Agnico-Eagle Mines

AEM-T

TSE:AEM

81.45
1.38 (1.72%)
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
September 19, 2017

He really likes management. They’ve done an excellent job over the last number of years of increasing production per share and cash flow per share, largely from internal organic growth. Has a good growth profile over the next 5 years. His only problem is that valuation is relatively quite high at the moment, although it deserves it. (See Top Picks.)

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Agnico-Eagle Mines (AEM-T)
September 19, 2017

He really likes management. They’ve done an excellent job over the last number of years of increasing production per share and cash flow per share, largely from internal organic growth. Has a good growth profile over the next 5 years. His only problem is that valuation is relatively quite high at the moment, although it deserves it. (See Top Picks.)

HOLD
HOLD
September 5, 2017

This has always been one of his favourites. They have great mines, a lot of Canadian stuff, which is what he likes. They know how to struggle through problems, and are very good at actually buying interesting choice potential development assets.

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Agnico-Eagle Mines (AEM-T)
September 5, 2017

This has always been one of his favourites. They have great mines, a lot of Canadian stuff, which is what he likes. They know how to struggle through problems, and are very good at actually buying interesting choice potential development assets.

TOP PICK
TOP PICK
August 28, 2017

Covered Call. Gold stocks fall most of the time in the top 25% in the top quartile of option premiums. You get a higher option premium against gold than almost any other sector. Secondly gold stocks, longer-term, don’t tend to go very far. They’ll rise significantly during a market downturn, and then settle back. Because there is a lot of volatility, they pay a high option premium. This is one of the better gold companies in Canada. He is looking at selling an At the Money Covered Call, and he thinks you can consistently do that. Dividend yield of 0.84%.

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Covered Call. Gold stocks fall most of the time in the top 25% in the top quartile of option premiums. You get a higher option premium against gold than almost any other sector. Secondly gold stocks, longer-term, don’t tend to go very far. They’ll rise significantly during a market downturn, and then settle back. Because there is a lot of volatility, they pay a high option premium. This is one of the better gold companies in Canada. He is looking at selling an At the Money Covered Call, and he thinks you can consistently do that. Dividend yield of 0.84%.

COMMENT
COMMENT
August 16, 2017

A gold producer, and she doesn’t own a lot of gold equities. If she decided to increase her weighting in gold, this would be a name she would go to.

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A gold producer, and she doesn’t own a lot of gold equities. If she decided to increase her weighting in gold, this would be a name she would go to.

COMMENT
COMMENT
July 5, 2017

A Canadian focused gold miner. He is bullish on gold in general, and this has always been a very well liked name. Canadian gold miners are getting hit as a result of the strong Cdn$. If you want to own a Canadian focused miner, this is as good as any.

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A Canadian focused gold miner. He is bullish on gold in general, and this has always been a very well liked name. Canadian gold miners are getting hit as a result of the strong Cdn$. If you want to own a Canadian focused miner, this is as good as any.

PAST TOP PICK
PAST TOP PICK
June 27, 2017

(A Top Pick July 5/16. Down 14.54%.) This is a time to be in gold stocks, and this is the premier “go to” name in the Canadian gold patch. The pipeline on this looks really interesting on a go forward basis.

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(A Top Pick July 5/16. Down 14.54%.) This is a time to be in gold stocks, and this is the premier “go to” name in the Canadian gold patch. The pipeline on this looks really interesting on a go forward basis.

PAST TOP PICK
PAST TOP PICK
May 9, 2017

(A Top Pick July 5/16. Down 12%.) At that time, this was running up and gold looked much better. Believes this is the premier company in Canada. They’ve been very good at bringing up mines. A growth business that happens to be in the gold mining industry.

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(A Top Pick July 5/16. Down 12%.) At that time, this was running up and gold looked much better. Believes this is the premier company in Canada. They’ve been very good at bringing up mines. A growth business that happens to be in the gold mining industry.

