Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 17, 2013

(Market Call Minute) Doesn’t like uranium because of Japan but if you owned one Uranium stock this would be it.

Cameco Corporation (CCO-T)
September 17, 2013

(Market Call Minute) Doesn’t like uranium because of Japan but if you owned one Uranium stock this would be it.

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$20.480
Owned
No
TOP PICK
TOP PICK
September 17, 2013

Lots of cash on the books, small dividend and a low cash cost producer. Even when the gold price came down they were making money. Built up cash over the last couple of years. Acquired assets in Turkey. Putting this into production over the next couple of years.

Alamos Gold Inc (AGI-T)
September 17, 2013

Lots of cash on the books, small dividend and a low cash cost producer. Even when the gold price came down they were making money. Built up cash over the last couple of years. Acquired assets in Turkey. Putting this into production over the next couple of years.

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$16.150
Owned
Yes
TOP PICK
TOP PICK
September 17, 2013

Well diversified. Pays almost 5% dividend. One of the highest in the space. Solid balance sheet. Did the right thing over the last year. Renegotiated power contracts they had this year. Cost reduction program over the last couple of years. It is trading at the 2008 level.

Iamgold Corp (IMG-T)
September 17, 2013

Well diversified. Pays almost 5% dividend. One of the highest in the space. Solid balance sheet. Did the right thing over the last year. Renegotiated power contracts they had this year. Cost reduction program over the last couple of years. It is trading at the 2008 level.

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$5.520
Owned
Yes
TOP PICK
TOP PICK
September 17, 2013

Lot of cash on the books. One of the largest primary silver producers. You get 4.5% dividend. He loves getting paid to wait for the market to turn around. Geographically diversified. Brought down costs and when silver price goes up, this will do well.

Pan American Silver (PAAS-T)
September 17, 2013

Lot of cash on the books. One of the largest primary silver producers. You get 4.5% dividend. He loves getting paid to wait for the market to turn around. Geographically diversified. Brought down costs and when silver price goes up, this will do well.

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$11.380
Owned
Yes
BUY
BUY
September 17, 2013

Structured very well in the industry. Positioned very well to capture some market share in the short and the long-term. This is a company you are going to be able to ride for the next 24 months.

Domtar Corp. (UFS-T)
September 17, 2013

Structured very well in the industry. Positioned very well to capture some market share in the short and the long-term. This is a company you are going to be able to ride for the next 24 months.

Michael Underhill
Portfolio Manager, Exempler Funds, Capital Innovations
Price
$79.600
Owned
Yes
DON'T BUY
DON'T BUY
September 17, 2013

Well managed company. Have a large dominant footprint, defensible market share and good core assets. However, you have to be careful as you have to examine the amount of leverage that is in the vehicle itself, and how much leverage they are putting on deals. Also, it trades in sympathy with things like Brazilian equity markets. In a rising interest rate environment, he would be cautious on this one.

Well managed company. Have a large dominant footprint, defensible market share and good core assets. However, you have to be careful as you have to examine the amount of leverage that is in the vehicle itself, and how much leverage they are putting on deals. Also, it trades in sympathy with things like Brazilian equity markets. In a rising interest rate environment, he would be cautious on this one.

Michael Underhill
Portfolio Manager, Exempler Funds, Capital Innovations
Price
$38.330
Owned
No
DON'T BUY
DON'T BUY
September 17, 2013

Has had underperformance in the last year plus. This is in a market where most of the forest products have been on a tear. On a company this small and having this kind of performance, he would be very cautious on it.

Acadian Timber Corp (ADN-T)
September 17, 2013

Has had underperformance in the last year plus. This is in a market where most of the forest products have been on a tear. On a company this small and having this kind of performance, he would be very cautious on it.

Michael Underhill
Portfolio Manager, Exempler Funds, Capital Innovations
Price
$12.500
Owned
No