Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 7, 2017

When buy this ETF, you are just buying what is in the index. It’s not managed, it is just market cap weighted. Managed money is completely different. He has very little overlap with what is in the index, and has a history of outperforming the index. Compare this against the different mutual funds to see how they performed.

When buy this ETF, you are just buying what is in the index. It’s not managed, it is just market cap weighted. Managed money is completely different. He has very little overlap with what is in the index, and has a history of outperforming the index. Compare this against the different mutual funds to see how they performed.

Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$21.510
Owned
No
HOLD
HOLD
March 7, 2017

Located in the Sugar zone in Ontario. They’ve drilled the top 400 m of their deposit, which has a decent grading resource at about 7-8 g a ton, and have about 4000 ounces. That means they have found about 1000 ounces per vertical metre. That is a pretty good metric for the start of a deposit. He would like to track this to see how it goes as they go deeper, and if the deposit can grow some legs on it. Pretty interesting.

Harte Gold Corp(HRT-T)
March 7, 2017

Located in the Sugar zone in Ontario. They’ve drilled the top 400 m of their deposit, which has a decent grading resource at about 7-8 g a ton, and have about 4000 ounces. That means they have found about 1000 ounces per vertical metre. That is a pretty good metric for the start of a deposit. He would like to track this to see how it goes as they go deeper, and if the deposit can grow some legs on it. Pretty interesting.

Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$0.495
Owned
Unknown
DON'T BUY
DON'T BUY
March 7, 2017

A mid-cap gold company. They are having trouble with their Didipio mine. The Philippine government has put a kind of moratorium on production as they review the environmental impact. This makes it a tough place to invest. If they lose their license, it represents 30%-40%. The political risk would scare him away.

Oceanagold Corp(OGC-T)
March 7, 2017

A mid-cap gold company. They are having trouble with their Didipio mine. The Philippine government has put a kind of moratorium on production as they review the environmental impact. This makes it a tough place to invest. If they lose their license, it represents 30%-40%. The political risk would scare him away.

Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$3.800
Owned
Unknown
COMMENT
COMMENT
March 7, 2017

Just changed presidents. Their growth is coming from the Ana Paula project in Mexico, a decent project. Their other mine in Mexico has got a rising cost structure, and he is not so keen on that one.

Alio Gold Corp.(ALO-T)
March 7, 2017

Just changed presidents. Their growth is coming from the Ana Paula project in Mexico, a decent project. Their other mine in Mexico has got a rising cost structure, and he is not so keen on that one.

Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$0.475
Owned
Unknown
COMMENT
COMMENT
March 7, 2017

Has a rich copper discovery in the Democratic Republic of the Congo. Half their NAV is made up of this project. Very high grade, very robust. Working in the DRC can represent an elevated political risk. Another part of their NAV comes from the platinum project, which is also in south Africa, which he expects will not be developed until further out. That makes him question whether he should own this.

Ivanhoe Mines(IVN-T)
March 7, 2017

Has a rich copper discovery in the Democratic Republic of the Congo. Half their NAV is made up of this project. Very high grade, very robust. Working in the DRC can represent an elevated political risk. Another part of their NAV comes from the platinum project, which is also in south Africa, which he expects will not be developed until further out. That makes him question whether he should own this.

Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$3.760
Owned
Unknown
COMMENT
COMMENT
March 7, 2017

A project that is effectively right underneath the Horne Mine Complex in Québec. Originally it was very low grade gold and copper, so in order for this to be economic, they have to be able to mine it using bulk mining methods, and keep the costs as low as possible. That would entail blockading. He gets a little weary, because it becomes a “show me” story. He is on the sidelines, but it could be an interesting project.

Falco Resources(FPC-X)
March 7, 2017

A project that is effectively right underneath the Horne Mine Complex in Québec. Originally it was very low grade gold and copper, so in order for this to be economic, they have to be able to mine it using bulk mining methods, and keep the costs as low as possible. That would entail blockading. He gets a little weary, because it becomes a “show me” story. He is on the sidelines, but it could be an interesting project.

Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$0.830
Owned
No
COMMENT
COMMENT
March 7, 2017

A really nice, high grade gold deposit in Burkina Faso. It has about a 1 million ounce in indicated resources. They are mining about 100,000 ounces a year. Very robust. Very fast payback. Great economics. Great management team. They’ve been pulling some good drill results from the other areas as well. He likes the story.

Roxgold Inc(ROXG-T)
March 7, 2017

A really nice, high grade gold deposit in Burkina Faso. It has about a 1 million ounce in indicated resources. They are mining about 100,000 ounces a year. Very robust. Very fast payback. Great economics. Great management team. They’ve been pulling some good drill results from the other areas as well. He likes the story.

Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$1.260
Owned
Unknown