Agnico-Eagle Mines

AEM-T

TSE:AEM

81.39
0.06 (0.07%)
Agnico Eagle Mines Limited is a Canadian-based gold producer with operations in Canada, Finland and Mexico and exploration and development activities extending to the United States.
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Analysis and Opinions about AEM-T

Signal
Opinion
Expert
HOLD
HOLD
January 21, 2019
It is one of the best managed gold mines in Canada. They have a good team. Production in North America is safe. This is an excellent executing company but he does not own gold in his portfolios.
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Agnico-Eagle Mines (AEM-T)
January 21, 2019
It is one of the best managed gold mines in Canada. They have a good team. Production in North America is safe. This is an excellent executing company but he does not own gold in his portfolios.
PAST TOP PICK
PAST TOP PICK
January 16, 2019

(A Top Pick Oct 30/18, Up 11%) This become self-sufficient by 2021 and won't need to raise money for their future projects. A rare company in this space that's raising their dividend. Good management.

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Agnico-Eagle Mines (AEM-T)
January 16, 2019

(A Top Pick Oct 30/18, Up 11%) This become self-sufficient by 2021 and won't need to raise money for their future projects. A rare company in this space that's raising their dividend. Good management.

HOLD
HOLD
January 15, 2019
Lots of analysts favour this. Production profile is promising. Hasn't studied it from a valuation point of view, and as a value investor, valuing gold companies has always been a struggle. His gold exposure is under 3%. If you own it, probably still hold it.
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Agnico-Eagle Mines (AEM-T)
January 15, 2019
Lots of analysts favour this. Production profile is promising. Hasn't studied it from a valuation point of view, and as a value investor, valuing gold companies has always been a struggle. His gold exposure is under 3%. If you own it, probably still hold it.
TOP PICK
TOP PICK
October 30, 2018
One of his top picks for years. Beat earnings, and raised guidance. Management is unbelievable, awesome leverage going forward. A gift at this price. Yield is 1.2%. (Analysts’ price target is $60.77)
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Agnico-Eagle Mines (AEM-T)
October 30, 2018
One of his top picks for years. Beat earnings, and raised guidance. Management is unbelievable, awesome leverage going forward. A gift at this price. Yield is 1.2%. (Analysts’ price target is $60.77)
TOP PICK
TOP PICK
September 19, 2018

As gold is out of favour, he loves this from a contrarian view. It is the best gold company with a great growth prospect up North. Gold will come back in favour at some point. When the US dollar weakens, gold will benefit. Yield 1.3%. (Analysts’ price target is $65.64)

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Agnico-Eagle Mines (AEM-T)
September 19, 2018

As gold is out of favour, he loves this from a contrarian view. It is the best gold company with a great growth prospect up North. Gold will come back in favour at some point. When the US dollar weakens, gold will benefit. Yield 1.3%. (Analysts’ price target is $65.64)

BUY
BUY
September 13, 2018

Gold is an enigma--sometimes is a currency or a hedge against inflation or something else. What's holding back gold now is that it's the inverse of the U.S. dollar--which has been strong this year. Producers like Agnico have operating leverage--when gold prices rise, their prices and earnings will rise disproportionately more than the commodity. Agnico has several mines operating well. It's a good house in a bad neighbourhood.

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Agnico-Eagle Mines (AEM-T)
September 13, 2018

Gold is an enigma--sometimes is a currency or a hedge against inflation or something else. What's holding back gold now is that it's the inverse of the U.S. dollar--which has been strong this year. Producers like Agnico have operating leverage--when gold prices rise, their prices and earnings will rise disproportionately more than the commodity. Agnico has several mines operating well. It's a good house in a bad neighbourhood.

PAST TOP PICK
PAST TOP PICK
August 2, 2018

(A Top Pick August 28/17 - Up 5%) Covered call selling JAN 60 calls. They were called away.

