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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Jaime Carrasco Latest Top Picks...

Stock Opinions by Jaime Carrasco - Stockchase Experts

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COMMENT
General Market Comment 

March 15, 2019

He has taken a contrarian approach on the market. You can't solve problems with more debts. The strategies he has taken is starting to yield some nice returns. The stock picking is working. Central banks are stuck between a rock and a hard spot. As debt rises, he believes gold and gold producers are the place to be. He likes the gold producers. This is a massive opportunity. Need to position yourself as debt levels rise.
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He has taken a contrarian approach on the market. You can't solve problems with more debts. The strategies he has taken is starting to yield some nice returns. The stock picking is working. Central banks are stuck between a rock and a hard spot. As debt rises, he believes gold and gold producers are the place to be. He likes the gold producers. This is a massive opportunity. Need to position yourself as debt levels rise.
Unknown
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$0.000
Owned Owned
Unknown

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BUY
Keyera Corp(KEY-T) 

March 15, 2019

He likes this and the dividend is sustainable. He has been shying away from the energy sector. If you are looking for cash flow, probably not too bad. He is concerned with Canadian energy. Probably some upside to this name, and currently a good entry point. Has a $38 target.
oil/gas
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He likes this and the dividend is sustainable. He has been shying away from the energy sector. If you are looking for cash flow, probably not too bad. He is concerned with Canadian energy. Probably some upside to this name, and currently a good entry point. Has a $38 target.
oil/gas
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$32.500
Owned Owned
No

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DON'T BUY
SPDR Gold ETF(GLD-N) 

March 15, 2019

Bullion exposure? He sees gold as money. He owns gold. The speculation will come from the producers. He buys Sprott and stays away from GLD. These are long term strategies.
investment companies/funds
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Bullion exposure? He sees gold as money. He owns gold. The speculation will come from the producers. He buys Sprott and stays away from GLD. These are long term strategies.
investment companies/funds
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$122.970
Owned Owned
No

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COMMENT
Capital Power(CPX-T) 

March 15, 2019

Dividend is ok. He does not follow this name.
electrical utilities
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Dividend is ok. He does not follow this name.
electrical utilities
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$32.270
Owned Owned
No

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DON'T BUY
Fairfax Financial(FFH-T) 

March 15, 2019

Prem Watsa can do not wrong. This has been built on the backs of the financial sector over the years. However, he owns Fairfax India. As a long term strategy he prefers Fairfax India. Currency wise, anything in Asia should do well. Growth potential in Asian financials should be exponential over the next few years. Better growth market with the India play.
insurance
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Prem Watsa can do not wrong. This has been built on the backs of the financial sector over the years. However, he owns Fairfax India. As a long term strategy he prefers Fairfax India. Currency wise, anything in Asia should do well. Growth potential in Asian financials should be exponential over the next few years. Better growth market with the India play.
insurance
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$609.040
Owned Owned
No

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COMMENT
General Market Comment 

March 15, 2019

Outlook on owning silver He would allocate about 2-3 % of portfolio to silver. A number of good companies out there that will have massive leverage. Silver is looking to have a massive break. Will be better rewarded by owning the producers versus silver itself.
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Outlook on owning silver He would allocate about 2-3 % of portfolio to silver. A number of good companies out there that will have massive leverage. Silver is looking to have a massive break. Will be better rewarded by owning the producers versus silver itself.
Unknown
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$0.000
Owned Owned
Unknown

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BUY on WEAKNESS
The dividend is sustainable. He has it as a 2% allocation within his energy portfolio. They benefit from operating outside of North America.
oil/gas
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The dividend is sustainable. He has it as a 2% allocation within his energy portfolio. They benefit from operating outside of North America.
oil/gas
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$33.220
Owned Owned
Yes

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WAIT
TransCanada Corp(TRP-T) 

March 15, 2019

He likes pipelines and utility companies. TRP is a little more diversified and will benefit longer term. He thinks there are better buying opportunities in this name by waiting. There is no national strategy of pipelines, however this may happen when prices start rising.
oil/gas pipelines
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He likes pipelines and utility companies. TRP is a little more diversified and will benefit longer term. He thinks there are better buying opportunities in this name by waiting. There is no national strategy of pipelines, however this may happen when prices start rising.
oil/gas pipelines
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$60.200
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Jun 22/18, Down 31%) He still likes this. This is beautiful technology. They are actually a miner. His strategy is to have this at 2.5% of his portfolio, so has continually added as the price has come down. He has not lost faith in this, just thinks it is early.
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(A Top Pick Jun 22/18, Down 31%) He still likes this. This is beautiful technology. They are actually a miner. His strategy is to have this at 2.5% of his portfolio, so has continually added as the price has come down. He has not lost faith in this, just thinks it is early.
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$0.510
Owned Owned
Yes

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PAST TOP PICK
Agnico-Eagle Mines(AEM-T) 

March 15, 2019

(A Top Pick Jun 22/18, Down 0.1%) This have been a frequent top pick. Management has performed very well. This company will be completely self sufficient by 2022. Dividend has been increasing. Cost of production is about C$650. This will continue to deliver. It is followed by a lot of institutions, and they have sold off their precious metal positions of the portfolios.
precious metals
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(A Top Pick Jun 22/18, Down 0.1%) This have been a frequent top pick. Management has performed very well. This company will be completely self sufficient by 2022. Dividend has been increasing. Cost of production is about C$650. This will continue to deliver. It is followed by a lot of institutions, and they have sold off their precious metal positions of the portfolios.
precious metals
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$58.460
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Jun 22/18, Up 57%) The Chinese and Russians have stopped selling us palladium and so now we have a problem. Palladium pricing has gone from $800 last August to $1500 today.
precious metals
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(A Top Pick Jun 22/18, Up 57%) The Chinese and Russians have stopped selling us palladium and so now we have a problem. Palladium pricing has gone from $800 last August to $1500 today.
precious metals
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$17.510
Owned Owned
Yes

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BUY
Iamgold Corp(IMG-T) 

March 15, 2019

He is looking at it and he has it as a buy. It has good management. They have been lagging the other producers and this is why he is looking at it. He has a target of $8.50. He has to sell something in his portfolio before he can purchase IMG.
precious metals
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He is looking at it and he has it as a buy. It has good management. They have been lagging the other producers and this is why he is looking at it. He has a target of $8.50. He has to sell something in his portfolio before he can purchase IMG.
precious metals
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$4.730
Owned Owned
No

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COMMENT
He has been holding this. If you are holding it for the upside of gold and silver, it is a good place to be. If you are holding it as a cash component, it is a good place to be. If you wanted the speculation, he would be looking at good quality companies to get the further upside.
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He has been holding this. If you are holding it for the upside of gold and silver, it is a good place to be. If you are holding it as a cash component, it is a good place to be. If you wanted the speculation, he would be looking at good quality companies to get the further upside.
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$0.000
Owned Owned
Yes

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WAIT
Argonaut Gold(AR-T) 

March 15, 2019

This is a good quality company. Good reserves, low cost producer. He would have to sell something in his portfolio in order to buy this name. They are just starting production. He wants to own the companies that are already producing and can acquire other companies. Earnings still have to kick in on this name before he owns it.
Mining
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This is a good quality company. Good reserves, low cost producer. He would have to sell something in his portfolio in order to buy this name. They are just starting production. He wants to own the companies that are already producing and can acquire other companies. Earnings still have to kick in on this name before he owns it.
Mining
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$1.690
Owned Owned
No

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BUY
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.
precious metals
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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.
precious metals
0 0 0 0 0
0 comments
Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$17.390
Owned Owned
No

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