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He has been quite negative, given the exposure to nickel. Madagascar still has problems getting to the ramp up level. Nickel prices will be challenged because of the supply prices. There are lots of talks of breaking up the company. He would not go in until he is more confident it will happen.
Has always been on a list of very good companies. No cash flow problem. This is a go to name. This would be a great time to buy it except that seasonality has run out. He would look for a bounce to take profits.
Has always been on a list of very good companies. No cash flow problem. This is a go to name. This would be a great time to buy it except that seasonality has run out. He would look for a bounce to take profits.
Likes it. Extremely well managed. He has MRC-T in his portfolio, which he prefers.
Likes it. Extremely well managed. He has MRC-T in his portfolio, which he prefers.
Exposed to uranium. A bunch of company specific issues. You need more positivity in the uranium market. Things will continue to struggle because Japan is having delays in restarting reactors. Long term he is positive on Uranium with Russia winding down their decommissioning plan. Prefers CCO-T.
Exposed to uranium. A bunch of company specific issues. You need more positivity in the uranium market. Things will continue to struggle because Japan is having delays in restarting reactors. Long term he is positive on Uranium with Russia winding down their decommissioning plan. Prefers CCO-T.
Consumer discretionary ETF. He recommends it.
Consumer discretionary ETF. He recommends it.
A Retail oriented ETF. He recommends it.
A global-focused ETF. He recommends it.
A global-focused ETF. He recommends it.
He has been quite negative, given the exposure to nickel. Madagascar still has problems getting to the ramp up level. Nickel prices will be challenged because of the supply prices. There are lots of talks of breaking up the company. He would not go in until he is more confident it will happen.