Pan American Silver

PAAS-T

TSE:PAAS

21.51
2.13 (9.01%)
Pan American Silver Corporation is a mining company in Canada. The company has mines and other projects in the United States, Mexico, Peru, Bolivia and Argentina.
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Analysis and Opinions about PAAS-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
March 4, 2020

Has recommended it before. Even though it's doubled, it still holds value because of a new discovery in a Mexican silver mine. It's the second-biggest silver miner in the world. If they can re-open a Guatemalan mine, it would double their production. They're raising their dividend. (Analysts’ price target is $34.54)

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Has recommended it before. Even though it's doubled, it still holds value because of a new discovery in a Mexican silver mine. It's the second-biggest silver miner in the world. If they can re-open a Guatemalan mine, it would double their production. They're raising their dividend. (Analysts’ price target is $34.54)

COMMENT
COMMENT
January 31, 2020
BTO vs PAAS? You can do well in both. He likes the growth with PAAS silver production. Silver prices should do well relative to gold. He would favour PAAS. BTO may be looking to issue shares and this could be viewed as dilutive.
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BTO vs PAAS? You can do well in both. He likes the growth with PAAS silver production. Silver prices should do well relative to gold. He would favour PAAS. BTO may be looking to issue shares and this could be viewed as dilutive.
COMMENT
COMMENT
November 20, 2019
A great company, but he'd rather own First Majestic. He prefers silver to gold. If you own this, that's fine, but FM will offer more upside.
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A great company, but he'd rather own First Majestic. He prefers silver to gold. If you own this, that's fine, but FM will offer more upside.
BUY
BUY
March 15, 2019
It is a buy for him but does not own it. This is a large company that has survived by selling assets. He would rather be with companies that are acquiring assets. He has a $21 target on this name.
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It is a buy for him but does not own it. This is a large company that has survived by selling assets. He would rather be with companies that are acquiring assets. He has a $21 target on this name.
DON'T BUY
DON'T BUY
January 9, 2019
They have had everything go wrong that could. Losing the social license in Guatemala for their silver mine and other issues. Pan American has come in being very opportunistic to give a relatively low-ball bid. There may be some value opportunities going forward, but he would prefer to not have to wait to see that develop. He sees better opportunities.
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They have had everything go wrong that could. Losing the social license in Guatemala for their silver mine and other issues. Pan American has come in being very opportunistic to give a relatively low-ball bid. There may be some value opportunities going forward, but he would prefer to not have to wait to see that develop. He sees better opportunities.
COMMENT
COMMENT
May 22, 2018

The silver sector has not done as well as the other commodities. It was more interesting a few years ago. Pan American Silver was on his watchlist a few years ago but he is not following it now.

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The silver sector has not done as well as the other commodities. It was more interesting a few years ago. Pan American Silver was on his watchlist a few years ago but he is not following it now.

BUY
BUY
May 12, 2016

(Market Call Minute.) Thinks this is going higher.

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(Market Call Minute.) Thinks this is going higher.

COMMENT
COMMENT
February 12, 2016

Silver stocks do very well, normally from around the middle of December right through until the end of February. As you get to the end of February, it’s going to be an opportunity to take some really good seasonal profits.

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Silver stocks do very well, normally from around the middle of December right through until the end of February. As you get to the end of February, it’s going to be an opportunity to take some really good seasonal profits.

COMMENT
COMMENT
August 12, 2015

Superior management with good assets. They have a limited growth profile unless they can sort out problems in Argentina.

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Superior management with good assets. They have a limited growth profile unless they can sort out problems in Argentina.

COMMENT
COMMENT
August 4, 2015

Likes silver at these prices, so the question is, what would be a good silver company to pick up. He does almost all of his buying at the end of the year, so he won’t be looking at this now. The name has a lot going for it. Pretty clean in terms of the financial statements. If silver goes up this can do better. The all-in price that they mine at is pretty reasonable. This has quite a bit of potential and has good properties.

