STOCKCHASE

Premier copper producer out of Zambia with a recent acquisition in Peru. $600 million in cash. Feels there is a very good market for copper in 2012-2013. Could probably double its production by over 1,000,000 pounds by 2014-2015. The catalyst will be when their Ravenscourt Australia nickel project comes on in the 1st half of 2012.

2011-12-15

DON'T BUY

20.610

Bruce Campbell

With this you are buying copper in Africa. In a poor market this could drop to $15 in a heart beat because of the company’s risk profile. This is not a market to be going out on a limb to take risk.

2011-12-07

DON'T BUY

17.450

Bill Harris, CFA

Have got some great projects globally but have some political issues in Zambia. Also copper prices are coming off. Risk profile is getting better but falls in the country risk category.

2011-11-22

TOP PICK

13.950

Hap (Robert) Sneddon FCSI

This stock reflects $225-$250 copper prices. One of the premier producers. Cash cost around $1.30-$1.40. 600 million pounds of copper, growing to 1 million in the next few years. Tremendous growth.

2011-09-30

Comment

21.130

Breaking through the $120 level was critical. It either holds at around $100 or it will come in at around the high $80’s or low $90s. (Please note. A viewer corrected us as we had the wrong symbol. Reviewed our tapes but not sure where BNN got their figures from. They show current price as $103.64 but this stock has never gone beyond $29.60 in 52 weeks.)

2011-08-08

PAST TOP PICK

136.510

(A Top Pick March 29/10. Up 42.49%.)

2011-04-25

BUY

121.200

Stan Wong

You are going to see some of the beneficiaries of what is happening in Japan. Eventually the copper space will be the place to be in. Name looks very good in his model. He likes TCK.B-T a little better.

2011-03-17

Comment

128.150

Martin Hubbes, CFA

If you are optimistic about copper prices, it is a Buy here as it has one of the highest torques to copper price movement. Sold his holdings when they had a lot of issues with the Democratic Republic of Congo with the loss of some of the rights to their properties.

2011-02-15

SELL

128.150

John O'Connell, CFA

Big copper play. Copper prices have been very firm. FM could be a take over candidate at some point but that is not a reason to own it. He would take half profits at this point. It is a volatile story in politically sensitive areas. Prefers BHP.

2011-02-15

HOLD

133.700

Likes the outlook for copper. Very focused in Zambia and recently into Peru. Very strong production profile and expects it will double in the next 4 years.

2011-02-14

Comment

133.000

A play on copper and the Chinese demand story. You have to factor in some of the political environment where it is operating, which is the concern and the discount that is applied. If comfortable with that there is no reason this shouldn’t go higher.

2011-02-07

SELL

112.850

Would be more of a Seller than a Buyer on materials stocks in Canada. Sell or scale back your position and possibly getting back in at the $48 level. His model price is $135, a possible 24% positive differential.

2011-01-05

SELL

95.130

Hap (Robert) Sneddon FCSI

$125.40 model price. Even though it is not near his model price, he recommends selling it now. Re-balances every month but still owns some.

2010-11-08

SELL ON STRENGTH

64.000

Ron Meisels

Fallen below its 200-day moving average and has come below a down trend line. Difficult to see a descending triangle. Chart shows it has not been able to meet previous highs and is now in a trading range. Could rally up to about $74-$75, which is where you should get out.

2010-09-08

Comment

62.440

Looking at the mining sector, compared to all other sectors, it is one of the weaker ones. If itt got up to $70-$75, consider selling.

2010-07-08

DON'T BUY

55.640

Bill Harris, CFA

Held up by political risk of being located in the Congo (DRC). Using free cash flow to diversify out of DRC, which is a longer-term prospect. Selling at a discount to NAV. If copper stabilizes at around $3 stock should rally and you might make 20%-30% on a bounce back. He would look at other things instead.

2010-07-06

BUY

51.370

Jeff Parent B. Eng. FCSI

Copper is deeply over sold. Likes these stocks. It is possible that it is bottoming out. It is reaching a selling climax according to volume. Today’s volume is very positive for it bottoming out.

2010-06-09

Comment

57.300

Model price is $144 but keep in mind, its assets are in Africa and the latest down spike is one of the African countries is going to take one of their mines away. Very volatile. Great fundamentals. If you are a trader, the bottom is around $53.80 and could have a big bounce up to $75 very easily.

