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

2017-08-08

General Comment by Lyle Stein

Bias Subject Owned
UNKNOWN CANADIAN Yes

Gold companies. There are 2 kinds of gold companies. Operating companies, the ones that build and operate mines, and royalty companies. He owns Goldcorp (G-T) and Agnico-Eagle (AEM-T). Agnico has been an outstanding operating company, and if you have to buy an operator, you won’t go wrong owning this. If you want an operator and get some leverage to the upside, buy when sentiment is negative, and Goldcorp is clearly the name. If you just want a safe, stable name on the price of gold, then Franco Nevada (FNV-T) is the right way to deal.

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

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