Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 5, 2017

(A Top Pick Aug 19/16. Up 20.39%.) This was taken out of Canada and put into England which is one of the most important gambling areas in the world. The sector trades at 15% in the UK, and this trades at 5%-6% in Canada. This is social gaming rather than hard gambling.

Jackpot Joy PL(JKPTF-5)
September 5, 2017

(A Top Pick Aug 19/16. Up 20.39%.) This was taken out of Canada and put into England which is one of the most important gambling areas in the world. The sector trades at 15% in the UK, and this trades at 5%-6% in Canada. This is social gaming rather than hard gambling.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$11.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 5, 2017

(A Top Pick Aug 19/16. Up 64.31%.) They always have something else up their sleeves.

(A Top Pick Aug 19/16. Up 64.31%.) They always have something else up their sleeves.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$0.010
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 5, 2017

(A Top Pick Aug 19/16. Up 53.57%.) The greatest, pure toy company in the world now. An extraordinary creative team. They have set up offices around the world, which gets them to their creative people and the markets.

Spin Master Corp(TOY-T)
September 5, 2017

(A Top Pick Aug 19/16. Up 53.57%.) The greatest, pure toy company in the world now. An extraordinary creative team. They have set up offices around the world, which gets them to their creative people and the markets.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$43.230
Owned
Yes
COMMENT
COMMENT
September 5, 2017

Pretty well the world’s greatest copper/gold assets. It is in Alaska. The company has been taking analysts up there this year. Eventually it has to surely get going. It should work eventually.

Pretty well the world’s greatest copper/gold assets. It is in Alaska. The company has been taking analysts up there this year. Eventually it has to surely get going. It should work eventually.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$2.240
Owned
Yes
HOLD
HOLD
September 5, 2017

A very nice small-cap and has done very well. Continue holding this if you have it. It has a 4.4% dividend yield.

A very nice small-cap and has done very well. Continue holding this if you have it. It has a 4.4% dividend yield.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$13.460
Owned
Yes
BUY
BUY
September 5, 2017

Thinks this is a buy. It commands the space in terms of being outside the bank, doing big contract work on thin margins. Suffered about a year ago because the US$ was strong, which affected their income. A one-of-a-kind company, except for a British one which is private.

Thinks this is a buy. It commands the space in terms of being outside the bank, doing big contract work on thin margins. Suffered about a year ago because the US$ was strong, which affected their income. A one-of-a-kind company, except for a British one which is private.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$24.270
Owned
Unknown
COMMENT
COMMENT
September 5, 2017

The bad news is that this is located in the Congo, but about 83% is owned by Glencore, which is the good news. They are a company on the gold side that can actually deal in Africa, giving you some hope that they can keep the ownership intact. One of the 2 largest single sources of cobalt globally.

Katanga Mining Ltd.(KAT-T)
September 5, 2017

The bad news is that this is located in the Congo, but about 83% is owned by Glencore, which is the good news. They are a company on the gold side that can actually deal in Africa, giving you some hope that they can keep the ownership intact. One of the 2 largest single sources of cobalt globally.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$0.760
Owned
Unknown