STOCKCHASE

When they announced the write-down of the Goldex mine, at the current price it has just gone on the other side of it. Excellent entry point.

2012-02-10

HOLD

35.490

Brian Acker, CA

They shocked investors by closing down the mine in Quebec. Sell if it goes below $33.

2012-02-09

DON'T BUY

35.970

Colin Stewart

Pretty well publicized problems with a mine. Premium has largely disappeared, but better opportunity would be ABX. Steer clear until they resolve issues.

2012-02-07

Comment

39.240

Bill Carrigan

Got hit with a torpedo mid 2011 when their mine closed. Stock had been weak on a relative basis before this. A serial underperformer. However it is now too far below the 200 day so risk/reward is possibly good. Will probably rally.

2012-01-27

HOLD

37.760

Peter Brieger

Loves gold and thinks it is going higher. Used to own this and still owns G-T. AEM is cheap and he would continue to hold it.

2012-01-25

DON'T BUY

37.880

Gavin Graham

Big drop when they announced the closing of Goldex, one of their Quebec mines. (He sold his holdings for tax loss.) A low cost producer. Still believes management will deliver. If they bring out some good news on Goldex, there may well be a big rebound. Until then, it will be dead money

2012-01-13

WAIT

38.060

Laura Wallace

Thinks they could have one more bad quarter. Would wait and see how this whole story goes this quarter. Bad news: “It’s never all in the stock.”

2012-01-12

DON'T BUY

38.690

One of the weakest performing stocks in the gold sector. The big issue is that it is very hard to bring in 5 mines at the same time. Operationally they have had a difficult time with that.

2012-01-05

DON'T BUY

38.680

Losing their mine in Québec to ground failure essentially has caused them to lose about 10% in production plus their premium valuation. To get that back, takes years. Doesn't feel it will go higher than competitors as gold prices go up.

2012-01-03

DON'T BUY

37.690

Had a little bit of problem in Meadowbank, one of their projects but seem to be straightening it out. Production profile looking out over the next few years he can’t see the same amount of new production coming as some of their competition. All of the mining companies, particularly the gold, have been hit on the costs side. This wouldn’t be his first choice.

2011-12-19

HOLD

43.980

David Cockfield

Well-run company, but it's gold and copper, which is the reason it is not acting so well these days. As long as there are the concerns from Europe copper will be vulnerable. Probably a little late to bail if you own. When it starts to move, it moves quite well.

2011-12-09

Comment

43.320

John O'Connell, CFA

This was a management team that was really well respected. Then they had a major problem with the mine and had to write it off. They're in the doghouse. Doesn't see this as a takeover target. There is definitely tax loss selling right now so there may be an opportunity from a trade perspective. If gold goes down, his company will go down even more.

2011-12-08

BUY

47.290

Jim Huang

Had some operational issues lately. Historically has always traded at a premium to the sector. Management is very capable. Now that it has pretty well lost its premium, not a bad time to start looking at it.

2011-11-14

BUY

47.710

Free cash flow of about $570 million. Production costs went from $500 range to $570. Suspended operations in the LaRonde mine but Meadobanks is starting to kick in. Good management.

2011-11-11

Comment

43.240

3rd quarter was a big disappointment for investors and the stock has been punished quite a bit. People are expecting to see some growth from production but perhaps more modest compared to their competitors. Not his 1st pick in gold.

2011-10-31

SELL

45.050

Steve Carlin

Owned until a week ago. He is patient if the company misses on a production number of delivering on a mine in time, but they had 3 issues recently. So he is out. He would prefer to own a different gold mine right now.

2011-10-26

BUY

45.050

Traded at a premium and then a bunch of bad luck. The street has started taking the premium out of the price. Still sees $55-$60 targets that Bay Street has on it. You are in a ‘show-me’ stage for a while.

2011-10-26

SELL

47.350

A great day for Canadian Resource names. They wrote down a key asset by about 10% of its value. They have one mine and something goes wrong. You need to diversify in the sector. If there is something wrong with the rock, then you can’t do anything. They can’t get the gold out of there. He sold it when it got expensive. It has nowhere to go. It is too complicated to say that today it is at the right price.

