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 

January 16, 2019

Investing in Ecuador? He has no problem with Ecuador; he owns Lundin which operates there. He likes the Americas. Mexico is TBD. Brazil, he doesn't know about the new leader but likes what he's doing in mining. The Americas are a good place to be including Ecuador.
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Investing in Ecuador? He has no problem with Ecuador; he owns Lundin which operates there. He likes the Americas. Mexico is TBD. Brazil, he doesn't know about the new leader but likes what he's doing in mining. The Americas are a good place to be including Ecuador.
Unknown
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$0.000
Owned Owned
Unknown

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COMMENT
Silver? Likes it. Others have better leverage, that he owns. He targets US$22. He doesn't like PAAS because it doesn't trade in Canada. Though not overweight, he prefers silver to gold which he feels will soon rise above $16.
precious metals
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Silver? Likes it. Others have better leverage, that he owns. He targets US$22. He doesn't like PAAS because it doesn't trade in Canada. Though not overweight, he prefers silver to gold which he feels will soon rise above $16.
precious metals
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$14.590
Owned Owned
No

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TOP PICK
He bought the IPO because it's run by people he likes. Solid people. They just did a capital raise in December. It's an early Silver Wheaton and they have been adding projects. The cash flow is already kicking in because three projects are already kicking in. Expect that flow to accelerate, plus capital appreciation.
Mining
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He bought the IPO because it's run by people he likes. Solid people. They just did a capital raise in December. It's an early Silver Wheaton and they have been adding projects. The cash flow is already kicking in because three projects are already kicking in. Expect that flow to accelerate, plus capital appreciation.
Mining
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$0.780
Owned Owned
Yes

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TOP PICK

He's heding his currency, because he expects the Canadian dollar will go down, so he wants cash flow outside the country to hedge this cash flow. He also wants to get rid of some of North American financials. Only 5% of home owners in India have insurance, so there's massive growth. He has faith in Prem Watsa. (Analysts’ price target is $16.75)

E.T.F.'s
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He's heding his currency, because he expects the Canadian dollar will go down, so he wants cash flow outside the country to hedge this cash flow. He also wants to get rid of some of North American financials. Only 5% of home owners in India have insurance, so there's massive growth. He has faith in Prem Watsa. (Analysts’ price target is $16.75)

E.T.F.'s
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$13.820
Owned Owned
Yes

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TOP PICK
CASH(CASH) 

January 16, 2019

Raise it and wait for better buying days. The market has had a massive drop and is now recovering. The US Fed doesn't know what it'll do. The next recession's coming, unavoidably. He can't say how many rate hikes will come in 2019. Things could slow down quickly. And follow gold.
N/A
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Raise it and wait for better buying days. The market has had a massive drop and is now recovering. The US Fed doesn't know what it'll do. The next recession's coming, unavoidably. He can't say how many rate hikes will come in 2019. Things could slow down quickly. And follow gold.
N/A
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$0.000
Owned Owned
Yes

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

January 16, 2019

(A Top Pick Oct 30/18, Up 11%) This become self-sufficient by 2021 and won't need to raise money for their future projects. A rare company in this space that's raising their dividend. Good management.

precious metals
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(A Top Pick Oct 30/18, Up 11%) This become self-sufficient by 2021 and won't need to raise money for their future projects. A rare company in this space that's raising their dividend. Good management.

precious metals
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$52.110
Owned Owned
Yes

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PAST TOP PICK
Altagas Ltd(ALA-T) 

January 16, 2019

(A Top Pick Oct 30/18, Down 16%) He will continue to buy this with a long-term horizon. They did cut their dividend, but he's comfortable with their guidance. A good cash-flow payer.
oil/gas
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(A Top Pick Oct 30/18, Down 16%) He will continue to buy this with a long-term horizon. They did cut their dividend, but he's comfortable with their guidance. A good cash-flow payer.
oil/gas
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$13.800
Owned Owned
Yes

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COMMENT
General Market Comment 

January 16, 2019

There's a lot of complacency now. The market has been driven by a debt expansion. We've seen massive instability since October. If the economy isn't as strong as they think it is (driven by debt in reality), then liquidity is a problem. Be cautious. Things can come down very quickly. Like the 1930's, we're seeing market volatility, political instability, debts that cannot be repaid and populist movements. This creates chaos. Trim back. He's bullish on gold, the traditional safe haven.