PAST TOP PICK
PAST TOP PICK
March 20, 2017

(A Top Pick March 31/16. Up 21%.) He kind of liked the gold market at that point. Today, he is quite intrigued because they have a combination of growth and low cost mines. A Canadian high quality production. To him, this is a core holding in the gold sector

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(A Top Pick March 31/16. Up 21%.) He kind of liked the gold market at that point. Today, he is quite intrigued because they have a combination of growth and low cost mines. A Canadian high quality production. To him, this is a core holding in the gold sector

COMMENT
COMMENT
March 7, 2017

One of the premier Canadian gold miners. Producing about 1.65 ramping up to 1.7 million ounces a year. Reasonable cash costs. Not a cheap stock, but they’ve done an incredible job and have a lot of growth behind them. They are also investing in a number of junior companies. Very good management. He likes this.

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One of the premier Canadian gold miners. Producing about 1.65 ramping up to 1.7 million ounces a year. Reasonable cash costs. Not a cheap stock, but they’ve done an incredible job and have a lot of growth behind them. They are also investing in a number of junior companies. Very good management. He likes this.

PAST TOP PICK
PAST TOP PICK
February 21, 2017

(A Top Pick Feb 8/16. Up 29.61%.) The forecast at the time was that the long-term price of gold had bottomed and was headed up. Still thinks there is a good opportunity for gold because of rising inflation over the next couple of years.

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Agnico-Eagle Mines (AEM-T)
February 21, 2017

(A Top Pick Feb 8/16. Up 29.61%.) The forecast at the time was that the long-term price of gold had bottomed and was headed up. Still thinks there is a good opportunity for gold because of rising inflation over the next couple of years.

COMMENT
COMMENT
February 7, 2017

There are a lot of systems for analysing companies. For something like this, you would have to look at “momentum”, and that is built into his system, but he only looks at stocks that are under $5.

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Agnico-Eagle Mines (AEM-T)
February 7, 2017

There are a lot of systems for analysing companies. For something like this, you would have to look at “momentum”, and that is built into his system, but he only looks at stocks that are under $5.

PAST TOP PICK
PAST TOP PICK
February 2, 2017

(Top Pick Mar 31/16, Up 35.38%) The sector recovered. It is a wonderful gold mining company that he continues to own. He is looking to add more somewhere around here. It is the premier gold stock in Canada.

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Agnico-Eagle Mines (AEM-T)
February 2, 2017

(Top Pick Mar 31/16, Up 35.38%) The sector recovered. It is a wonderful gold mining company that he continues to own. He is looking to add more somewhere around here. It is the premier gold stock in Canada.

COMMENT
COMMENT
January 5, 2017

The company has done pretty well. He is not a big believer in gold. Prefers Goldcorp (G-T).

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The company has done pretty well. He is not a big believer in gold. Prefers Goldcorp (G-T).

TOP PICK
TOP PICK
December 28, 2016

This is the best of the senior producers. It has a fantastic balance sheet, and really good assets. Has held up well compared to other names. Overall, the sector is in a longer-term bottoming process. $50 became an interesting place for buyers. His one year target is around $68. January and February are very supportive of gold prices, and in February you want to take some off the table as it gets weak from March onwards. Believes that bullion overall is making a significant longer-term low here, and producers always reflect the bullish/bearish moves before the underlying commodity, and we are seeing that now. Risk/reward here is really good. Dividend yield of 0.99%. (Analysts’ price target is $71.25.)

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Agnico-Eagle Mines (AEM-T)
December 28, 2016

This is the best of the senior producers. It has a fantastic balance sheet, and really good assets. Has held up well compared to other names. Overall, the sector is in a longer-term bottoming process. $50 became an interesting place for buyers. His one year target is around $68. January and February are very supportive of gold prices, and in February you want to take some off the table as it gets weak from March onwards. Believes that bullion overall is making a significant longer-term low here, and producers always reflect the bullish/bearish moves before the underlying commodity, and we are seeing that now. Risk/reward here is really good. Dividend yield of 0.99%. (Analysts’ price target is $71.25.)

COMMENT
COMMENT
November 21, 2016

One of the better gold companies. Good management and strong cash flow. A lot of their assets are in Canada, so they will do well with a falling Cdn$.

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Agnico-Eagle Mines (AEM-T)
November 21, 2016

One of the better gold companies. Good management and strong cash flow. A lot of their assets are in Canada, so they will do well with a falling Cdn$.

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