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Compiling comments that experts make about stocks while on public TV.

2017-03-20

General Comment by Lyle Stein

Bias Subject Owned
CAUTIOUS CANADIAN Unknown

Zinc. Inventories are down and supply is limited. Chinese are shutting some capacity in, in terms of the refining of the raw metal. Zinc is on a roll. It has been tight, and will probably stay tight as mines have shut down. There is no reason the price cannot spike up to the $2 levels. The best 3 plays in Canada are Teck Resources (TECK.B-T), the world’s largest net zinc producer; Hudbay Minerals (HBM-T) an intermediate play; Trevali Mining (TV-T) a more junior company.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management

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