Jaime Carrasco
Member since: Jul '08
Portfolio Manager at
Canaccord Genuity
Canaccord Genuity
Reveal Expert Rating
1321 Opinions
Latest Top Picks
(A Top Pick Feb 21/20, Up 92%) Still holds it. They are building out a mine right now in Peru. This mine will be one of the most profitable silver mines in the world. It continues to be a top pick.
(A Top Pick Feb 21/20, Up 1%) Still in his portfolio. It has been lagging but for now, he is still adding when it drops below the set allocation. Rebalancing for the day when they either get taken out, take someone out, or it sees a good move.
(A Top Pick Feb 21/20, Up 0%) Was defensive. Still sitting around 30% cash or cash equivalent, including gold and bitcoin. He keeps it around 30% when he rebalances for his equity income portfolio. He is fully invested in his other portfolios now though.
An up-and-coming producer in Nicaragua. Currently trading at a great price.
A copper play. The price of copper is breaking out and it signals that currency devaluation is happening. Has not bought it yet but is looking to get in. (Analysts’ price target is $26.74)
Signal
Opinion
Expert
Chart
COMMENT
COMMENT
February 5, 2021
The real story is about the reset that everyone is talking about. We are 4 years late since Clinton would have participated if she were elected then. Those who hold gold control the system. This week, Swift announced they are signing up with the yuan to do trading on the system. This is a signal that the monetary reset is coming. The Chinese hold the most gold right now. The value of the money supply will be used to reset the system since we cannot pay for the current debt. He advises his clients to build positions in precious metals as a hedge.
Show full opinionHide full opinion
The real story is about the reset that everyone is talking about. We are 4 years late since Clinton would have participated if she were elected then. Those who hold gold control the system. This week, Swift announced they are signing up with the yuan to do trading on the system. This is a signal that the monetary reset is coming. The Chinese hold the most gold right now. The value of the money supply will be used to reset the system since we cannot pay for the current debt. He advises his clients to build positions in precious metals as a hedge.
COMMENT
COMMENT
February 5, 2021
Gold. Why is gold being manipulated? Because gold is being depressed, we are not questioned what is being done with the value of money. Looking at history, the net results of central bank policy has always been the same. They are losing control of the long term yield curve. Copper is breaking out because currencies are devaluing as well. There is a storm on the horizon.
Show full opinionHide full opinionGold. Why is gold being manipulated? Because gold is being depressed, we are not questioned what is being done with the value of money. Looking at history, the net results of central bank policy has always been the same. They are losing control of the long term yield curve. Copper is breaking out because currencies are devaluing as well. There is a storm on the horizon.
BUY
BUY
February 5, 2021
All projects like QMX, which have laid dormant for some years, are being activated again. These will be taken out and this is what is happening here. It will be taken out by Eldorado. There will be amalgamation in the sector so look at producers who have leverage and those who are re-activating.
precious metals
WATCH
WATCH
February 5, 2021
Copper is probably going higher. He is concentrating on silver right now, but copper will be next. CMMC is impressive with its assets. It is on his radar. The price is very high. There is leverage to the price as well. Look at cost, geopolitical risk, management and reserves on the ground for producers.
Show full opinionHide full opinionCopper is probably going higher. He is concentrating on silver right now, but copper will be next. CMMC is impressive with its assets. It is on his radar. The price is very high. There is leverage to the price as well. Look at cost, geopolitical risk, management and reserves on the ground for producers.
Mining
COMMENT
COMMENT
February 5, 2021
Recently upgraded the price target. A play on Newfoundland. Still bullish on it. (Analysts’ price target is $4.00)
Show full opinionHide full opinionRecently upgraded the price target. A play on Newfoundland. Still bullish on it. (Analysts’ price target is $4.00)
Mining
BUY WEAKNESS
BUY WEAKNESS
February 5, 2021
Has held it since 2015. He would keep this at a certain allocation and would add to it if it dips below your chosen percentage. If you buy a good asset, continue to add by maintaining asset allocation. He is buying it for the long term. The money that comes in with the upshot will return once trends move up again.
Show full opinionHide full opinionHas held it since 2015. He would keep this at a certain allocation and would add to it if it dips below your chosen percentage. If you buy a good asset, continue to add by maintaining asset allocation. He is buying it for the long term. The money that comes in with the upshot will return once trends move up again.