2011-10-19

PAST TOP SHORT

59.840

(A Top Short Oct 8/10. Total Return 18.97%.) A trading stock. Looking at a long-term trading range you’ll see it goes up and down between $50 and $70.

2011-10-14

PAST TOP PICK

67.200

(A Top Pick July 6/10. Up 13.17%.) Had an incredible rally last fall and got too expensive so switched to Yamana (YRI-T)..

2011-09-19

BUY

69.940

Ron Meisels

Pay more attention to Technicals than fundamentals. Broke a major down trend leg and started an up trend leg. It’s not above the 40-week moving average.

2011-09-06

TOP PICK

66.510

(Top Pick Apr 29/10, Down 1.5%) New mines coming on line. Alaska mine had snags but are now running. It will be quite Accretive. <$500 an oz costs. Very profitable. He sees very little risk.

2011-08-25

PAST TOP PICK

62.630

(A Top Pick July 6/10. Up 4.86%.)

2011-08-17

BUY

56.270

Lyle Stein

Built 5 mines in the last few years – no one has ever tried that. No glitches. Anyone will tell you that when you put in a mine you get glitches. At these prices it looks pretty good.

2011-08-03

PARTIAL BUY

54.140

Charles Oliver, HBSc CFA

Well run, good company. Several years ago, they embarked on building 5 mines all at once so they've had some startup problems. He would use this pullback as an opportunity to get in. Don't take a full position.

2011-07-28

DON'T BUY

62.030

Laura Wallace

Has continued to disappoint on the production side. Would prefer Goldcorp (G-T) in the mid-tier sector, which is going to increase its production 50% over the next 3 years. If you want to be really conservative, consider Barrick (ABX-T).

2011-07-15

DON'T BUY

62.200

Had a problem with a kitchen fire in one of their mines, affecting 500 employees so mine was shut down while they rebuilt the kitchen. It will pass this quarter. He hasn’t particularly liked their profile. Now they are in the penalty and have to rebuild. Prefers others.

2011-07-12

WEAK BUY

60.540

Brian Acker, CA

(Caller Would like to Short this using Puts.) Stock has been coming down to his model price of $57.17. Still a 9% overvaluation. Air is now coming out of the valuation but still too expensive for him to buy. He likes the golds. If it doesn't hold here, $46.60 would be a target but he expects it is time for a rally in golds.

2011-07-08

Comment

59.810

Have had a few bumps along the way, but overall but have been taking steps to improve their production profile. Rising cost pressures are beleaguering all of the companies in the mining sector. Has under performed its peers so you could make a case for it. (See Top Picks.)

2011-06-20

TOP PICK

59.790

Very bullish on gold. You will get appreciation on the commodity but also on the rise in production. Have new mines that are opening up and going into production.

2011-06-14

PAST TOP PICK

61.180

(Top Pick Jul 6/10, Up 1.03%) There were having operation problems last year. He moved to YRI. But it is not a bad time to look at it again.

2011-06-09

WAIT

59.440

Don Vialoux

Like other gold stocks has a distinct downward trend. Gold stocks do well from July to December and this one had a pretty good run last year. Wait until about the middle of July when you see support.

2011-05-13

Comment

59.440

Laura Wallace

Gold producer so tends to move with gold prices, but commodity stock prices do not have a one to one relation with commodity prices. This company had some disappointments on production, which is what has probably caused the disparity. Good company with a good outlook but in a bit of a “show me” mode until investors are confidant on production guidances.

2011-05-12

WAIT

60.810

Brooke Thackray

Underperformed recently with its earnings and chart shows a down trend. For an entry point he would be looking at last July. Seasonality for gold is from July into October with another run from January until mid-May.

2011-05-05

TOP PICK

65.920

Well diversified and good management. Bringing 2 mines into production tight now. Good entry point. Target is $90.

2011-04-29

TOP PICK

64.990

Production could double in the next 5 years. They have lots of ability to bring new mines on. Stock got hit when a kitchen caught fire in a remote mine but doesn’t feel it was warranted with a longer term perspective.