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Likes silver at these prices, so the question is, what would be a good silver company to pick up. He does almost all of his buying at the end of the year, so he won’t be looking at this now. The name has a lot going for it. Pretty clean in terms of the financial statements. If silver goes up this can do better. The all-in price that they mine at is pretty reasonable. This has quite a bit of potential and has good properties.

COMMENT
COMMENT
June 8, 2015

Buy and Hope is not a good investment strategy. He predicts sideways moves at best. You want to buy at lows and get out at highs. The company is fine, however. He likes GLD-T for gold exposure.

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Buy and Hope is not a good investment strategy. He predicts sideways moves at best. You want to buy at lows and get out at highs. The company is fine, however. He likes GLD-T for gold exposure.

COMMENT
COMMENT
March 6, 2015

With silver, you have to be patient. The key matrix that he looks at is cost of production, and theirs is low. His favourite is Silver Standard (SSO-T).

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With silver, you have to be patient. The key matrix that he looks at is cost of production, and theirs is low. His favourite is Silver Standard (SSO-T).

HOLD
HOLD
March 5, 2015

This is a pretty volatile stock. The one thing it has going forward are the 2 bottoms that are showing on the chart. He thinks we are going to see a little bit of floor coming, so it could probably come down a bit further, maybe in the high $10-$10.50 range.

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This is a pretty volatile stock. The one thing it has going forward are the 2 bottoms that are showing on the chart. He thinks we are going to see a little bit of floor coming, so it could probably come down a bit further, maybe in the high $10-$10.50 range.

PAST TOP PICK
PAST TOP PICK
August 5, 2014

(A Top Pick Sept 17/13. Up 41.63%.) Pays a wonderful dividend. Doesn’t have a lot of growth, which is one of its knocks. There are a couple of catalysts that could propel it. Everybody hates Argentina, and they have the Navidad asset there, one of the world’s largest undeveloped silver projects. 3.5% dividend.

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(A Top Pick Sept 17/13. Up 41.63%.) Pays a wonderful dividend. Doesn’t have a lot of growth, which is one of its knocks. There are a couple of catalysts that could propel it. Everybody hates Argentina, and they have the Navidad asset there, one of the world’s largest undeveloped silver projects. 3.5% dividend.

BUY
BUY
July 11, 2014

Seasonality in silver is very similar to gold. The 1st period of seasonal strength is just starting right now. Chart indicates that it has recently established an upward trend and broke above a key resistance level. Outperforming the market, and is above its 20 day moving average. Good opportunity to be a buyer of this.

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Seasonality in silver is very similar to gold. The 1st period of seasonal strength is just starting right now. Chart indicates that it has recently established an upward trend and broke above a key resistance level. Outperforming the market, and is above its 20 day moving average. Good opportunity to be a buyer of this.

PAST TOP PICK
PAST TOP PICK
March 25, 2014

(A Top Pick March 4/13. Down 3.54%.) Pays a 5% dividend yield. Fairly stable management. Have a property in Argentina that all the analysts gave a zero in terms of valuation because of what is going on in Argentina. One day, Argentina will open up for business again. Still likes.

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(A Top Pick March 4/13. Down 3.54%.) Pays a 5% dividend yield. Fairly stable management. Have a property in Argentina that all the analysts gave a zero in terms of valuation because of what is going on in Argentina. One day, Argentina will open up for business again. Still likes.

TOP PICK
TOP PICK
December 11, 2013

Nice solid balance sheet with about $380 million net cash. One of the largest silver producers with about 25,000,000 ounces a year. Not much growth in the short term, but they do have a project Navidad in Argentina, one of the world’s largest undeveloped silver mines. Unfortunately, Argentina is not a place you want to build but it sounds like winds of change may be coming. Yield of 4.46%.

