Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
March 15, 2019
(A Top Pick Jun 22/18, Down 0.1%) This have been a frequent top pick. Management has performed very well. This company will be completely self sufficient by 2022. Dividend has been increasing. Cost of production is about C$650. This will continue to deliver. It is followed by a lot of institutions, and they have sold off their precious metal positions of the portfolios.
(A Top Pick Jun 22/18, Down 0.1%) This have been a frequent top pick. Management has performed very well. This company will be completely self sufficient by 2022. Dividend has been increasing. Cost of production is about C$650. This will continue to deliver. It is followed by a lot of institutions, and they have sold off their precious metal positions of the portfolios.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$58.460
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 15, 2019
(A Top Pick Jun 22/18, Up 57%) The Chinese and Russians have stopped selling us palladium and so now we have a problem. Palladium pricing has gone from $800 last August to $1500 today.
(A Top Pick Jun 22/18, Up 57%) The Chinese and Russians have stopped selling us palladium and so now we have a problem. Palladium pricing has gone from $800 last August to $1500 today.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$17.510
Owned
Yes
BUY
BUY
March 15, 2019
He is looking at it and he has it as a buy. It has good management. They have been lagging the other producers and this is why he is looking at it. He has a target of $8.50. He has to sell something in his portfolio before he can purchase IMG.
Iamgold Corp (IMG-T)
March 15, 2019
He is looking at it and he has it as a buy. It has good management. They have been lagging the other producers and this is why he is looking at it. He has a target of $8.50. He has to sell something in his portfolio before he can purchase IMG.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$4.730
Owned
No
COMMENT
COMMENT
March 15, 2019
He has been holding this. If you are holding it for the upside of gold and silver, it is a good place to be. If you are holding it as a cash component, it is a good place to be. If you wanted the speculation, he would be looking at good quality companies to get the further upside.
He has been holding this. If you are holding it for the upside of gold and silver, it is a good place to be. If you are holding it as a cash component, it is a good place to be. If you wanted the speculation, he would be looking at good quality companies to get the further upside.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$0.000
Owned
Yes
WAIT
WAIT
March 15, 2019
This is a good quality company. Good reserves, low cost producer. He would have to sell something in his portfolio in order to buy this name. They are just starting production. He wants to own the companies that are already producing and can acquire other companies. Earnings still have to kick in on this name before he owns it.
Argonaut Gold (AR-T)
March 15, 2019
This is a good quality company. Good reserves, low cost producer. He would have to sell something in his portfolio in order to buy this name. They are just starting production. He wants to own the companies that are already producing and can acquire other companies. Earnings still have to kick in on this name before he owns it.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$1.690
Owned
No
BUY
BUY
March 15, 2019
It is a buy for him but does not own it. This is a large company that has survived by selling assets. He would rather be with companies that are acquiring assets. He has a $21 target on this name.
It is a buy for him but does not own it. This is a large company that has survived by selling assets. He would rather be with companies that are acquiring assets. He has a $21 target on this name.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$17.390
Owned
No
SELL
SELL
March 15, 2019
His advice is to take your profits now. He is negative on this sector. The banks started breaking down in late 2018. If you want to play the financials, he would go to India, such as Fairfax India and avoid the US.
Bank of America (BAC-N)
March 15, 2019
His advice is to take your profits now. He is negative on this sector. The banks started breaking down in late 2018. If you want to play the financials, he would go to India, such as Fairfax India and avoid the US.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$29.300
Owned
No