Stock Opinions by Jaime Carrasco

Stock Opinions by Jaime Carrasco - Stockchase Experts

Signal	Opinion	Expert	Chart
COMMENT	General Market Comment October 30, 2018 Extreme caution in this market? Yes. The way things are shaping up, we’re seeing a monetary shift. We can’t borrow any more. 1930s provides a great parallel to what’s going on now. US election is important. The Republicans will win and consolidate Trump’s power. He needs to devalue the US dollar to make America great. The king in the chess game is gold, as it’s the ultimate form of money when currencies stop working. As soon as rates went over 3.20%, saw market volatility. After November elections, we’ll have greater direction. 0 0 0 0 0 0 comments	Extreme caution in this market? Yes. The way things are shaping up, we’re seeing a monetary shift. We can’t borrow any more. 1930s provides a great parallel to what’s going on now. US election is important. The Republicans will win and consolidate Trump’s power. He needs to devalue the US dollar to make America great. The king in the chess game is gold, as it’s the ultimate form of money when currencies stop working. As soon as rates went over 3.20%, saw market volatility. After November elections, we’ll have greater direction. Unknown 0 0 0 0 0 0 comments Jaime Carrasco Portfolio , Canaccord Genuity... Price $0.020 Owned Unknown	Sign up or Log in to enjoy full view of charts.