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There's a lot of complacency now. The market has been driven by a debt expansion. We've seen massive instability since October. If the economy isn't as strong as they think it is (driven by debt in reality), then liquidity is a problem. Be cautious. Things can come down very quickly. Like the 1930's, we're seeing market volatility, political instability, debts that cannot be repaid and populist movements. This creates chaos. Trim back. He's bullish on gold, the traditional safe haven.

Unknown
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$0.000
Owned Owned
Unknown

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BUY
Kirkland Lake Gold(KL-T) 

January 16, 2019

Loves it. A great performer. It signals what'll happen to its peers, because it's a new mine without the history of its peers. Good earnings and reserves. Managment is putting it together and it shows in the price.
precious metals
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Loves it. A great performer. It signals what'll happen to its peers, because it's a new mine without the history of its peers. Good earnings and reserves. Managment is putting it together and it shows in the price.
precious metals
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$35.330
Owned Owned
Yes

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BUY
AQN vs. NPI He likes and owns them both. They offer steady cash flow. Likes their dividends which should continue for quite a while. The downside to these and other utilities is that pension funds own them. So if there's a downturn, these will come down in price from a sell-off.
electrical utilities
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AQN vs. NPI He likes and owns them both. They offer steady cash flow. Likes their dividends which should continue for quite a while. The downside to these and other utilities is that pension funds own them. So if there's a downturn, these will come down in price from a sell-off.
electrical utilities
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$14.000
Owned Owned
Yes

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BUY
Northland Power Inc(NPI-T) 

January 16, 2019

AQN vs. NPI He likes and owns them both. They offer steady cash flow. Likes their dividends which should continue for quite a while. The downside to these and other utilities is that pension funds own them. So if there's a downturn, these will come down in price from a sell-off.
Utilities
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AQN vs. NPI He likes and owns them both. They offer steady cash flow. Likes their dividends which should continue for quite a while. The downside to these and other utilities is that pension funds own them. So if there's a downturn, these will come down in price from a sell-off.
Utilities
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$22.820
Owned Owned
Yes

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BUY
Inter Pipeline(IPL-T) 

January 16, 2019

Has a $28 target. Likes it. Guidance was higher than expected. A steady pipeline. Good cash flow and worth holding onto. Not worried about the dividend.
oil pipelines
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Has a $28 target. Likes it. Guidance was higher than expected. A steady pipeline. Good cash flow and worth holding onto. Not worried about the dividend.
oil pipelines
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$21.140
Owned Owned
Yes

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COMMENT
General Market Comment 

January 16, 2019

Will uranium be safe this year? He doesn't own it, but 2019 could be its year. The fundamentals are definitely getting there with geopolitics on its side. He'd play Cameco to be safe. He's waiting for precious metals to come back before he buys uranium, which he is monitoring.

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Will uranium be safe this year? He doesn't own it, but 2019 could be its year. The fundamentals are definitely getting there with geopolitics on its side. He'd play Cameco to be safe. He's waiting for precious metals to come back before he buys uranium, which he is monitoring.

Unknown
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$0.000
Owned Owned
Unknown

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HOLD
Eldorado Gold(ELD-T) 

January 16, 2019

Sell ELD for Americas Silver? Definitely. He doesn't own ELD, but would hold it. Good management. Americas is one of the few juniors that recently bought a company; good managers who keep delivering and are building a beautiful business.
precious metals
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Sell ELD for Americas Silver? Definitely. He doesn't own ELD, but would hold it. Good management. Americas is one of the few juniors that recently bought a company; good managers who keep delivering and are building a beautiful business.
precious metals
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$3.810
Owned Owned
No

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BUY
Americas Silver Corp(USA-T) 

January 16, 2019

Sell ELD for Americas Silver? Definitely. He doesn't own ELD, but would hold it. Good management. Americas is one of the few juniors that recently bought a company; good managers who keep delivering and are building a beautiful business.
precious metals
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0 comments
Sell ELD for Americas Silver? Definitely. He doesn't own ELD, but would hold it. Good management. Americas is one of the few juniors that recently bought a company; good managers who keep delivering and are building a beautiful business.
precious metals
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0 comments
Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$2.190
Owned Owned
Yes

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