Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 16, 2013

Large capital commitments. ABX is a better trade than Kinross. Cleaning up their balance sheet is priority one for them.

Barrick Gold (ABX-T)
September 16, 2013

Large capital commitments. ABX is a better trade than Kinross. Cleaning up their balance sheet is priority one for them.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$18.670
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
September 16, 2013

A solid name. He likes the royalty businesses. They own many, many different royalties. If one property has a problem, it won’t impact their bottom line. It is an opportunity to jump in.

Freehold Royalties (FRU-T)
September 16, 2013

A solid name. He likes the royalty businesses. They own many, many different royalties. If one property has a problem, it won’t impact their bottom line. It is an opportunity to jump in.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$23.300
Owned
Unknown
DON'T BUY
DON'T BUY
September 16, 2013

Get new mines going at or below cost and execute well on business strategy. There is huge development risk and there is more likely to be bad news than good short term.

First Quantum Minerals (FM-T)
September 16, 2013

Get new mines going at or below cost and execute well on business strategy. There is huge development risk and there is more likely to be bad news than good short term.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$18.820
Owned
Unknown
BUY
BUY
September 16, 2013

(Market Call Minute) Lots of talks about potash monopoly. Beaten up.

Agrium (AGU-T)
September 16, 2013

(Market Call Minute) Lots of talks about potash monopoly. Beaten up.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$94.910
Owned
Unknown
BUY
BUY
September 16, 2013

(Market Call Minute) China is the incremental buyers of Diamonds and their economy has stabilized.

Dominion Diamond (DDC-T)
September 16, 2013

(Market Call Minute) China is the incremental buyers of Diamonds and their economy has stabilized.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$13.440
Owned
No
BUY
BUY
September 16, 2013

First fly this morning. It will be a massive confidence. Allows them to get orders.

Bombardier Inc (B) (BBD.B-T)
September 16, 2013

First fly this morning. It will be a massive confidence. Allows them to get orders.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$5.020
Owned
Yes
BUY
BUY
September 16, 2013

(Market Call Minute) Spends lots of marketing dollars and trades cheap relative to other luxury names.

Tapestry Inc. (TPR-N)
September 16, 2013

(Market Call Minute) Spends lots of marketing dollars and trades cheap relative to other luxury names.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$54.980
Owned
Yes