Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 11, 2005
One of the premier plays. If you are going to have a major mining portfolio, this has to be near the top. Good management. Phenominally run.
One of the premier plays. If you are going to have a major mining portfolio, this has to be near the top. Good management. Phenominally run.
Peter Grandich
Chief Market Commentator, Agoracom.com
Price
$46.900
Owned
Unknown
TOP PICK
TOP PICK
July 11, 2005
This is a person play. The man running this company had a concept that there was a whole area in the platinum group metals that could be for a potential discovery. They hit it and the stock ran up and is now consolidating. They continue to have more and more drill results. When a company goes from 1 drill to 4, they are on to something.
This is a person play. The man running this company had a concept that there was a whole area in the platinum group metals that could be for a potential discovery. They hit it and the stock ran up and is now consolidating. They continue to have more and more drill results. When a company goes from 1 drill to 4, they are on to something.
Peter Grandich
Chief Market Commentator, Agoracom.com
Price
$1.650
Owned
No
TOP PICK
TOP PICK
July 11, 2005
Probably has one of the best discoveries he's seen in years. Looks like the worst is behind them in terms of the Eritrea government holding them up. Institurional financing they are getting includes guarantees of $2.50 up front.
Probably has one of the best discoveries he's seen in years. Looks like the worst is behind them in terms of the Eritrea government holding them up. Institurional financing they are getting includes guarantees of $2.50 up front.
Peter Grandich
Chief Market Commentator, Agoracom.com
Price
$2.320
Owned
No
TOP PICK
TOP PICK
July 11, 2005
This is one that he expects will be acquired, merged or be a major joint venture within 12 months. Has 30 million ounces of measured indicated gold, 15 billion pounds of copper. Should be worth 3/4 X its current level.
This is one that he expects will be acquired, merged or be a major joint venture within 12 months. Has 30 million ounces of measured indicated gold, 15 billion pounds of copper. Should be worth 3/4 X its current level.
Peter Grandich
Chief Market Commentator, Agoracom.com
Price
$4.660
Owned
Yes
DON'T BUY
DON'T BUY
July 11, 2005
When you are that big, how can you grow at a fast rate? Peformance is terrific and managemenbt is great, but it can't grow faster than the economy. See tonight's Top Pick Bank of America (BAC-N) instead.
CitiGroup (C-N)
July 11, 2005
When you are that big, how can you grow at a fast rate? Peformance is terrific and managemenbt is great, but it can't grow faster than the economy. See tonight's Top Pick Bank of America (BAC-N) instead.
David Baskin
President, Baskin Wealth Management
Price
$46.110
Owned
No
BUY
BUY
July 11, 2005
A wonderful company and a good way to play China. It has all the right assets, such as zink, coal, copper and is hitting on all cylinders. Doesn't see the demand for base metals going down any time soon.
A wonderful company and a good way to play China. It has all the right assets, such as zink, coal, copper and is hitting on all cylinders. Doesn't see the demand for base metals going down any time soon.
David Baskin
President, Baskin Wealth Management
Price
$46.000
Owned
No
TOP PICK
TOP PICK
July 11, 2005
Looks cheap on a cash flow basis. Sold off very sharply because Argentina cut the gas supply to the plant they own in Chile. Gas supplies have been restarted at 85% of normal. There'll be a blip in the cash flow one quarter. They are making so much money with methanol at current prices that it will hardly be noticed.
Methanex Corp (MX-T)
July 11, 2005
Looks cheap on a cash flow basis. Sold off very sharply because Argentina cut the gas supply to the plant they own in Chile. Gas supplies have been restarted at 85% of normal. There'll be a blip in the cash flow one quarter. They are making so much money with methanol at current prices that it will hardly be noticed.
David Baskin
President, Baskin Wealth Management
Price
$20.650
Owned
Yes