013
|
$38
|
September 2013
|
~30%
|
|
Eagle Rock
Energy Partners
(EROC)
|
$9.5
|
April 2013
|
$5
|
December 2013
|
~45%
|
|
Basic Energy
Services
(BAS)
|
$14.65
|
May 2013
|
$11.1
|
August 2013
|
~25%
|
|
Bon-Ton Stores
(BONT)
|
$18
|
December 2013
|
$10.75
|
January 2014
|
~40%
|
and this one:
|
Company
|
Price When
Recommended
|
Date When
Recommended
|
Price
|
Date
|
Yield
|
|
James River
Coal (JRCC)
|
$3.5
|
January 2013
|
$0.3
|
April 2014
|
~100%
|
|
Americas
Petrogas
(BOE.V, APEOF)
|
C$2
|
November 2012
|
C$0.72
|
July 2013
|
~60%
|
|
Painted Pony
Petroleum
(PPY.T, PDPYF)
|
C$10.5
|
January 2013
|
C$6.2
|
November 2013
|
~40%
|
Sincerely,
Nathan