Dear Pat: Your analysis please on the fundamental value in three beaten-up resource-related equities: Orbit Garant Drilling, Thompson Creek Metals and Stonegate Agricom.

Orbit Garant Drilling, $2.15, symbol OGD on Toronto (Shares outstanding: 33.3 million; Market cap: $71.6 million, www.orbitgarant.com), is a Canadian firm that provides both underground and surface drilling services to mining companies. It has 224 drills and 800 employees that serve clients in Canada and… Read More

Could I please have your opinion on Thompson Creek Metals? There is a lot of local enthusiasm in B.C., but the market does not seem to share the same optimism. Thanks.

Thompson Creek Metals Co. Inc., $7.43, symbol TCM on Toronto (Shares outstanding: 172.3 million; Market cap: $1.3 billion, www.thompsoncreekmetals.com), is a Canadian molybdenum producer with mining, milling, roasting and marketing operations in Canada and the U.S.

The company’s operations include the Thompson Creek mine in… Read More