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Nice solid balance sheet with about $380 million net cash. One of the largest silver producers with about 25,000,000 ounces a year. Not much growth in the short term, but they do have a project Navidad in Argentina, one of the world’s largest undeveloped silver mines. Unfortunately, Argentina is not a place you want to build but it sounds like winds of change may be coming. Yield of 4.46%.

TOP PICK
TOP PICK
September 17, 2013

Lot of cash on the books. One of the largest primary silver producers. You get 4.5% dividend. He loves getting paid to wait for the market to turn around. Geographically diversified. Brought down costs and when silver price goes up, this will do well.

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Pan American Silver (PAAS-T)
September 17, 2013

Lot of cash on the books. One of the largest primary silver producers. You get 4.5% dividend. He loves getting paid to wait for the market to turn around. Geographically diversified. Brought down costs and when silver price goes up, this will do well.

TOP PICK
TOP PICK
March 4, 2013

Dozen projects, nice diversification. Lots of cash on the balance sheet. Last week they increased dividend to north of 3%.

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Dozen projects, nice diversification. Lots of cash on the balance sheet. Last week they increased dividend to north of 3%.

DON'T BUY
DON'T BUY
July 11, 2012
Likes the pure gold rather than the silver companies. It is an economic metal as well as a monetary metal. Historically, once we enter a bull market for gold and gold equities, silver will lag in the early stages and then catch on near the end. This is a little early in the cycle.
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Likes the pure gold rather than the silver companies. It is an economic metal as well as a monetary metal. Historically, once we enter a bull market for gold and gold equities, silver will lag in the early stages and then catch on near the end. This is a little early in the cycle.
DON'T BUY
DON'T BUY
February 22, 2012
Stock came off when they announced the acquisition of Mine Finders. Great balance sheet. Drawback is their massive mine in Argentina, which is a company maker. If they bring this online, it will be very substantial production. The drawback is that costs in Argentina are spiralling and completely out of control. Also, Argentina has been known to have political and financial problems.
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Stock came off when they announced the acquisition of Mine Finders. Great balance sheet. Drawback is their massive mine in Argentina, which is a company maker. If they bring this online, it will be very substantial production. The drawback is that costs in Argentina are spiralling and completely out of control. Also, Argentina has been known to have political and financial problems.
DON'T BUY
DON'T BUY
November 15, 2011
We are at a stop level here. If it would probably go down to $25 range if it continues down, or up to $30 if it turns around. Would prefer silver bullion to this stock or some better names.
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We are at a stop level here. If it would probably go down to $25 range if it continues down, or up to $30 if it turns around. Would prefer silver bullion to this stock or some better names.
HOLD
HOLD
April 19, 2011
Silver stocks are dropping but the commodity keeps going up. People are getting more concerned with mining input costs. The disparity has been overdone to some extent.
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Silver stocks are dropping but the commodity keeps going up. People are getting more concerned with mining input costs. The disparity has been overdone to some extent.
BUY
BUY
February 17, 2011
Bullish on silver. One of the key reasons why base metals are going up is the sovereign debt issues and the printing of money both in the US and Europe. Good entry point. Stock had a correction and has formed a nice base.
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Bullish on silver. One of the key reasons why base metals are going up is the sovereign debt issues and the printing of money both in the US and Europe. Good entry point. Stock had a correction and has formed a nice base.
BUY
BUY
February 17, 2010
(Market Call Minute) If you like silver, it’s a play on silver so he would buy it.
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(Market Call Minute) If you like silver, it’s a play on silver so he would buy it.
DON'T BUY
DON'T BUY
August 18, 2009
Silver is going to be an under performer to gold.
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Silver is going to be an under performer to gold.
COMMENT
COMMENT
February 25, 2009
Large and liquid so you can get in and out easily. Trouble with playing silver stocks is that sometimes they trade like silver but other times they trade like stocks. In the latter case, they could be going down while silver prices are rising.