Golds
BUY
BUY
February 5, 2021
Haven't bought it yet but is watching it. Have it as a buy. A very diversified company and would look at the overall exposure. It is global with activities in Peru and Canada. It is positive on a long term basis. Would consider it. (Analysts’ price target is $12.00)
Show full opinionHide full opinionHaven't bought it yet but is watching it. Have it as a buy. A very diversified company and would look at the overall exposure. It is global with activities in Peru and Canada. It is positive on a long term basis. Would consider it. (Analysts’ price target is $12.00)
precious metals
PAST TOP PICK
PAST TOP PICK
February 5, 2021
(A Top Pick Feb 21/20, Up 92%) Still holds it. They are building out a mine right now in Peru. This mine will be one of the most profitable silver mines in the world. It continues to be a top pick.
Show full opinionHide full opinion(A Top Pick Feb 21/20, Up 92%) Still holds it. They are building out a mine right now in Peru. This mine will be one of the most profitable silver mines in the world. It continues to be a top pick.
precious metals
PAST TOP PICK
PAST TOP PICK
February 5, 2021
(A Top Pick Feb 21/20, Up 1%) Still in his portfolio. It has been lagging but for now, he is still adding when it drops below the set allocation. Rebalancing for the day when they either get taken out, take someone out, or it sees a good move.
Show full opinionHide full opinion(A Top Pick Feb 21/20, Up 1%) Still in his portfolio. It has been lagging but for now, he is still adding when it drops below the set allocation. Rebalancing for the day when they either get taken out, take someone out, or it sees a good move.
PAST TOP PICK
PAST TOP PICK
February 5, 2021
(A Top Pick Feb 21/20, Up 0%) Was defensive. Still sitting around 30% cash or cash equivalent, including gold and bitcoin. He keeps it around 30% when he rebalances for his equity income portfolio. He is fully invested in his other portfolios now though.
Show full opinionHide full opinion(A Top Pick Feb 21/20, Up 0%) Was defensive. Still sitting around 30% cash or cash equivalent, including gold and bitcoin. He keeps it around 30% when he rebalances for his equity income portfolio. He is fully invested in his other portfolios now though.
N/A
BUY
BUY
February 5, 2021
It is part of his equity income portfolio. The dividend is very attractive. He is waiting for good quality dividends with great rates. That's why he took a position in Exxon at 9%. With Enbridge, the dividend is around 7.2% which is quite rich. With the dividend tax credit, it is much more attractive than a bond.
It is part of his equity income portfolio. The dividend is very attractive. He is waiting for good quality dividends with great rates. That's why he took a position in Exxon at 9%. With Enbridge, the dividend is around 7.2% which is quite rich. With the dividend tax credit, it is much more attractive than a bond.
oil/gas pipelines
COMMENT
COMMENT
February 5, 2021
ETFs. You want to make sure ETFs own the underlying stocks and they are not futures contracts. If the institution that has issued these futures contracts disappear, the ETF has no value. Instead, he prefers to own stocks directly or ETFs that own their stocks. .
Show full opinionHide full opinionETFs. You want to make sure ETFs own the underlying stocks and they are not futures contracts. If the institution that has issued these futures contracts disappear, the ETF has no value. Instead, he prefers to own stocks directly or ETFs that own their stocks. .
BUY WEAKNESS
BUY WEAKNESS
February 5, 2021
Has it in his special opportunities portfolio. Their mine in progress in Peru is very interesting. He has raised his target to $6. A speculative buy. One of the largest undeveloped projects in the world. Continues to add when the allocation drops. Waiting for it to surf. (Analysts’ price target is $6.00)
Show full opinionHide full opinionHas it in his special opportunities portfolio. Their mine in progress in Peru is very interesting. He has raised his target to $6. A speculative buy. One of the largest undeveloped projects in the world. Continues to add when the allocation drops. Waiting for it to surf. (Analysts’ price target is $6.00)
precious metals
BUY WEAKNESS
BUY WEAKNESS
February 5, 2021
It is an example of a good company to buy and to sit tight on it. One of the ultimate vehicle to catch the wave. Management is doing a good job and it is a bargain right now. One of the best companies in the space.
Show full opinionHide full opinionIt is an example of a good company to buy and to sit tight on it. One of the ultimate vehicle to catch the wave. Management is doing a good job and it is a bargain right now. One of the best companies in the space.
precious metals
TOP PICK
TOP PICK
February 5, 2021
An up-and-coming producer in Nicaragua. Currently trading at a great price.
Show full opinionHide full opinionAn up-and-coming producer in Nicaragua. Currently trading at a great price.
Mining
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