Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 31, 2006
Diamond producer. Significant run-up late last year because of a kimberlitic pipe called “Musk Ox”. Still trying to determine its size. Jericho mine just went into production. Will announced their quarter Aug 3rd. Stock is fully valued for Jericho.
Tahera Corp (TAH-T)
July 31, 2006
Diamond producer. Significant run-up late last year because of a kimberlitic pipe called “Musk Ox”. Still trying to determine its size. Jericho mine just went into production. Will announced their quarter Aug 3rd. Stock is fully valued for Jericho.
Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$2.500
Owned
Yes
BUY
BUY
July 31, 2006
Joint venture with Aber Diamonds (ABZ-T). The pipe looks quite exciting. About 25 kms from Aber’s Diavik pipes. Early indications looks like 30 million tons grading at about 1 carat per ton valued at about $100 per carat.
Joint venture with Aber Diamonds (ABZ-T). The pipe looks quite exciting. About 25 kms from Aber’s Diavik pipes. Early indications looks like 30 million tons grading at about 1 carat per ton valued at about $100 per carat.
Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$3.050
Owned
Yes
DON'T BUY
DON'T BUY
July 31, 2006
Has only a token holding of this stock. Mongolian government put through excessive royalty taxes. They'll have to eventually change, so for the long-term, it could be OK. In the short term, it is a very unattractive country to invest in.
QGX Ltd. (QGX-T)
July 31, 2006
Has only a token holding of this stock. Mongolian government put through excessive royalty taxes. They'll have to eventually change, so for the long-term, it could be OK. In the short term, it is a very unattractive country to invest in.
Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$1.850
Owned
Yes
BUY
BUY
July 31, 2006
Takeover candidate. Just put their Kisladad mine in Turkey into production. Building another smaller mine in Turkey (Efemcukuru) as well as a mine in China going into production at the end of this year. Also doing work in Brazil. Terrific management.
Eldorado Gold (ELD-T)
July 31, 2006
Takeover candidate. Just put their Kisladad mine in Turkey into production. Building another smaller mine in Turkey (Efemcukuru) as well as a mine in China going into production at the end of this year. Also doing work in Brazil. Terrific management.
Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$5.340
Owned
Yes
BUY
BUY
July 31, 2006
Made an exciting discovery in Ecuador that has 800 metres of strike. Looks like at least 150 metres vertical extent with width still to be determined. Good management.
Made an exciting discovery in Ecuador that has 800 metres of strike. Looks like at least 150 metres vertical extent with width still to be determined. Good management.
Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$22.800
Owned
Yes
WEAK BUY
WEAK BUY
July 31, 2006
Recently merged with Desert Sun Mining. Major focus are copper/gold deposits in Brazil. Fully priced, but you will get leverage with rising metal prices.
Recently merged with Desert Sun Mining. Major focus are copper/gold deposits in Brazil. Fully priced, but you will get leverage with rising metal prices.
Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$11.490
Owned
Unknown
BUY
BUY
July 31, 2006
Feels that the gold/silver ratio will trade within a reasonable band so there will be upside with the silver price. Stock dropped because it was overvalued because of a lack of silver companies. This should now participate with the silver prices.
Feels that the gold/silver ratio will trade within a reasonable band so there will be upside with the silver price. Stock dropped because it was overvalued because of a lack of silver companies. This should now participate with the silver prices.
Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$21.390
Owned
Unknown