Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 6, 2015

With silver, you have to be patient. The key matrix that he looks at is cost of production, and theirs is low. His favourite is Silver Standard (SSO-T).

With silver, you have to be patient. The key matrix that he looks at is cost of production, and theirs is low. His favourite is Silver Standard (SSO-T).

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$11.460
Owned
No
TOP PICK
TOP PICK
March 6, 2015

Fairfax has had an amazing track record in Canada. This gives really good management. For India, he likes their prime minister Modi and the central bank manager. Also, feels there is a lot of good growth. Over time he thinks this will be a really good holding.

Fairfax has had an amazing track record in Canada. This gives really good management. For India, he likes their prime minister Modi and the central bank manager. Also, feels there is a lot of good growth. Over time he thinks this will be a really good holding.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$10.400
Owned
Yes
TOP PICK
TOP PICK
March 6, 2015

This company has been coming out with some really interesting products. This gives him a dividend yield of about 8%, because they are writing Covered Calls on a foreign portfolio and it is hedged to currency. This is the top 20 healthcare global companies.

This company has been coming out with some really interesting products. This gives him a dividend yield of about 8%, because they are writing Covered Calls on a foreign portfolio and it is hedged to currency. This is the top 20 healthcare global companies.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$10.130
Owned
Yes
TOP PICK
TOP PICK
March 6, 2015

He likes the streamers (royalty companies) because he thinks they are going to be a much safer play than the actual producers. A good way to diversify within the sector.

He likes the streamers (royalty companies) because he thinks they are going to be a much safer play than the actual producers. A good way to diversify within the sector.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$17.000
Owned
Yes