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COMMENT
October 16, 2018

Down 54% YTD. A pure zinc play. Down because of tariff talks. It's diversified geographically. For this to turn, there needs to be a change in zinc sentiment. Their highest-grade asset is in Burkino-Faso where there is a security risk.

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Trevali Mining Corp (TV-T)
October 16, 2018

Down 54% YTD. A pure zinc play. Down because of tariff talks. It's diversified geographically. For this to turn, there needs to be a change in zinc sentiment. Their highest-grade asset is in Burkino-Faso where there is a security risk.

WATCH
WATCH
October 16, 2018

A good team. They could potentially find a big zinc asset in the Macmillan Pass in the Yukon. He's more interested in their exploration upside. Saw results last week and into November that he's monitoring. It's an exploration play to find more zinc.He's definitely watching it.

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Fireweed Zinc Ltd. (FWZ-X)
October 16, 2018

A good team. They could potentially find a big zinc asset in the Macmillan Pass in the Yukon. He's more interested in their exploration upside. Saw results last week and into November that he's monitoring. It's an exploration play to find more zinc.He's definitely watching it.

TOP PICK
TOP PICK
October 16, 2018

They were drilling in the golden triangle. He wasn't keen on their gold prospect, but then they discovered a large cache of copper. This pushed him to buy at 76-cents. The grades look promising. There should be results coming in November. Low geopolitical risk copper assets are rare. (no dividend, no Analysts' price target)

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GT Gold Corp (GTT-X)
October 16, 2018

They were drilling in the golden triangle. He wasn't keen on their gold prospect, but then they discovered a large cache of copper. This pushed him to buy at 76-cents. The grades look promising. There should be results coming in November. Low geopolitical risk copper assets are rare. (no dividend, no Analysts' price target)

TOP PICK
TOP PICK
October 16, 2018

Good geopolitical location, good explorations teams backed by good funding. They now have this Alamos silver project in Mexico, an historic producer. What'll add value is finding new veins in this district. They're acquiring more land and doing more drilling (no dividend, no Analysts' price target)

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Minaurum Gold (MGG-X)
October 16, 2018

Good geopolitical location, good explorations teams backed by good funding. They now have this Alamos silver project in Mexico, an historic producer. What'll add value is finding new veins in this district. They're acquiring more land and doing more drilling (no dividend, no Analysts' price target)

BUY
BUY
October 16, 2018

Long owned this. There are two trends that could hurt Boyd: driverless cars that would eliminate car crashes (but that could be 15 years away), and new cars need new tech like lasers. Their advantage: insurance companies prefer one company with many locations than a bunch of small shops. There's a lot of room to grow here. Also, crashes are up.

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Long owned this. There are two trends that could hurt Boyd: driverless cars that would eliminate car crashes (but that could be 15 years away), and new cars need new tech like lasers. Their advantage: insurance companies prefer one company with many locations than a bunch of small shops. There's a lot of room to grow here. Also, crashes are up.

DON'T BUY
DON'T BUY
October 16, 2018

He sold it, because it disappointed. He prefers TD, RY, and JPM and BAC in the States. He doesn't know why BNS is underperforming.

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He sold it, because it disappointed. He prefers TD, RY, and JPM and BAC in the States. He doesn't know why BNS is underperforming.

BUY
BUY
October 16, 2018

He's whethered some negative performance and is hanging on. They're well-positioned globally to make car parts but also assemble entire cars. Their business will grow as other names die off, because they can't adapt to changes. Magna has put plants in Europe. They can move production around now that NAFTA is resolved, though it will take a few quarters.

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Magna Int'l. (A) (MG-T)
October 16, 2018

He's whethered some negative performance and is hanging on. They're well-positioned globally to make car parts but also assemble entire cars. Their business will grow as other names die off, because they can't adapt to changes. Magna has put plants in Europe. They can move production around now that NAFTA is resolved, though it will take a few quarters.