Stock Opinions by Jaime Carrasco - Stockchase Experts
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Jaime Carrasco @

On Stockchase since : Jul 2008

Portfolio Manager at Canaccord Genuity

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Stock Opinions by Jaime Carrasco - Stockchase Experts

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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.
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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
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$0.020
Owned Owned
Unknown

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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.
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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
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$0.020
Owned Owned
Unknown

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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
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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
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$3.090
Owned Owned
No

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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
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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
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$1.100
Owned Owned
No

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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
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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
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$34.520
Owned Owned
Yes

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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
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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
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$40.030
Owned Owned
Yes

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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
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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
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$10.600
Owned Owned
Yes

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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
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(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
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$4.620
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Aug 14/18, Up 13%) Well managed. A play in BC. Keep finding very high grade gold.
precious metals
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(A Top Pick Aug 14/18, Up 13%) Well managed. A play in BC. Keep finding very high grade gold.
precious metals
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$0.430
Owned Owned
Yes

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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
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(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
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$13.520
Owned Owned
Yes

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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
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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
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$82.070
Owned Owned
Yes

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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
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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
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$26.930
Owned Owned
No

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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
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Forego for now, based on the chart. Go to something with better financials and sustainability.
precious metals
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$0.910
Owned Owned
No

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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.
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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
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$0.020
Owned Owned
Unknown

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DON'T BUY
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
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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 Price
$7.930
Owned Owned
Unknown

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