Agnico-Eagle Mines

AEM-T

TSE:AEM

106.09
4.65 (4.20%)
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
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.

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.

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

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