Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 9, 2009
Uses as a pairs trade against Boardwalk (BEI.UN-T). Both came off a lot last year. Boardwalk has gone up 50%-75% while this one is up marginally. This is about 8% yield and Boardwalk is about 5%. Trading at 10X Funds From Operations while Boardwalk is about 13X-14X. Vast majority of their apartments are in Ontario.
Uses as a pairs trade against Boardwalk (BEI.UN-T). Both came off a lot last year. Boardwalk has gone up 50%-75% while this one is up marginally. This is about 8% yield and Boardwalk is about 5%. Trading at 10X Funds From Operations while Boardwalk is about 13X-14X. Vast majority of their apartments are in Ontario.
Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$13.250
Owned
Yes
TOP PICK
TOP PICK
September 9, 2009
Gold operation in Eritrea with 40% government owned. Will be producing net 250,000 ounces of gold near the end of 2010. Cash costs of $200.
Nevsun Resources (NSU-T)
September 9, 2009
Gold operation in Eritrea with 40% government owned. Will be producing net 250,000 ounces of gold near the end of 2010. Cash costs of $200.
Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$2.050
Owned
Yes
TOP PICK
TOP PICK
September 9, 2009
Gold. 2 assets in Brazil as well as a copper deposit in Mexico.
Aura Gold Inc. (ORA-T)
September 9, 2009
Gold. 2 assets in Brazil as well as a copper deposit in Mexico.
Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$3.140
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 9, 2009
(A Top Pick July 7/07. Down 11.5%.)
(A Top Pick July 7/07. Down 11.5%.)
Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$12.550
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 9, 2009
(A Top Pick July 7/07. Down 50.6%.) Has had good performance over the last year. (What?) Part of a good balanced portfolio.
New Gold Inc. (NGD-T)
September 9, 2009
(A Top Pick July 7/07. Down 50.6%.) Has had good performance over the last year. (What?) Part of a good balanced portfolio.
Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$3.860
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 9, 2009
(A Top Pick July 7/07. Down 15.2%.)
Inmet Mining (IMN-T)
September 9, 2009
(A Top Pick July 7/07. Down 15.2%.)
Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$54.850
Owned
No
DON'T BUY
DON'T BUY
September 9, 2009
Has been diluted by a convertible. Have increased their production ramp up but there are better opportunities elsewhere.
Katanga Mining Ltd. (KAT-T)
September 9, 2009
Has been diluted by a convertible. Have increased their production ramp up but there are better opportunities elsewhere.
Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$0.980
Owned
No