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Gold/Mining/Energy : TLM.TSE Talisman Energy
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To: Tomas who wrote (1690)8/3/2004 10:34:56 AM
From: Tomas   of 1713
 
Manager bullish on resource stocks
The Globe & Mail, Tuesday, August 3
By ANGELA BARNES

Margot Naudie is the lead manager of the TD Resource Fund, which is down 5.4 per cent so far this year. The portfolio focuses on core holdings in high-quality resource companies that have strong management teams with a track record of creating shareholder value.

Among the stocks that she has bought or added to recently are:

Talisman Energy Inc. (TLM-TSX). Shares of the Calgary-based energy firm recently set a 52-week high of $31.95 (Canadian) and have since eased off modestly, ending Friday's session on the Toronto Stock Exchange at $31.55. The 52-week low of $19.78 was set a year ago. Ms. Naudie describes Talisman as a "very well-managed oil company" that has an international focus and strategy. She is particularly impressed by Talisman's production profile and its exploration success. It has one of the highest forecasts for growth in production per share among the North American exploration and production companies, she said. She sees Talisman shares trading up to at least $34 over the next 12 months as the company continues to execute on its business plan and the valuation gap relative to its peers narrows.
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Full article: theglobeandmail.com
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