Craig MacAdam
Member since: May '09
Portfolio Manager at
Aurion Capital

Latest Top Picks

(A Top Pick May 14/09. Up 3%.) Now hearing more details on the integration with Petrocan. Should continue to strengthen.
(A Top Pick May 14/09. Down 1.7%.) Historically the pharmaceutical side is very profitable but the Ontario regulatory review is making investors nervous.
(A Top Pick May 14/09. Up 53.8%.) Of all the base metals copper still looks the most attractive. Have come a long way on the ramp up of the new Zambia mine. Still likes.
Strong management and strong franchise network. Just posted 2 profitable quarters in the US. Things are still doing very well in Canada. Long-term PE multiple is about 20X.
Pure copper play in the Democratic Republic of Congo so extremely risky because of politics. They were in a financially distressed position but now have a partner and are back on track.