Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
March 5, 2018

(A Top Pick March 2/17, Up 9%) Sold it, but then the stock got too cheap, so he bought it back. He was unhappy with their inability to solve metallurgical problems in Eritrea. The stock sold off because their Serbian deposit won't produce cash for a while. There were alleged human rights abuses in Eritrea.

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(A Top Pick March 2/17, Up 9%) Sold it, but then the stock got too cheap, so he bought it back. He was unhappy with their inability to solve metallurgical problems in Eritrea. The stock sold off because their Serbian deposit won't produce cash for a while. There were alleged human rights abuses in Eritrea.

PAST TOP PICK
PAST TOP PICK
March 5, 2018

(A Top Pick March 2/17, Up 8.5%) A high-quality Canadian company. A brilliant team that's generated substantial free cash.

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(A Top Pick March 2/17, Up 8.5%) A high-quality Canadian company. A brilliant team that's generated substantial free cash.

PAST TOP PICK
PAST TOP PICK
March 5, 2018

(A Top Pick March 2/17, Down 3%) They brought in a deposit under budget which is really tough to do in west Africa. They generate an amazing amount of cash. Management has done a marvellous job of deploying cash and will continue to do so.

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B2Gold Corp. (BTO-T)
March 5, 2018

(A Top Pick March 2/17, Down 3%) They brought in a deposit under budget which is really tough to do in west Africa. They generate an amazing amount of cash. Management has done a marvellous job of deploying cash and will continue to do so.

STRONG BUY
STRONG BUY
March 5, 2018

Stock continues to outperform time and time again. The chairman, whom he knows and admires, is the biggest shareholder and a superb manager.

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Equinox Gold (EQX-T)
March 5, 2018

Stock continues to outperform time and time again. The chairman, whom he knows and admires, is the biggest shareholder and a superb manager.

BUY
BUY
March 5, 2018

Once owned it. The new CEO (a successful woman with a good track record) replaced the former CEO who was burned out. An essential stock to own in the diamond space. He may rebuy it.

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Once owned it. The new CEO (a successful woman with a good track record) replaced the former CEO who was burned out. An essential stock to own in the diamond space. He may rebuy it.

COMMENT
COMMENT
March 5, 2018

Location of their deposit is remote though politically secure. Not impressed with their feasibility study (low cash flow relative to capex), and is extremely leveraged to higher gold prices. Perhaps investors who want a company to own Canadian assets may consider buying this.

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Location of their deposit is remote though politically secure. Not impressed with their feasibility study (low cash flow relative to capex), and is extremely leveraged to higher gold prices. Perhaps investors who want a company to own Canadian assets may consider buying this.

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

Concerned about technologies he doesn't understand and about owning second-tier projects. Good management, but he's unenthusiastic about this stock.

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Concerned about technologies he doesn't understand and about owning second-tier projects. Good management, but he's unenthusiastic about this stock.