Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 4, 2009
Uranium went through a huge bubble in the last couple of years and it is still bursting. It will take a while before a lot of the nuclear plants being built globally are going to kick in. Wait for the stocks to have some earnings visibility.
Uranium went through a huge bubble in the last couple of years and it is still bursting. It will take a while before a lot of the nuclear plants being built globally are going to kick in. Wait for the stocks to have some earnings visibility.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$1.230
Owned
No
BUY
BUY
September 4, 2009
Lithium is needed for electric car batteries but also for storage of power from wind turbines. Bolivia is the Saudi Arabia of lithium but what they have is 18,000 feet into the mountain and there is no infrastructure, roads or electricity and it is very hard to get at. There is also huge political risk.
RB Energy (RBI-T)
September 4, 2009
Lithium is needed for electric car batteries but also for storage of power from wind turbines. Bolivia is the Saudi Arabia of lithium but what they have is 18,000 feet into the mountain and there is no infrastructure, roads or electricity and it is very hard to get at. There is also huge political risk.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$0.610
Owned
Yes
PARTIAL BUY
PARTIAL BUY
September 4, 2009
Likes the agricultural sector. Expecting a lot of pent-up demand for potash. He would be slowly adding to this.
Likes the agricultural sector. Expecting a lot of pent-up demand for potash. He would be slowly adding to this.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$97.180
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 4, 2009
(A Top Pick Nov 28/08. Up 25.47%.) Rolled over to the Sentry Select Mutual fund.
(A Top Pick Nov 28/08. Up 25.47%.) Rolled over to the Sentry Select Mutual fund.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$3.030
Owned
No
PAST TOP PICK
PAST TOP PICK
September 4, 2009
(A Top Pick Nov 28/08. Down 4.86%.) Started to see some downward pressure on the yield of the 10-year bond so he covered that recently.
(A Top Pick Nov 28/08. Down 4.86%.) Started to see some downward pressure on the yield of the 10-year bond so he covered that recently.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$14.910
Owned
No
TOP PICK
TOP PICK
September 4, 2009
He is sitting at 20%.
CASH (CASH)
September 4, 2009
He is sitting at 20%.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$0.010
Owned
Yes
TOP PICK
TOP PICK
September 4, 2009
(A Top Pick Nov 28/08. Up 50.62%.) One of the lowest cost gold producers. He likes the mid-caps because these are the ones the big companies will be looking to buy. Great management team.
Agnico-Eagle Mines (AEM-T)
September 4, 2009
(A Top Pick Nov 28/08. Up 50.62%.) One of the lowest cost gold producers. He likes the mid-caps because these are the ones the big companies will be looking to buy. Great management team.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$73.150
Owned
Yes