Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
May 1, 2015

(A Top Pick April 3/14. Down 12%.) A fully integrated agricultural company with a railroad to their elevators along with production of legumes and wheat. Thinks it should deliver quite nicely this summer because of what is going on in California. Feels drought is going to haunt us from a food inflation perspective.

(A Top Pick April 3/14. Down 12%.) A fully integrated agricultural company with a railroad to their elevators along with production of legumes and wheat. Thinks it should deliver quite nicely this summer because of what is going on in California. Feels drought is going to haunt us from a food inflation perspective.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$6.200
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 1, 2015

(A Top Pick April 3/14. Down 40.2%.) Loves this company. Have acquired a gold company, so gold production is kicking in. There is continuing growing silver production and the cost of production keeps dropping.

(A Top Pick April 3/14. Down 40.2%.) Loves this company. Have acquired a gold company, so gold production is kicking in. There is continuing growing silver production and the cost of production keeps dropping.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$6.710
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 1, 2015

(A Top Pick April 3/14. Up 17.83%.) He has put quite a bit of money into this one because it is the one with the highest yield. Was a little cautious at first because a lot of LNG projects got cut, but theirs didn’t.

(A Top Pick April 3/14. Up 17.83%.) He has put quite a bit of money into this one because it is the one with the highest yield. Was a little cautious at first because a lot of LNG projects got cut, but theirs didn’t.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$18.470
Owned
Yes
COMMENT
COMMENT
May 1, 2015

This is the one oil company that he added to during the decline. It is a royalty model, and management has quite a bit of cash to add more properties along the way. He likes the properties and the areas. Almost 60% of production was hedged at about $100 out to December. Good management. 12% dividend yield.

This is the one oil company that he added to during the decline. It is a royalty model, and management has quite a bit of cash to add more properties along the way. He likes the properties and the areas. Almost 60% of production was hedged at about $100 out to December. Good management. 12% dividend yield.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$9.980
Owned
Yes
COMMENT
COMMENT
May 1, 2015

Has owned this in the past, but sold in 2011. He likes the company. Management is really good at picking up assets. They have a mine in Nicaragua and some in Africa. His company has this with a $3 target.

Has owned this in the past, but sold in 2011. He likes the company. Management is really good at picking up assets. They have a mine in Nicaragua and some in Africa. His company has this with a $3 target.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$1.900
Owned
No
COMMENT
COMMENT
May 1, 2015

This is a gold streamer. Good management and they can definitely execute. If you don’t want to have the volatility of the producers, this is one you could own.

This is a gold streamer. Good management and they can definitely execute. If you don’t want to have the volatility of the producers, this is one you could own.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$4.250
Owned
No
COMMENT
COMMENT
May 1, 2015

Feels this one is overdone right now and is at a good entry point. The question is, how bad is the oil situation going to get? He thinks we have hit bottom. His company has a $29 target on this. He would prefer others in this spectrum.

Feels this one is overdone right now and is at a good entry point. The question is, how bad is the oil situation going to get? He thinks we have hit bottom. His company has a $29 target on this. He would prefer others in this spectrum.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$25.860
Owned
Yes