2010-05-27

TOP PICK

92.560

Copper and nickel. Sees good upside to copper going forward. Top tier in terms of quality of management, execution and low cost structure ($1 a lb.). Only risk is that it is in West Africa. Current dispute is into international arbitration and market is assuming it will get worked out.

2010-03-29

BUY

74.200

Copper producer with assets are in West Africa (DRC) so you have to accept political risk. Government pulled a project as they were not moving fast enough on developing. Now in arbitration. Rumours that government is seeking another partner. Still one of the lowest cost emerging copper producers globally. Still buying because it is a $100 stock.

2010-02-10

DON'T BUY

81.230

Steve Carlin

One of the best investments for exposure to copper but have now acquired Raventhorpe nickel property from BHP Billiton (BHP-N). This has watered down their exposure to copper somewhat but has also helped to alleviate concerns on one of their Congo mines. Very close to his target price.

2009-12-16

DON'T BUY

75.570

Steve Carlin

They have issues with the mine permit in the Congo. They think this is a good risk. The company has been able to resolve permits a couple of times in the last two years. It has gone through their target price so they would not be buying it.

2009-10-22

Comment

65.010

Ron Meisels

Had an exciting and very strong uptrend from about $15-$75. If you own, definitely use a stoploss. 200-day moving average is around $45. The huge gap quite often means there is going to be a pullback towards the 200-day average. Currently starting to drift below the 50 day moving average. There is a major uptrend and that line should be your stoploss.

2009-09-18

DON'T BUY

64.450

Rick Rule

(Market Call Minute.) Very high-quality people but he is nervous about the price of copper. If the base metal prices fall as he expects, this would be a premium play on copper.

2009-09-01

Comment

73.500

The Chinese are stockpiling copper. They will use it because the growth of the emerging middle class in China, India and Thailand will continue. This one is up 300% this year. Very volatile play. Congolese government could pose a risk.

2009-08-25

Comment

68.980

Andrew Cook

There is some potential for consolidation here. Doesn't see a lot of weakness in it but if you think there is someplace else that is going to do pretty well you might want to consider switching. On the longer-term perspective that should do pretty well.

2009-08-20

DON'T BUY

49.500

Steve Carlin

A little cautious on the whole mining sector right now. On this one, you have to believe on where copper prices are headed. There has to be more synchronized global growth in order to see copper prices go up much further. Fully valued.

2009-05-12

DON'T BUY

61.580

Paul Thornton

Market doesn’t like these stocks. If the US$ keeps strengthening it is a risky venture trying to figure out where the bottom is. A lot of resource stocks have made a lot of money since 2002 but there's no reason they can't go a lot lower.

2008-08-08

DON'T BUY

87.650

Michael Smedley

A rare animal. One of the modern times copper mines. Very little has gone into size production. Probably gets taken out later by someone who puts up with the country risk. He would prefer something in a safe country.

2008-02-21

Comment

74.560

The model price is still positive at $130. This is an upside of 60%. He also has positive revisions scores, but he is seeing the commodity plays rolling over. Downside risk is $63.25 even though there is a lot of value there.

2008-01-17

BUY

84.120

Has been whacked because of the selloff in base metals. Feels this will be a major producing mine, but if not, will be subdivided with individual parts sold off.

2008-01-02

SELL

80.360

Paul Thornton

(Market Call Minute) One of your big mining companies and one of the best performers in the Canadian market in years, but it’s breaking down here. Sell until you see a rally coming back in.

2007-11-21

TOP PICK

93.230

Bill Belovay

Pure copper play. Most of the operations are in Zambia and one in Mauritania. Also have a foothold in the Congo, a dangerous place. Because this is a big company, the Congo will make sure they are well protected.

2007-11-13

HOLD

83.530

Michael Smedley

This is the premier mining company in the copper belt in Zambia. Expect the company will be sold at some point.

2007-08-09

DON'T BUY

93.000

Jean-Francois Tardif

Management has done an unbelievable job. They have bought, developed and produced from many different mines and have many projects on the go. Not cheap. There is a rumour the company could be taken over. Prefers others that are cheaper.

2007-08-07

SELL

93.370

106.3 positive differential Close to a sell.

2007-06-07

HOLD

62.800

Veronika Hirsch

Cheap at 6 X earnings. Did a very good job growing production and has many opportunities to continue growing it. Clean balance sheet. Could see this being acquired. Doesn't like copper, but wouldn't sell it here.

2007-02-07

SELL

60.740

Michael Sprung

Basically a copper, gold, zinc producer. Very uncertain about their earnings next year.

2007-01-29

BUY

64.980