Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 27, 2013

There are reports that they may push further into the oil sands. This is the only base metal that he holds. It is diversified. For a long-term investment, he feels it is a great one. His company has this as a Neutral with a $32 target.

There are reports that they may push further into the oil sands. This is the only base metal that he holds. It is diversified. For a long-term investment, he feels it is a great one. His company has this as a Neutral with a $32 target.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$28.100
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 27, 2013

(A Top Pick November 30/12. Down 4.08%.) He is still going to hold. Likes the yield of 7.6%. This is green power.

(A Top Pick November 30/12. Down 4.08%.) He is still going to hold. Likes the yield of 7.6%. This is green power.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$0.980
Owned
Yes
BUY
BUY
September 27, 2013

He wouldn’t add to this one, but rather would try to find some of the convertibles. They have a convertible right now that is yielding about 14%. If you want the yield, this would be a good one to be buying, but the convertible debenture is a little bit better. Sitting on about $100 million that they have to figure out what to do with.

Atlantic Power Corp. (ATP-T)
September 27, 2013

He wouldn’t add to this one, but rather would try to find some of the convertibles. They have a convertible right now that is yielding about 14%. If you want the yield, this would be a good one to be buying, but the convertible debenture is a little bit better. Sitting on about $100 million that they have to figure out what to do with.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$4.380
Owned
No
BUY
BUY
September 27, 2013

One of the only REITs that he still holds. He likes Australia. The problem with this one was when they first set it up, the Australian currency took a big hit right off the bat and that’s why it came down. They are now hedged. Great entry point at this level.

One of the only REITs that he still holds. He likes Australia. The problem with this one was when they first set it up, the Australian currency took a big hit right off the bat and that’s why it came down. They are now hedged. Great entry point at this level.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$8.210
Owned
Yes
COMMENT
COMMENT
September 27, 2013

His company has this as a neutral with a $12 target. What he would be looking at in the oil patch right now are the companies that have cash flow and growth in earnings and very low debt levels. The overly indebted companies are being squeezed by the banks right now and, because of that, have to sell a lot of their assets. The smaller, lean ones, the royalty ones, make a lot of sense. There is some shopping to be done in the oil patch because there is restructuring being done.

Obsidian Energy (OBE-T)
September 27, 2013

His company has this as a neutral with a $12 target. What he would be looking at in the oil patch right now are the companies that have cash flow and growth in earnings and very low debt levels. The overly indebted companies are being squeezed by the banks right now and, because of that, have to sell a lot of their assets. The smaller, lean ones, the royalty ones, make a lot of sense. There is some shopping to be done in the oil patch because there is restructuring being done.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$11.510
Owned
No
DON'T BUY
DON'T BUY
September 27, 2013

This company has a lot of issues. They have a lot of management, a lot of fat, a lot of debt, they have the copper asset. This is not a company that he would want to own. He would prefer the leaner ones.

Barrick Gold (ABX-T)
September 27, 2013

This company has a lot of issues. They have a lot of management, a lot of fat, a lot of debt, they have the copper asset. This is not a company that he would want to own. He would prefer the leaner ones.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$19.110
Owned
No
COMMENT
COMMENT
September 27, 2013

His company has an outperform and $10 target on this stock. As the price of gold comes back, this company will start to come around with all of them. Have a pretty good inventory of companies. 5.24% yield.

Iamgold Corp (IMG-T)
September 27, 2013

His company has an outperform and $10 target on this stock. As the price of gold comes back, this company will start to come around with all of them. Have a pretty good inventory of companies. 5.24% yield.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$4.920
Owned
No