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Large and liquid so you can get in and out easily. Trouble with playing silver stocks is that sometimes they trade like silver but other times they trade like stocks. In the latter case, they could be going down while silver prices are rising.
BUY
BUY
August 28, 2008
This is one of the “go to” stocks. It's always expensive because it is a “go to” stock. It has wonderful sponsorship. If the silver price does what he believes it will do this one will participate on the upside.
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This is one of the “go to” stocks. It's always expensive because it is a “go to” stock. It has wonderful sponsorship. If the silver price does what he believes it will do this one will participate on the upside.
BUY
BUY
March 17, 2008
Likes silver more then gold. Huge physical shortage of silver. Had the breakout over the last couple of weeks. He mentions Pan am silver,Silver Wheaton and Bear Creek. He likes Pan American best.
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Likes silver more then gold. Huge physical shortage of silver. Had the breakout over the last couple of weeks. He mentions Pan am silver,Silver Wheaton and Bear Creek. He likes Pan American best.
DON'T BUY
DON'T BUY
November 1, 2007
The model price is $30.52. It's above its model price by about 3% or 4%.
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The model price is $30.52. It's above its model price by about 3% or 4%.
BUY
BUY
August 22, 2007
The model price is $29.90, a 28% positive differential. Had a good spike down.
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The model price is $29.90, a 28% positive differential. Had a good spike down.
DON'T BUY
DON'T BUY
July 3, 2007
More bearish on silver than the rest of the street. There is a decline in the industrial use of this commodity.
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More bearish on silver than the rest of the street. There is a decline in the industrial use of this commodity.
DON'T BUY
DON'T BUY
May 28, 2007
Short term is quite negative. Ranks very poorly on his quant screens. Has had significant negative earnings surprises.
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Short term is quite negative. Ranks very poorly on his quant screens. Has had significant negative earnings surprises.
DON'T BUY
Not mispriced.
BUY
BUY
March 22, 2007
Demand for silver and gold is increasing with foreign economies becoming more wealthy.
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Demand for silver and gold is increasing with foreign economies becoming more wealthy.
HOLD
HOLD
December 15, 2006
Hit its high that it had hit earlier in the year. If a short-term trader, you would be out now and not buy back until it broke through on volume. For the long-term trader, you are in a volatile uptrend, but you don’t want to get out yet..
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Hit its high that it had hit earlier in the year. If a short-term trader, you would be out now and not buy back until it broke through on volume. For the long-term trader, you are in a volatile uptrend, but you don’t want to get out yet..
BUY
BUY
December 7, 2006
Well run company. Good properties. Silver is playing catch up to gold. Likes silver.
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Well run company. Good properties. Silver is playing catch up to gold. Likes silver.
BUY
BUY
July 31, 2006
Feels that the gold/silver ratio will trade within a reasonable band so there will be upside with the silver price. Stock dropped because it was overvalued because of a lack of silver companies. This should now participate with the silver prices.
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Feels that the gold/silver ratio will trade within a reasonable band so there will be upside with the silver price. Stock dropped because it was overvalued because of a lack of silver companies. This should now participate with the silver prices.
DON'T BUY
DON'T BUY
May 24, 2006
Bolivia government just nationalised natural gas and made noises that all natural resources assets should belong to the Bolivian people. This is why the stock dropped.
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Bolivia government just nationalised natural gas and made noises that all natural resources assets should belong to the Bolivian people. This is why the stock dropped.
BUY
BUY
May 3, 2006
If you like gold, you should like silver. One of the best run companies. There is a new silver ETF (SLV-A) which will create more interest in the commodity.
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If you like gold, you should like silver. One of the best run companies. There is a new silver ETF (SLV-A) which will create more interest in the commodity.
VAGUE
VAGUE
March 14, 2006
Pan Am Silver is a silver company. It has one of the largest quantities of silver on a reserve basis. Silver tends to follow the price of gold and oil.
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