BUY
Will probably continue through $10. Doing better with its Madagascar laterite/nickel situation.
COMMENT
Gold. This is the only company he knows that is deliberately accumulating gold assets, which it has no intention of producing. Creating a store of gold. Doesn't know why it is going down.
COMMENT
Trying to build a great gold camp again in an old gold camp and seems to be succeeding.
HOLD
2 stream company in that it is a retailer as well as a diamond mine with considerable reserves. Expect it could be a takeout someday.
BUY
Has a land dispute in Colombia. If this gets settled, it should go up by $2 probably. Good asset.
BUY
Brookfield Infrastructure (BIP-N) or Brookfield Asset Management (BAM.A-T)? You could buy them both as they are both good.
BUY
Brookfield Infrastructure (BIP-N) or Brookfield Asset Management (BAM.A-T)? You could buy them both as they are both good.
HOLD
Fine company with great assets and exploration interests. Could be a takeout candidate. (With US stocks, a 10% loss on currency would mean you should have a 25% gain on the stock.)
HOLD
Would rank this as #2 behind Baytex (BTE.UN-T). Fine assets.
BUY
(Market Call Minute.) You should buy this for its oil sands production longer-term.
HOLD
(Market Call Minute.) Like all the other major banks, you should hold this one forever.
HOLD
(Market Call Minute.) Uranium is very tricky. The $40 price is not doing very much for it.
HOLD
(Market Call Minute.) One of the great 2 Colombia oil stocks.