Today, Gavin Graham and The Panic-Proof Portfolio (Stockchase Research) commented about whether INTC-Q, AX.UN-T, WEF-T, L-T, NPI-T, PFE-N, BNS-T, PSI-T, DFY-T, AEM-T, TECK.B-T, TOU-T, CJR.B-T, CPX-T, ADM-N, MFC-T, SYK-N, BTE-T, PAAS-T, RPI.UN-T, GSK-N, TRP-T, CVS-N, T-T, IFC-T, IR-N, NVDA-Q, MMM-N, AC-T are stocks to buy or sell.
They've been buying a lot, such as Kirkland Lake Gold a year ago, and Yamana Gold (and a mine in Quebec). Up 28% over 5 years. Pays a 3.5% dividend. Huge runway for growth even if the price of gold doesn't move. Gold hasn't appreciated and has been flat, but it isn't correlated to bond yields. Owns great properties and two big deals to digest.
(Analysts’ price target is $83.30)A small-cap that supplies information to oil/gas-drillers. Shares tanked when drilling ceased during early Covid, but have rebounded. They hold $200 million cash in the balance sheet, which is how they survived. Drilling levels have returned to 2015 levels. They have endured. Earning are way up and commands strong market share in Canada with some in the U.S.
(Analysts’ price target is $20.25)
It should benefit from food inflation.