2011-04-21

PAST TOP PICK

61.230

(A Top Pick April 13/10. Up 2.78%.) Had operating problems this time last year. AS the gold was there, he felt the problems could be fixed, which happened. Got expensive and he sold at around $80.

2011-04-18

PAST TOP PICK

63.840

(A Top Pick April 6/10. Up 9.07%.) Traded this one both Long and Short 7 times last year. Made money 5 times and lost twice. Traded on its volatility.

2011-04-08

TOP PICK

62.040

Gavin Graham

Well below where it was in December. One of the better performers over the last 5 years because of 5 new mines coming on. Another half million ounces coming out over the next few years just from the existing mines and the new one in Nunavut. Increased dividends and say they are going to increase it further.

2011-04-04

DON'T BUY

62.110

Bill Carrigan

Chart looks terrible so avoid.

2011-04-01

DON'T BUY

63.250

John Zechner

Was one of the more expensive gold stocks. It was more of a name that was recognized in the US. There was a fire in the kitchen of one of the mines today and the stock dropped 2%.

2011-03-29

DON'T BUY

65.550

Don Vialoux

Not this time of year. Gold stocks peak before the annual conference. AEM is trying to form a little support at 63.50 but there is resistance a little higher than that. It is under forming the sector and the market. There are better other opportunities elsewhere. ABX, G, for example.

2011-03-18

PAST TOP PICK

64.950

(Top Pick Apr 6/10, Up 10.33%) Traded it 7 times last year. It’s a tricky stock and he would avoid it now.

2011-03-11

PAST TOP PICK

70.350

(A Top Pick Feb 19/09. Up 9.22%.) (BNN indicated Top Picks as being on Feb 19/10 but were actually Picks on Feb 19/09 so percentages could be wrong.)

2011-03-01

PAST TOP PICK

70.260

(A Top Pick Dec 11/09. Up 7.11%.) Still likes. A value stock.

2011-02-18

DON'T BUY

71.730

Brian Acker, CA

Model price is $58.80, a negative differential of 82%. His favourites out of the gold group are Yamana (YRI-T), Iamgold (IMG-T), Goldcorp (G-T), Barrick Gold (ABX-T) and Kinross (K-T).

2011-02-17

BUY

71.590

Andrew Cook

Has had a good little pull back. From a longer term perspective they are focused on growing their resources. Looking to increase production by about 50% in 3-4 years.

2011-01-12

PAST TOP PICK

76.160

(A Top Pick Dec 21/09. Up 43.53%.) Was going through operating problems but the gold was there. Still a great place to be.

2010-12-16

DON'T BUY

76.160

Raised dividend yesterday and warned on production. Very good operations. This thing was a bit of a darling when it went up so he is not surprised at the pull back. Has not moved back to its 200 day moving average.

2010-12-16

BUY

79.100

Gavin Graham

A gold stock where there is a lot of growth in production coming through, 5 new mines in 18 months.

2010-10-29

TOP SHORT

73.480

Recent big movement up and should move back to trading range.

2010-10-08

PAST TOP PICK

73.110

(A Top Pick Sept 11/09. Down 4%.) Got stopped out on this one but he would Buy it today. Went through some operational issues on the start-up on a couple of their new mines, which now seems to be okay. Popular with US investors and a good growth name.

2010-09-28

BUY

71.830

Paul Harris, CFA

Solid company. Low-cost production. Continuing to grow production.

2010-09-23

WEAK BUY

57.090

Michael Smedley

Long established company. Has been working in a highly productive area of Quebec. Nice operation in Finland also. It’s in a downward path. Tends to go into smaller ones at the moment. He isn’t buying right now.

2010-07-29

TOP PICK

59.890

His core gold exposure. Gold had a recent run-up and has pulled back. This stock flat lined for a year because of operating problems bringing on new mines. Expecting huge amounts of cash flow in the foreseeable future.

