Buy & Sell Roundtable: best picks in bear market
From:
https://www.financialpost.com/money/story.html?id=1091605
My third pick is a stock that has fallen a long way and one that we have owned for a long time. It is Sherritt International Corp. (S/TSX). It is a diversified commodity producer -- nickel, oil and thermal coal. It also has gas-fired power generating stations in Cuba. Sherritt is well managed. We feel that net asset value is the best way to value a natural resources company like this. Using what we consider to be relatively conservative commodity prices, our NAV is $11 a share.
Hubbes: We have owned it in the past, but we became concerned about the company's large project in Madagascar. I sold the stock.