Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
October 30, 2018
Keeps looking at it. He focuses on good management, low cost of production, good reserves on the ground, and geo-politically stable. It’s getting to point of generating free cash flow. Great job of putting things together.
Yamana Gold Inc. (YRI-T)
October 30, 2018
Keeps looking at it. He focuses on good management, low cost of production, good reserves on the ground, and geo-politically stable. It’s getting to point of generating free cash flow. Great job of putting things together.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$3.090
Owned
No
DON'T BUY
DON'T BUY
October 30, 2018
Guidance maintained, but concerns about mixed results. Would tend to stay away or switch out to something else. But if you’ve owned it for a while, looks like it might come around and have quite a bit of leverage.
New Gold Inc. (NGD-T)
October 30, 2018
Guidance maintained, but concerns about mixed results. Would tend to stay away or switch out to something else. But if you’ve owned it for a while, looks like it might come around and have quite a bit of leverage.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$1.100
Owned
No
BUY
BUY
October 30, 2018
Has owned for quite a while. Has been underweight Canadian energy. Likes to own foreign energy companies and VET is really a foreign company, mostly in Europe, getting Brent prices. Dividend of 8% is safe, as part of his cash flow strategy. Sees upside of $55.
Has owned for quite a while. Has been underweight Canadian energy. Likes to own foreign energy companies and VET is really a foreign company, mostly in Europe, getting Brent prices. Dividend of 8% is safe, as part of his cash flow strategy. Sees upside of $55.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$34.520
Owned
Yes
BUY
BUY
October 30, 2018
Buy or stay away? Likes the pipelines for the dividend and they’re monopolies. Pension funds are starting to get nervous and raise cash. With the selling, the dividend yield goes up. At some point, he’ll start adding. When cheap money dries up, fracking will reduce, and this will benefit Canadian energy.
Enbridge (ENB-T)
October 30, 2018
Buy or stay away? Likes the pipelines for the dividend and they’re monopolies. Pension funds are starting to get nervous and raise cash. With the selling, the dividend yield goes up. At some point, he’ll start adding. When cheap money dries up, fracking will reduce, and this will benefit Canadian energy.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$40.030
Owned
Yes
SPECULATIVE BUY
SPECULATIVE BUY
October 30, 2018
Owns just a bit. Cash balance continues to grow significantly. Continue to build production. Likes it because they have reserves on the ground. Patience will be rewarded because of the resulting leverage.
Pretium Resources (PVG-T)
October 30, 2018
Owns just a bit. Cash balance continues to grow significantly. Continue to build production. Likes it because they have reserves on the ground. Patience will be rewarded because of the resulting leverage.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$10.600
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 30, 2018
(A Top Pick Aug 14/18, Down 23%) Downside reflects volatility in the sector. Growth pipeline will do extremely well. Price will go up, so you might as well own now. Comfortable with management. Growth of production continues, costs of production are under control.
Iamgold Corp (IMG-T)
October 30, 2018
(A Top Pick Aug 14/18, Down 23%) Downside reflects volatility in the sector. Growth pipeline will do extremely well. Price will go up, so you might as well own now. Comfortable with management. Growth of production continues, costs of production are under control.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$4.620
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 30, 2018
(A Top Pick Aug 14/18, Up 13%) Well managed. A play in BC. Keep finding very high grade gold.
(A Top Pick Aug 14/18, Up 13%) Well managed. A play in BC. Keep finding very high grade gold.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$0.430
Owned
Yes