Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 3, 2018

Likes this. Always has. They have non-Canadian assets in Europe--he likes this. Just increased the dividend, too. A good one to own. Solid management. 6.7% dividend.

Likes this. Always has. They have non-Canadian assets in Europe--he likes this. Just increased the dividend, too. A good one to own. Solid management. 6.7% dividend.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$41.000
Owned
Yes
BUY
BUY
April 3, 2018

A lot of these companies are cheap now, so they're at a good entry point. Also, insiders are buying it. Has a $13.50 target. He'd like to own it. Well-managed. Sector will enjoy an upside with the rising price of gold.

A lot of these companies are cheap now, so they're at a good entry point. Also, insiders are buying it. Has a $13.50 target. He'd like to own it. Well-managed. Sector will enjoy an upside with the rising price of gold.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$6.620
Owned
No
COMMENT
COMMENT
April 3, 2018

Has a $7.25 target. We need rentals, which is where its cash flow comes from. Sustainable 6.3% yield. He hadn't heard of breaking news that Electra America proposes to acquire Pure at US$7.59 (CDN$9.79) per share.

Has a $7.25 target. We need rentals, which is where its cash flow comes from. Sustainable 6.3% yield. He hadn't heard of breaking news that Electra America proposes to acquire Pure at US$7.59 (CDN$9.79) per share.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$7.250
Owned
Yes
BUY
BUY
April 3, 2018

With their big property anchored by grocery stores, does Slate stand a chance against rising interest rates and Amazon entering the grocery space? Consolidation (Amazon buying Whole Foods) is occuring which is an inflation play--the big food stores pass on inflation to consumers. (Also, good REITs are going private and leaving the market, which is a concern.) His firm has a buy signal on this.

With their big property anchored by grocery stores, does Slate stand a chance against rising interest rates and Amazon entering the grocery space? Consolidation (Amazon buying Whole Foods) is occuring which is an inflation play--the big food stores pass on inflation to consumers. (Also, good REITs are going private and leaving the market, which is a concern.) His firm has a buy signal on this.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$12.160
Owned
Unknown
COMMENT
COMMENT
April 3, 2018

Some of their Mexico properties have geo-politcal risk, though he likes Mexico as a whole to mine. They have cash and are getting this Mexico mine into production. They just had an EPS miss. This could be a buying opportunity.

Some of their Mexico properties have geo-politcal risk, though he likes Mexico as a whole to mine. They have cash and are getting this Mexico mine into production. They just had an EPS miss. This could be a buying opportunity.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$8.220
Owned
No
TOP PICK
TOP PICK
April 3, 2018

A steady grower. FNV is not just gold, even have a bit of oil. Likes the dividend structure where dividend increases as cash flow rises. (Analysts' price target $109.80)

A steady grower. FNV is not just gold, even have a bit of oil. Likes the dividend structure where dividend increases as cash flow rises. (Analysts' price target $109.80)

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$86.950
Owned
Yes
TOP PICK
TOP PICK
April 3, 2018

This should be trading much higher. They just acquired Primero Mining and upgraded resources estimate with production rising. Costs remain steady. Has enjoyed a great run since 2015. Great entry point now. (Analysts' price target $11.16)

This should be trading much higher. They just acquired Primero Mining and upgraded resources estimate with production rising. Costs remain steady. Has enjoyed a great run since 2015. Great entry point now. (Analysts' price target $11.16)

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$7.870
Owned
Yes