2010-07-06

Comment

60.910

Barry Schwartz

Totally confused with what is going on in the gold stocks. Gold is rushing higher but gold stocks don't seem to respond. If you want to own gold, it is probably best to own physical gold through an ETF.

2010-06-14

BUY

63.860

Norman Levine

Gold prices are starting to go up to their old highs of a few months ago. This company has held back compared to some of the others. High quality stock.

2010-05-05

TOP PICK

59.710

Low cost producer with a good growth profile. Gold price can go up or down and you own a great gold company.

2010-04-13

TOP PICK

58.280

Ranks well relative to its peers. He is very leery about gold but this one is trading around its support level. Exit below $55.

2010-04-06

BUY

58.080

Paul Gardner, CFA

Likes the intermediate gold producers at the moment. This is a low-cost producer. Good growth profile.

2010-04-01

Comment

56.650

Barry Schwartz

(Market Call Minute.) Terrific suite of assets. Nice gold play but he prefers Barrick (ABX-T).

2010-03-24

DON'T BUY

58.540

Michael Smedley

Unfortunate reported a quarter ago and one or two cylinders not firing properly. Certain other gold stocks might do well. It has always been rather expensively priced and always bought by Americans.

2010-02-23

BUY

60.420

Barry Schwartz

Mostly gold, nice suite of assets. Did have a production problem. If you are a long-term believer in copper and gold this could it a buy. He prefers ABX.

2010-02-22

PAST TOP PICK

60.720

Robert Cohen B.A.Sc., MBA, CFA

(Top Pick Feb. 19/09, Down 3.41%)

2010-02-19

STRONG BUY

62.870

Paul Harris, CFA

The stock has under performed the gold price and is relatively cheap. A lot of smaller ‘might find’ stocks went up earlier. You should buy gold stocks here because they don’t represent the price of gold.

2010-02-18

SELL

54.050

Peter Hodson

Very expensive compared to some of the other companies that are producing. There are better ones to choose from.

2010-02-04

HOLD

55.960

Colin Stewart

Generally positive on gold. Well managed company. Great assets and a low cost producer.

2010-01-28

HOLD

58.800

Paul Harris, CFA

Very neutral on gold and thinks gold will be sticking at the current levels. Likes this company but not a buyer or seller at this time.

2010-01-18

PAST TOP PICK

60.530

(Top Pick Aug 11/08, Up 22.5%) All their problems are fixable. They revised their guidance. They had some recovery issues in Finland and now they have that project at 85% recovery. New mines in Nunavit and Mexico are in production now. Rapid growth.

2010-01-12

BUY

57.600

Has pulled back with the other golds, but they came out with guidance that was less than what the investment community was looking for, but there are prospects of increasing the production over the next years in addition to what the market expects.

2009-12-22

TOP PICK

56.460

If you are going to be in the gold sector, you have to own high quality, low-cost producers with long reserve life. This one is not operating so well right now so you have an opportunity to get gold ounces at a reduced valuation.

2009-12-21

Comment

57.520

Philip Doyle

Views gold as a hedge against a dramatic downside and uncertainty rather than an asset. Makes it difficult to valuate gold companies and is best played by gold company experts who can evaluate them against each other. This company is a premier producer but is difficult to look at it on a valuation basis.

2009-12-18

TOP PICK

64.870

Had a pullback when it took a couple of hits because of a mine there are bringing into operation and took the loss last quarter. Expect it will take off when production kicks in. Low cost producer and great jurisdictions.

2009-12-11

PAST TOP PICK

64.510

Michael Smedley

(A Top Pick Nov 25/08. Up 52.52%.)

2009-12-08

TOP PICK

62.930

Had a production problem at one of their mines and street reacted very negatively. He is not concerned with this but with how much resource they have in the ground. Good operations and have base metals with good resources.

2009-11-12

TOP PICK

63.860

Low cost producer with a production growth profile. There are not very many of them in the intermediate/senior space. On an incredible growth path. They stubbed their toe recently and he is adding to the position. Can have great appreciation over 5 years no matter what gold decides to do.

