Dennis da Silva

Gold is pushing to new highs today, above $2,100. Gold has been resilient against higher interest rates and a strong stock market. This upswing, if gold hits $2,300, will give gold stocks a much-needed shot in the arm after slumping the past 18 months. Gold and mining stocks have earnings growth on par with tech stocks.

They've been shooting the lights out lately. He's very bullish energy stock. He picked up quality names like this and Cenovus when oil fell below $70. WCS prices will narrow the gap with WTI when the Transmountain pipeline kicks into full gear in Q2.

A palladium-copper developer in northwestern Ontario. Rates of return are just below 30%. This will be hard to finance, though they scored funding from Export Development Canada. Can they get equity financing. That's the key question.

The new CEO is cleaning house. They have a dual mandate of being a royalty company and owning pieces of junior mining companies.  They finally cut themselves loose from Osisko Mining through a secondary offering, and will sell their stake in Osisko Development to become a pure royalty company. The market wants this. They have a great development pipeline, a strong balance sheet and financing.

He doesn't want to see any company hold such a large position (18%) in any mining project (Panama), no matter how good it is. But a royalty streamer is attractive and FNV performs well. Year to date, FNV is marginally down, despite Panama, and outperforming peers. He expects a resolution to the Panama setback.

They had problems building a new mine involving rushing it and not properly capitalizing it. He continues to hold it. Likes that they are re-capitalizing the mine and working out geological issues. They can re-start this mine and make it more profitable than their predecessor. The rising price of gold helps.

Turmoil here over concerns that their renewable diesel facility is working well or not. That's the key to this company. They are debt free. The CEO exited. He's in a wait and see mode, on pins and needles.

A top senior producer in Canada. Are making strides in the last year after years of safety and operation problems. Great managers and solid balance sheet. Their free cash flow payout will go to 100%. Dividend is growing by 5% and has grown for 30 years. They are the most consistent stock in this space and the premium PE is deserved. 

The energy transition from fossil to renewable takes time. That's the reality. There's plenty of lithium in the world, but how quickly can we get it to market? The market was surprised by how quickly brine mining in Chile. Also, people aren't buying EV's as quickly as the market expected. Lithium is close to the bottom, so the risk/reward looks good. He doesn't buy ETFs for his clients, but owns SQM and Albemarle.

The energy transition from fossil to renewable takes time. That's the reality. There's plenty of lithium in the world, but how quickly can we get it to market? The market was surprised by how quickly brine mining in Chile. Also, people aren't buying EV's as quickly as the market expected. Lithium is close to the bottom, so the risk/reward looks good. 

The energy transition from fossil to renewable takes time. That's the reality. There's plenty of lithium in the world, but how quickly can we get it to market? The market was surprised by how quickly brine mining in Chile. Also, people aren't buying EV's as quickly as the market expected. Lithium is close to the bottom, so the risk/reward looks good.

Can't comment on that, but would hold this for 5 years. It's an established name in Canadian energy, pays a sustainable dividend which has grown over 30 years. I less leveraged than peers CNQ, Cenovus and Meg. Is highly confident in ENB and owns many shares.

One of the best-performing Canadian energy stocks so far this year. An intermediate oil producer. Is always talk of it getting taken over by Suncor  or a U.S. company. It holds long-life, low-decline assets. He sees 25-30% upside.

Would've liked a better return. They're about to sell an asset which will reduce all debt and give them a few billion cash which will drive future growth. Their QB2 copper project continues to ramp up and will drive copper production up 50% by 2025. They're the copper champion of Canada.

He sold it when uranium broke $100/lb and shares surged. Uranium prices are now taking a breather and he hopes to get back into this in Q2. Are well-financed. They own $275 million of uranium they bought on the open market.