Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
August 9, 2016

(A Top Pick June 27/16. Up 1.12%.) One of the larger to mid tier producers that is an attractive acquisition candidate for senior producers like a Barrick Gold (ABX-T) that has a gap in their production profile.

Detour Gold (DGC-T)
August 9, 2016

(A Top Pick June 27/16. Up 1.12%.) One of the larger to mid tier producers that is an attractive acquisition candidate for senior producers like a Barrick Gold (ABX-T) that has a gap in their production profile.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$33.390
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 9, 2016

(A Top Pick June 27/16. Up 8.3%.) This is a play on building out buses, both motor coaches as well as municipals. There has been a clamp down on spending in US municipalities. As a result, the age of fleets is older, so there is going to be a replenishment cycle.

(A Top Pick June 27/16. Up 8.3%.) This is a play on building out buses, both motor coaches as well as municipals. There has been a clamp down on spending in US municipalities. As a result, the age of fleets is older, so there is going to be a replenishment cycle.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$42.030
Owned
Yes
COMMENT
COMMENT
August 9, 2016

He considers this one of the premier gas companies in Western Canada. They have done a great job building a very good resource space. As a result, they have been able to add on production at a fairly easy clip over the last 3-4 years. It has been so hot this year, that we are seeing withdrawals much earlier than usual. It is expected to see an early natural gas cycle this year, and this will be a big beneficiary of that.

He considers this one of the premier gas companies in Western Canada. They have done a great job building a very good resource space. As a result, they have been able to add on production at a fairly easy clip over the last 3-4 years. It has been so hot this year, that we are seeing withdrawals much earlier than usual. It is expected to see an early natural gas cycle this year, and this will be a big beneficiary of that.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$8.830
Owned
Unknown
COMMENT
COMMENT
August 9, 2016

This has primary exposure to 2 commodities, copper and coal. Unfortunately, they move in the same type of cycles. We have seen a bottoming in both. This company is a great way to play both of those. However, it has had a tremendous move, so he would be cautious. If we start to see some real strength in China, this will be a very leveraged play.

This has primary exposure to 2 commodities, copper and coal. Unfortunately, they move in the same type of cycles. We have seen a bottoming in both. This company is a great way to play both of those. However, it has had a tremendous move, so he would be cautious. If we start to see some real strength in China, this will be a very leveraged play.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$21.100
Owned
Unknown
BUY
BUY
August 9, 2016

Reported fairly good numbers today. Thinks this is the consistent performer, and deserves to be in a lot of portfolios. Expects you will see it creep up towards $60. There were some big expectations built into the story and they met those expectations. Typically, when you see that, you see a stock sell off.

Reported fairly good numbers today. Thinks this is the consistent performer, and deserves to be in a lot of portfolios. Expects you will see it creep up towards $60. There were some big expectations built into the story and they met those expectations. Typically, when you see that, you see a stock sell off.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$59.600
Owned
Yes
COMMENT
COMMENT
August 9, 2016

A good way to play gold? The short answer is Yes. This is a multi faceted organization and have several different business lines. If you see continued growth in gold and silver, you are going to get the combination of higher market values for gold, and as a result, higher NAVs. Also, it will attract flows.

Sprott Inc. (SII-T)
August 9, 2016

A good way to play gold? The short answer is Yes. This is a multi faceted organization and have several different business lines. If you see continued growth in gold and silver, you are going to get the combination of higher market values for gold, and as a result, higher NAVs. Also, it will attract flows.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$2.500
Owned
Unknown
BUY
BUY
August 9, 2016

This should be a core holding in most people’s portfolios. Through some very difficult gold years over the last 7 years, this had only one down year, in 2013.

This should be a core holding in most people’s portfolios. Through some very difficult gold years over the last 7 years, this had only one down year, in 2013.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$104.050
Owned
Unknown