Kirkland Lake Gold

KL-T

Analysis and Opinions about KL-T

Signal
Opinion
Expert
SELL STRENGTH
SELL STRENGTH
November 20, 2019
Likes it. He has trimmed his holding given the recent run-up. Good to hold, but can take a bit of money off the table.
Kirkland Lake Gold (KL-T)
November 20, 2019
Likes it. He has trimmed his holding given the recent run-up. Good to hold, but can take a bit of money off the table.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$64.630
Owned
Yes
BUY
BUY
October 23, 2019
A stellar performer, a great company, a more conservative holding for him.
Kirkland Lake Gold (KL-T)
October 23, 2019
A stellar performer, a great company, a more conservative holding for him.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$58.170
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 21, 2019
(A Top Pick Dec 28/18, Up 72%) It did very well and passed on his quantitative system. Their free cash flow is huge. You still have a 5% free cash flow yield, which is above average. Copper stocks should outperform gold stocks over the next 6 months. Then money will move back into gold.
Kirkland Lake Gold (KL-T)
October 21, 2019
(A Top Pick Dec 28/18, Up 72%) It did very well and passed on his quantitative system. Their free cash flow is huge. You still have a 5% free cash flow yield, which is above average. Copper stocks should outperform gold stocks over the next 6 months. Then money will move back into gold.
Robert McWhirter
President, Selective Asset Management
Price
$57.300
Owned
Yes
HOLD
HOLD
October 16, 2019
He visited the mine in Australia -- a tier one asset with high grade and high volume. The issue becomes what do you do from here -- where is the next tier one asset? Their market cap is about $10 billion.
Kirkland Lake Gold (KL-T)
October 16, 2019
He visited the mine in Australia -- a tier one asset with high grade and high volume. The issue becomes what do you do from here -- where is the next tier one asset? Their market cap is about $10 billion.
Joe Mazumdar
Editor & Analyst, Exploration Insights
Price
$58.380
Owned
No
BUY
BUY
July 22, 2019
Gold is hot now as interest rates decline. He's bullish in precious metals, and KL is a leader in this space, a go-to name in this gold rally. However, the valuation is a little inflated (the same can be said about the FAANGs).
Gold is hot now as interest rates decline. He's bullish in precious metals, and KL is a leader in this space, a go-to name in this gold rally. However, the valuation is a little inflated (the same can be said about the FAANGs).
Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$60.650
Owned
Unknown
TOP PICK
TOP PICK
June 28, 2019
They've done very well, especially from their Fosterville mine in Australia. Higher gold prices will be a tailwind. This is best of breed. (Analysts’ price target is $53.86)
They've done very well, especially from their Fosterville mine in Australia. Higher gold prices will be a tailwind. This is best of breed. (Analysts’ price target is $53.86)
Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$56.420
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 18, 2019
(A Top Pick Mar 15/19, Up 15%) His fundamental analyst is calling for $60. He thinks a near term pause or retracement may occur, but not before getting towards $54-$56.
(A Top Pick Mar 15/19, Up 15%) His fundamental analyst is calling for $60. He thinks a near term pause or retracement may occur, but not before getting towards $54-$56.
Javed Mirza
Technical analyst, Canaccord Genuity
Price
$52.590
Owned
Unknown
HOLD
HOLD
May 31, 2019
He is getting bullied up on the precious metal space. If the economy weakens, you will see central bank intervention. As debt to GDP ratios continue to go higher, he sees inflation returning. He thinks in about a year, you could see something like the 1970s stagflation period. This would be very good for precious metals -- not so good for equities. KL-T is a bit expensive and he would prefer others. He thinks silver prices could rise dramatically compared to gold if the stagflation scenario unfolds.
He is getting bullied up on the precious metal space. If the economy weakens, you will see central bank intervention. As debt to GDP ratios continue to go higher, he sees inflation returning. He thinks in about a year, you could see something like the 1970s stagflation period. This would be very good for precious metals -- not so good for equities. KL-T is a bit expensive and he would prefer others. He thinks silver prices could rise dramatically compared to gold if the stagflation scenario unfolds.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$46.750
Owned
No
TOP PICK
TOP PICK
May 15, 2019
The best gold chart. He's bullish gold. The chart has stabilized and is now seeing higher highs and lows. $58 is his target. (Analysts’ price target is $51.52)
The best gold chart. He's bullish gold. The chart has stabilized and is now seeing higher highs and lows. $58 is his target. (Analysts’ price target is $51.52)
Javed Mirza
Technical analyst, Canaccord Genuity
Price
$45.270
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
May 6, 2019
It has been a real winner as far as the gold sector has been concerned. It needs the underlying commodity to behave a little better. He would add on pullbacks. You could also consider other intermediate golds.
It has been a real winner as far as the gold sector has been concerned. It needs the underlying commodity to behave a little better. He would add on pullbacks. You could also consider other intermediate golds.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$41.540
Owned
No
TOP PICK
TOP PICK
April 29, 2019
Up 21% since Dec. 28, but he expects 15% more upside. Pays only a 0.5% dividend. Sales in their last report were up 35%, earnings up 61%. Free cash flow of 5.6%. Earnings estimates have risen to 56% in 2019, giving a 35% ROE. He once owned it and wants to re-buy it. (Analysts’ price target is $51.86)
Up 21% since Dec. 28, but he expects 15% more upside. Pays only a 0.5% dividend. Sales in their last report were up 35%, earnings up 61%. Free cash flow of 5.6%. Earnings estimates have risen to 56% in 2019, giving a 35% ROE. He once owned it and wants to re-buy it. (Analysts’ price target is $51.86)
Robert McWhirter
President, Selective Asset Management
Price
$42.510
Owned
No
COMMENT
COMMENT
April 22, 2019
He loves gold as an asset class, and he expects a 20% swing upward in 6-12 months. KL has performed well, but he prefers diversification instead of a specific gold stock, like the ZGD-T ETF.
He loves gold as an asset class, and he expects a 20% swing upward in 6-12 months. KL has performed well, but he prefers diversification instead of a specific gold stock, like the ZGD-T ETF.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$41.820
Owned
Unknown
HOLD
HOLD
April 4, 2019
It has had such a big move over 18 months. It is still quite solid. Technical tools suggested about 10 days ago he should reduce gold holdings and this was one of those. If you are a long term investor then the ups and downs should not concern you. You could step into this one right now.
It has had such a big move over 18 months. It is still quite solid. Technical tools suggested about 10 days ago he should reduce gold holdings and this was one of those. If you are a long term investor then the ups and downs should not concern you. You could step into this one right now.
Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$43.520
Owned
No
PAST TOP PICK
PAST TOP PICK
March 22, 2019
(A Top Pick Apr 30/18, Up 103%) Doesn't act like a gold stock. Took profits. Fantastically well run. Owns Franco-Nevada now.
(A Top Pick Apr 30/18, Up 103%) Doesn't act like a gold stock. Took profits. Fantastically well run. Owns Franco-Nevada now.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$45.460
Owned
No
TOP PICK
TOP PICK
March 15, 2019
This has been the best performer in the portfolio. He has taken some money off the table. He expects it to continue to move. Good reserves and good production. A solid name. Yield = 0.35% (Analysts’ price target is $51.22)
This has been the best performer in the portfolio. He has taken some money off the table. He expects it to continue to move. Good reserves and good production. A solid name. Yield = 0.35% (Analysts’ price target is $51.22)
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$44.590
Owned
Yes
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