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(A Top Pick August 28/17 - Up 5%) Covered call selling JAN 60 calls. They were called away.

BUY
BUY
July 23, 2018

Gold has been hit, though gold stocks have held up. July 27-September 25 is gold's seasonality. He likes AEM, because it's had a consolidation (following a downdraft earlier this year) and gold is entering seaonality, This should do well.

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Gold has been hit, though gold stocks have held up. July 27-September 25 is gold's seasonality. He likes AEM, because it's had a consolidation (following a downdraft earlier this year) and gold is entering seaonality, This should do well.

STRONG BUY
STRONG BUY
June 22, 2018

One of the best-run companies. He's excited by the price dislocation with the recent pullback in gold prices. Agnico is holding on well. They've had a lot of cash and have been acquiring over the years. Good management and has assets in safe geographies. A fine company.

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One of the best-run companies. He's excited by the price dislocation with the recent pullback in gold prices. Agnico is holding on well. They've had a lot of cash and have been acquiring over the years. Good management and has assets in safe geographies. A fine company.

DON'T BUY
DON'T BUY
March 6, 2018

This would have to come down a long way for him to have interest in it. The overall market has been very strong, it is not clear which way the market will go in the future.

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This would have to come down a long way for him to have interest in it. The overall market has been very strong, it is not clear which way the market will go in the future.

DON'T BUY
DON'T BUY
March 5, 2018

The commodity is going one way and the stocks are going the other. It has always been the darling premium amongst the names. They are expensive for a reason. He finds opportunities at lower PEs. He sees greater value elsewhere.

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The commodity is going one way and the stocks are going the other. It has always been the darling premium amongst the names. They are expensive for a reason. He finds opportunities at lower PEs. He sees greater value elsewhere.

Jon Case

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Price
$49.830
Owned
Unknown
TOP PICK
TOP PICK
February 1, 2018

Liquidity has not gone here. It is the premier gold name. Best growth over the next few years. It is a well managed company. They built this brand new camp in Nunavut. (Analysts’ target: $54.13).

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Agnico-Eagle Mines (AEM-T)
February 1, 2018

Liquidity has not gone here. It is the premier gold name. Best growth over the next few years. It is a well managed company. They built this brand new camp in Nunavut. (Analysts’ target: $54.13).

PAST TOP PICK
PAST TOP PICK
December 22, 2017

(A Top Pick Dec 28/16. Up 5.03%.) Chart shows a downward triangle, and the stock may have broken out recently and it looks really quite bullish. If you didn't own a name, this is one he would be comfortable with.

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Agnico-Eagle Mines (AEM-T)
December 22, 2017

(A Top Pick Dec 28/16. Up 5.03%.) Chart shows a downward triangle, and the stock may have broken out recently and it looks really quite bullish. If you didn't own a name, this is one he would be comfortable with.

WAIT
WAIT
November 17, 2017

Probably in a “pause” situation, as it has been for the last few months. This might be that December time, when it breaks above the downtrend that has been going on since mid-2016. He would look at this in December. Overlay this with the underlying commodity just to see how it is acting. If it is starting to move ahead of the commodity, that is probably a pretty good sign.

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Agnico-Eagle Mines (AEM-T)
November 17, 2017

Probably in a “pause” situation, as it has been for the last few months. This might be that December time, when it breaks above the downtrend that has been going on since mid-2016. He would look at this in December. Overlay this with the underlying commodity just to see how it is acting. If it is starting to move ahead of the commodity, that is probably a pretty good sign.

DON'T BUY
DON'T BUY
October 17, 2017

This closed at $45.52. He has a model price of $29.72, a 35% negative differential. Fundamentals do not support the price. There is better value elsewhere. Gold continues to languish in price.

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Agnico-Eagle Mines (AEM-T)
October 17, 2017

This closed at $45.52. He has a model price of $29.72, a 35% negative differential. Fundamentals do not support the price. There is better value elsewhere. Gold continues to languish in price.

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