Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 5, 2018

Has reduced his holding due to market strength. They have a highly attractive exploration target, but this is exploration is difficult part of the world, so there's no guarantee of success.

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Has reduced his holding due to market strength. They have a highly attractive exploration target, but this is exploration is difficult part of the world, so there's no guarantee of success.

BUY
BUY
March 5, 2018

The northwest BC stocks are always quiet over the winter because snow prevents exploration. Come springtime, this stock should do well.

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The northwest BC stocks are always quiet over the winter because snow prevents exploration. Come springtime, this stock should do well.

WATCH
WATCH
March 5, 2018

He's attracted to the deposit NDM has. He's been deeply critical about the company's relations with the local indigenous people, but is now heartened to see a turnaround. Deserves a look.

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He's attracted to the deposit NDM has. He's been deeply critical about the company's relations with the local indigenous people, but is now heartened to see a turnaround. Deserves a look.

COMMENT
COMMENT
March 5, 2018

Has great faith in the management team, but beware: exploration (in the mineral space) is capital intensive and high risk.

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Has great faith in the management team, but beware: exploration (in the mineral space) is capital intensive and high risk.

DON'T BUY
DON'T BUY
March 5, 2018

They haven't indicated a discovery in the St. James Bay area, though he likes the management and this part of the world for exploration.

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They haven't indicated a discovery in the St. James Bay area, though he likes the management and this part of the world for exploration.

BUY
BUY
March 5, 2018

Used to own it and would like to again this spring or summer. Knows the management team and where they're mining, Nevada, very well.

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Used to own it and would like to again this spring or summer. Knows the management team and where they're mining, Nevada, very well.

WATCH
WATCH
March 5, 2018

Replace this with Silvercorp? He'd keep Eldorado. If he's down 50% on a stock, he'd sell it for a tax loss, wait 30 days, then decide with a clear mind. This company has made some horrible capital allocation decisions. It's so beaten down and heated that he's actually attracted to it. But he wants to see their next capital allocation decision before buying.

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Eldorado Gold (ELD-T)
March 5, 2018

Replace this with Silvercorp? He'd keep Eldorado. If he's down 50% on a stock, he'd sell it for a tax loss, wait 30 days, then decide with a clear mind. This company has made some horrible capital allocation decisions. It's so beaten down and heated that he's actually attracted to it. But he wants to see their next capital allocation decision before buying.