Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
September 27, 2013

The trouble with this company is that it is in base metals which have been dragging a bit. As China, India and all these countries becomes more consumer oriented, these are good companies to own and hold for the long haul.

Lundin Mining Corp. (LUN-T)
September 27, 2013

The trouble with this company is that it is in base metals which have been dragging a bit. As China, India and all these countries becomes more consumer oriented, these are good companies to own and hold for the long haul.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$4.580
Owned
No
COMMENT
COMMENT
September 27, 2013

For a long shot, it is not a bad company. They have a pretty big find in Colombia. Thinks it is tracking almost 25 million ounces and not showing any kind of value right now. If you want an exploration play with good upside, this would definitely be one. This is exploration and he feels there is way less risk on the producers right now.

For a long shot, it is not a bad company. They have a pretty big find in Colombia. Thinks it is tracking almost 25 million ounces and not showing any kind of value right now. If you want an exploration play with good upside, this would definitely be one. This is exploration and he feels there is way less risk on the producers right now.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$3.880
Owned
No
COMMENT
COMMENT
September 27, 2013

Within the real estate sector, we need to see a correction for people’s ability to pay for homes. Yields have been low and because of that, people have been buying homes that they probably won’t be able to afford at higher rates. The other issue is that once inflation kicks in, you are going to get the reverse.

Within the real estate sector, we need to see a correction for people’s ability to pay for homes. Yields have been low and because of that, people have been buying homes that they probably won’t be able to afford at higher rates. The other issue is that once inflation kicks in, you are going to get the reverse.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$20.520
Owned
Unknown
TOP PICK
TOP PICK
September 27, 2013

A 3-D printing company. Has always liked technology, especially when it is constructive technology such as this. It is really changing the way we manufacture. Thinks this one is here to stay and will definitely change the way manufacturing occurs. Looking at it as a long-term investment story. This company has the earnings and sales are there. They are beyond development and are now in the implementation stage, where these companies really start to track. Have the earnings that they have been buying the competition and innovation is just starting.

3D Systems (DDD-N)
September 27, 2013

A 3-D printing company. Has always liked technology, especially when it is constructive technology such as this. It is really changing the way we manufacture. Thinks this one is here to stay and will definitely change the way manufacturing occurs. Looking at it as a long-term investment story. This company has the earnings and sales are there. They are beyond development and are now in the implementation stage, where these companies really start to track. Have the earnings that they have been buying the competition and innovation is just starting.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$54.790
Owned
Yes
TOP PICK
TOP PICK
September 27, 2013

Good entry point at this price. Switching to a dividend model. Debt to equity ratio is something like 12%, which is very small. Will be really good for a portfolio on a long-term basis. Yield of 5.7%.

Torc Oil & Gas Ltd (TOG-T)
September 27, 2013

Good entry point at this price. Switching to a dividend model. Debt to equity ratio is something like 12%, which is very small. Will be really good for a portfolio on a long-term basis. Yield of 5.7%.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$8.730
Owned
Yes
TOP PICK
TOP PICK
September 27, 2013

One of the only ones that is up this year amongst the gold companies. He is recommending this for people who cannot take volatility. He feels there is very little risk in the gold companies that he owns as they are not going to go bankrupt. This is a streamer and doesn’t get its hands dirty.

Franco-Nevada Corp. (FNV-T)
September 27, 2013

One of the only ones that is up this year amongst the gold companies. He is recommending this for people who cannot take volatility. He feels there is very little risk in the gold companies that he owns as they are not going to go bankrupt. This is a streamer and doesn’t get its hands dirty.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$46.370
Owned
Yes