A Comment -- General Comments From an Expert

A Commentary

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about A Commentary

Signal
Opinion
Expert
COMMENT
COMMENT
January 3, 2007
Diamonds: - The key to a lot of diamond exploration is to make sure there is enough cash for the exploration. You want to know the quality of the diamonds and the length of the pipe, what the exploration budget looks like. The real key is management and their experience.
Show full opinionHide full opinion
General Market Comment
January 3, 2007
Diamonds: - The key to a lot of diamond exploration is to make sure there is enough cash for the exploration. You want to know the quality of the diamonds and the length of the pipe, what the exploration budget looks like. The real key is management and their experience.
COMMENT
COMMENT
January 2, 2007
TSX - Banking sector with energy and materials makes up the bulk of the exchange. His analysis shows a 8.8% return for 2007 making it $14,043.
Show full opinionHide full opinion
General Market Comment
January 2, 2007
TSX - Banking sector with energy and materials makes up the bulk of the exchange. His analysis shows a 8.8% return for 2007 making it $14,043.
COMMENT
COMMENT
December 29, 2006
Growth of “stateism” into the private energy enterprise sector is ominous for supplies of oil/gas outside North America. They will increasingly be looking to Canada, particularly the tar sands
Show full opinionHide full opinion
General Market Comment
December 29, 2006
Growth of “stateism” into the private energy enterprise sector is ominous for supplies of oil/gas outside North America. They will increasingly be looking to Canada, particularly the tar sands
COMMENT
COMMENT
December 27, 2006
For small cap golds, he recommends holding a basket of them, which is what he does in his fund. They are all risky.
Show full opinionHide full opinion
General Market Comment
December 27, 2006
For small cap golds, he recommends holding a basket of them, which is what he does in his fund. They are all risky.
COMMENT
COMMENT
December 19, 2006
Golds: - Had a severe pull back this year and a little one recently. Not a bad entry point.
Show full opinionHide full opinion
General Market Comment
December 19, 2006
Golds: - Had a severe pull back this year and a little one recently. Not a bad entry point.
DON'T BUY
DON'T BUY
December 15, 2006
Gold: - He deals in gold bullion and just recently sold his holdings. He is bearish on gold. The chart shows a peak around $750 and then there’s a series of zigzags which don’t look encouraging. Does own some gold stocks.
Show full opinionHide full opinion
General Market Comment
December 15, 2006
Gold: - He deals in gold bullion and just recently sold his holdings. He is bearish on gold. The chart shows a peak around $750 and then there’s a series of zigzags which don’t look encouraging. Does own some gold stocks.
COMMENT
COMMENT
December 13, 2006
Gold: - Gold price will move up because the US$ is going to go down. If correct, the most leverage will come from US gold deposits.
Show full opinionHide full opinion
General Market Comment
December 13, 2006
Gold: - Gold price will move up because the US$ is going to go down. If correct, the most leverage will come from US gold deposits.
COMMENT
COMMENT
December 13, 2006
Uranium: - Investment funds bought up uranium in the spot market and the influx of the money significantly distorted uranium prices. He sold most of his uranium stocks. Cigar Lake mine represented 11%-12% of worldwide demand and the flood represented a major problem for the uranium industry. Outlook for the price of uranium is very positive now.
Show full opinionHide full opinion
General Market Comment
December 13, 2006
Uranium: - Investment funds bought up uranium in the spot market and the influx of the money significantly distorted uranium prices. He sold most of his uranium stocks. Cigar Lake mine represented 11%-12% of worldwide demand and the flood represented a major problem for the uranium industry. Outlook for the price of uranium is very positive now.
COMMENT
COMMENT
December 13, 2006
Management: - Looks on his portfolio as a portfolio of management teams, not stocks. Management is the single most important aspect when buying small, illiquid and highly volatile stocks. 3 things are needed, 1) Integrity. They have to manage in the best interest of shareholders, not management 2) Technically competent 3) Financially competent.
Show full opinionHide full opinion
General Market Comment
December 13, 2006
Management: - Looks on his portfolio as a portfolio of management teams, not stocks. Management is the single most important aspect when buying small, illiquid and highly volatile stocks. 3 things are needed, 1) Integrity. They have to manage in the best interest of shareholders, not management 2) Technically competent 3) Financially competent.
COMMENT
COMMENT
December 13, 2006
Uranium commodity will remain very strong. The supply/demand is very much favouring the commodity. Not a lot of capacity coming on for the next 3 years.
Show full opinionHide full opinion
General Market Comment
December 13, 2006
Uranium commodity will remain very strong. The supply/demand is very much favouring the commodity. Not a lot of capacity coming on for the next 3 years.
COMMENT
COMMENT
December 8, 2006
Over the past 3 years, in the 1st quarter, there has been a 10%-20% decline in REITs, so expects volatility in early 2007, so be cautious
Show full opinionHide full opinion
General Market Comment
December 8, 2006
Over the past 3 years, in the 1st quarter, there has been a 10%-20% decline in REITs, so expects volatility in early 2007, so be cautious
PAST TOP PICK
PAST TOP PICK
December 5, 2006
(Government of Canada- 10-year Bond was a Top Pick Sept 27/06. Up.) Yield price has dropped, so the bond price has gone up. Would still Buy. For the gamier players, even 20-year bonds.
Show full opinionHide full opinion
General Market Comment
December 5, 2006
(Government of Canada- 10-year Bond was a Top Pick Sept 27/06. Up.) Yield price has dropped, so the bond price has gone up. Would still Buy. For the gamier players, even 20-year bonds.
WAIT
WAIT
December 5, 2006
Income Trusts: - Possible there could be more weakness because of 1) funds that have redemption dates mid-December and 2) tax loss selling. Could create some good opportunities. Have to be selective.
Show full opinionHide full opinion
General Market Comment
December 5, 2006
Income Trusts: - Possible there could be more weakness because of 1) funds that have redemption dates mid-December and 2) tax loss selling. Could create some good opportunities. Have to be selective.
DON'T BUY
DON'T BUY
December 4, 2006
Financials: - Doesn’t trade Canada a lot, but from what he sees they have run up quite strongly. In the short term, they seem to be overvalued.
Show full opinionHide full opinion
General Market Comment
December 4, 2006
Financials: - Doesn’t trade Canada a lot, but from what he sees they have run up quite strongly. In the short term, they seem to be overvalued.
COMMENT
COMMENT
December 4, 2006
Gold: - Likes gold on a long-term basis. On a short-term basis, it’s had a nice run from $575 to $650.
Show full opinionHide full opinion
General Market Comment
December 4, 2006
Gold: - Likes gold on a long-term basis. On a short-term basis, it’s had a nice run from $575 to $650.
Showing 12,661 to 12,675 of 13,748 entries