2009-11-10

BUY on WEAKNESS

60.280

Peter Grandich

Starting to see several mining shares, including producers, declining in spite of higher gold prices. Usually an early sign that a correction or consolidation is here. But on any consolidation/correction of 5%-10% producers like Yamana (YRI-T) or Agnico-Eagle (AEM-T) would be a Buy.

2009-11-05

BUY

60.390

Ken McCord

Gold is the one area that he is bullish on.

2009-11-04

SELL

57.600

David Cockfield

(Market Call Minute.) Recent numbers were not good.

2009-10-30

TOP PICK

61.190

(A Top Pick Nov 28/08. Up 28.96%.)Very low-cost producer. Just announced some losses due to the start up costs of 2 new mines. Good management and good property.

2009-10-29

BUY

66.100

Any of the senior golds would be fine. His preferences are Eldorado (ELD-T), Iamgold (IMG-T) and GoldCorp (G-T). (See Top picks.)

2009-10-28

PAST TOP SHORT

76.260

(A Top Short Oct 10/08. Up 20%.) No longer a Short.

2009-10-07

Comment

69.250

Keith Richards

Support line lies at about $70. If it can stay above that it is good news otherwise it could fall quite a ways. $65 is the 50-day moving average and $62 on the 200.

2009-09-24

BUY on WEAKNESS

76.010

Steve Carlin

Would try to get in at $68.

2009-09-16

TOP PICK

75.250

Likes companies that are doing well in the current environment. They don't need things to get a lot better to make money. Expected to triple production between now and 2012. They don't need cash. Will double their cash flow in the next year. Very little political risk. Probably the “go to” name for US institutional investors.

2009-09-14

TOP PICK

73.150

(A Top Pick Nov 28/08. Up 50.62%.) One of the lowest cost gold producers. He likes the mid-caps because these are the ones the big companies will be looking to buy. Great management team.

2009-09-04

Comment

61.080

Stan Wong

Versus Seabridge Golds (SEA-T) or Barrick (ABX-T). Likes the gold space but prefers it through the producers in iUnits Gold S&P/TSX ETF (XGD-T). Barrick still has some hedging so this one might be a little better. He prefers owning the group or commodity rather than individual names.

2009-07-30

Comment

60.320

Peter Brieger

Lots of cash reserves. Great exploration potential and a potential for increased production. He prefers playing gold through the XGD-T.

2009-06-16

PAST TOP PICK

64.810

(A Top Pick Nov 28/08. Up 35.3%.) Sold this one at $68 for a gain of 12.41%. He may buy this again.

2009-05-22

DON'T BUY

52.370

Benj Gallander

They’ve taken on an incredible amount of debt and that is the problem. Way too much debt. Gold is pretty fairly valued.

2009-05-01

WAIT

61.820

His style is not to do market timing but instead, try to own the highest quality company with a good growth profile. The 2 that he likes are Goldcorp (G-T) and Agnico-Eagle (AEM-T). He buys and sells on valuation, which has big trading bands. Gold comes off from now until summer.

2009-04-06

PAST TOP PICK

64.240

(A Top Pick July 25/08. Up 5.5%.) In and out of this with a net gain of 96%. Currently out of gold because he thinks the relative value of oil producers merits consideration. Will go back in when oil balances in his portfolio.

2009-03-13

BUY

63.920

Gerald Allaye-Chan

Likely to double production in each of the next 2 years.

2009-03-06

TOP PICK

65.330

Bullish on gold. This company has a great growth story with a number of new mines coming on. By the time their last mine comes on in 2010 will be at 1.2 million ounces production at expected cash costs of $285. They don't have to raise capital.

2009-02-19

DON'T BUY

65.770

Ken McCord

He has a short on this one because he is more worried about their base metal business. Worried about their Q4 report. Would prefer to stick to pure gold.

2009-01-29

BUY

62.880

Peter Brieger

(Market Call Minute.) You want to own gold at this time.

2009-01-20

TOP PICK

62.000

Brendan Caldwell

Potential to increase production over the next number of years. Not hedged. Low cost producer.

2009-01-19

Comment

62.000