COMMENT	General Market Comment October 30, 2018 Market environment similar to 1930s? We’re in a credit cycle. Since 2000, we’ve had internet and housing bubbles. Fed is continuing to pull money out of the system. When the mechanics stop working, we’re going to get a reversal. The credit analysts are calling for caution because debt is the elephant in the room. 0 0 0 0 0 0 comments	Market environment similar to 1930s? We’re in a credit cycle. Since 2000, we’ve had internet and housing bubbles. Fed is continuing to pull money out of the system. When the mechanics stop working, we’re going to get a reversal. The credit analysts are calling for caution because debt is the elephant in the room. Unknown 0 0 0 0 0 0 comments Jaime Carrasco Portfolio , Canaccord Genuity... Price $0.020 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY	Yamana Gold Inc.(YRI-T) October 30, 2018 Keeps looking at it. He focuses on good management, low cost of production, good reserves on the ground, and geo-politically stable. It’s getting to point of generating free cash flow. Great job of putting things together. precious metals 0 0 0 0 0 0 comments	Keeps looking at it. He focuses on good management, low cost of production, good reserves on the ground, and geo-politically stable. It’s getting to point of generating free cash flow. Great job of putting things together. precious metals 0 0 0 0 0 0 comments Jaime Carrasco Portfolio , Canaccord Genuity... Price $3.090 Owned No	Sign up or Log in to enjoy full view of charts.
DON'T BUY	New Gold Inc.(NGD-T) October 30, 2018 Guidance maintained, but concerns about mixed results. Would tend to stay away or switch out to something else. But if you’ve owned it for a while, looks like it might come around and have quite a bit of leverage. precious metals 0 0 0 0 0 0 comments	Guidance maintained, but concerns about mixed results. Would tend to stay away or switch out to something else. But if you’ve owned it for a while, looks like it might come around and have quite a bit of leverage. precious metals 0 0 0 0 0 0 comments Jaime Carrasco Portfolio , Canaccord Genuity... Price $1.100 Owned No	Sign up or Log in to enjoy full view of charts.
BUY	Vermilion Energy Inc(VET-T) October 30, 2018 Has owned for quite a while. Has been underweight Canadian energy. Likes to own foreign energy companies and VET is really a foreign company, mostly in Europe, getting Brent prices. Dividend of 8% is safe, as part of his cash flow strategy. Sees upside of $55. oil/gas 0 0 0 0 0 0 comments	Has owned for quite a while. Has been underweight Canadian energy. Likes to own foreign energy companies and VET is really a foreign company, mostly in Europe, getting Brent prices. Dividend of 8% is safe, as part of his cash flow strategy. Sees upside of $55. oil/gas 0 0 0 0 0 0 comments Jaime Carrasco Portfolio , Canaccord Genuity... Price $34.520 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY	Enbridge(ENB-T) October 30, 2018 Buy or stay away? Likes the pipelines for the dividend and they’re monopolies. Pension funds are starting to get nervous and raise cash. With the selling, the dividend yield goes up. At some point, he’ll start adding. When cheap money dries up, fracking will reduce, and this will benefit Canadian energy. oil/gas pipelines 0 0 0 0 0 0 comments	Buy or stay away? Likes the pipelines for the dividend and they’re monopolies. Pension funds are starting to get nervous and raise cash. With the selling, the dividend yield goes up. At some point, he’ll start adding. When cheap money dries up, fracking will reduce, and this will benefit Canadian energy. oil/gas pipelines 0 0 0 0 0 0 comments Jaime Carrasco Portfolio , Canaccord Genuity... Price $40.030 Owned Yes	Sign up or Log in to enjoy full view of charts.
SPECULATIVE BUY	Pretium Resources(PVG-T) October 30, 2018 Owns just a bit. Cash balance continues to grow significantly. Continue to build production. Likes it because they have reserves on the ground. Patience will be rewarded because of the resulting leverage. Mining 0 0 0 0 0 0 comments	Owns just a bit. Cash balance continues to grow significantly. Continue to build production. Likes it because they have reserves on the ground. Patience will be rewarded because of the resulting leverage. Mining 0 0 0 0 0 0 comments Jaime Carrasco Portfolio , Canaccord Genuity... Price $10.600 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Iamgold Corp(IMG-T) October 30, 2018 (A Top Pick Aug 14/18, Down 23%) Downside reflects volatility in the sector. Growth pipeline will do extremely well. Price will go up, so you might as well own now. Comfortable with management. Growth of production continues, costs of production are under control. precious metals 0 0 0 0 0 0 comments	(A Top Pick Aug 14/18, Down 23%) Downside reflects volatility in the sector. Growth pipeline will do extremely well. Price will go up, so you might as well own now. Comfortable with management. Growth of production continues, costs of production are under control. precious metals 0 0 0 0 0 0 comments Jaime Carrasco Portfolio , Canaccord Genuity... Price $4.620 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Barkerville Gold Mines(BGM-X) October 30, 2018 (A Top Pick Aug 14/18, Up 13%) Well managed. A play in BC. Keep finding very high grade gold. precious metals 0 0 0 0 0 0 comments	(A Top Pick Aug 14/18, Up 13%) Well managed. A play in BC. Keep finding very high grade gold. precious metals 0 0 0 0 0 0 comments Jaime Carrasco Portfolio , Canaccord Genuity... Price $0.430 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Dream Global REIT(DRG.UN-T) October 30, 2018 (A Top Pick Aug 14/18, Down 5%) One of his income plays. It’s in Europe, so cash generation outside of Canada will be beneficial. Most assets are in Germany, which gives cash flow safety. Yield is 5.9%. REAL ESTATE 0 0 0 0 0 0 comments	(A Top Pick Aug 14/18, Down 5%) One of his income plays. It’s in Europe, so cash generation outside of Canada will be beneficial. Most assets are in Germany, which gives cash flow safety. Yield is 5.9%. REAL ESTATE 0 0 0 0 0 0 comments Jaime Carrasco Portfolio , Canaccord Genuity... Price $13.520 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY	Franco-Nevada Corp.(FNV-T) October 30, 2018 Massive disconnect as to true value of gold. One of the most solid names you can own. Don’t be concerned with the price, because you’re buying insurance. Most conservative of the sector. It’s gold, oil, and other assets. At this price, it’s a gift. One of the few precious metals companies with a dividend. 10-20% of investable assets should be in solid precious metals, and he would recommend this name. precious metals 0 0 0 0 0 0 comments	Massive disconnect as to true value of gold. One of the most solid names you can own. Don’t be concerned with the price, because you’re buying insurance. Most conservative of the sector. It’s gold, oil, and other assets. At this price, it’s a gift. One of the few precious metals companies with a dividend. 10-20% of investable assets should be in solid precious metals, and he would recommend this name. precious metals 0 0 0 0 0 0 comments Jaime Carrasco Portfolio , Canaccord Genuity... Price $82.070 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY	Capital Power(CPX-T) October 30, 2018 Looks at it once in a while. Stock’s held up nicely in last little while. Dividend is there, and as investment firms raise cash, provides an opportunity. Cash flow should be maintained. An inflation hedge. Inflation gets passed on to end user, so cash flow is secure. electrical utilities 0 0 0 0 0 0 comments	Looks at it once in a while. Stock’s held up nicely in last little while. Dividend is there, and as investment firms raise cash, provides an opportunity. Cash flow should be maintained. An inflation hedge. Inflation gets passed on to end user, so cash flow is secure. electrical utilities 0 0 0 0 0 0 comments Jaime Carrasco Portfolio , Canaccord Genuity... Price $26.930 Owned No	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Eldorado Gold(ELD-T) October 30, 2018 Forego for now, based on the chart. Go to something with better financials and sustainability. precious metals 0 0 0 0 0 0 comments	Forego for now, based on the chart. Go to something with better financials and sustainability. precious metals 0 0 0 0 0 0 comments Jaime Carrasco Portfolio , Canaccord Genuity... Price $0.910 Owned No	Sign up or Log in to enjoy full view of charts.
COMMENT	General Market Comment October 30, 2018 Have REITs seen the worst with rising rates? No. His strategy is to underweight the sectors he owns, and have cash set aside for worse times ahead. Has more foreign REITs, expecting greater yields going forward. Wants to wait and see how rising interest rates will affect them. Rental REITs will benefit. 0 0 0 0 0 0 comments	Have REITs seen the worst with rising rates? No. His strategy is to underweight the sectors he owns, and have cash set aside for worse times ahead. Has more foreign REITs, expecting greater yields going forward. Wants to wait and see how rising interest rates will affect them. Rental REITs will benefit. Unknown 0 0 0 0 0 0 comments Jaime Carrasco Portfolio , Canaccord Genuity... Price $0.020 Owned Unknown	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Financial 15 Split Corp(FTN-T) October 30, 2018 Would be concerned about the payout. Seeing a devaluation. He thinks the market’s already turned, but you see it in the financials first because of rising interest rates. The derivatives are the problem, especially with Deutsche Bank with lots of exposure to Italy and Turkey. Financial Services 0 0 0 0 0 0 comments	Would be concerned about the payout. Seeing a devaluation. He thinks the market’s already turned, but you see it in the financials first because of rising interest rates. The derivatives are the problem, especially with Deutsche Bank with lots of exposure to Italy and Turkey. Financial Services 0 0 0 0 0 0 comments Jaime Carrasco Portfolio , Canaccord Genuity... Price $7.930 Owned Unknown	Sign up or Log in to enjoy full view of charts.

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Stock Opinions by Jaime Carrasco - Stockchase Experts