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| DON'T BUY | 44.710 | Bill Harris, CFA | Eliminating mining risks through a royalty program is a brilliant idea. The problem is, they are expensive. Starting to look at this one. | 2011-11-22 | |
| TOP PICK | 43.100 | Jaime Carrasco | Gold. Held on very nicely during the volatility. Steady cash flow grower. Dividend continues to increase. | 2011-11-11 | |
| DON'T BUY | 42.630 | Michael Decter | Had owned this some time ago until he felt it was getting pricey. Have always had great respect for this company and its ability to do things cleverly but still feels it is a bit pricey. | 2011-11-10 | |
| DON'T BUY | 35.880 | Brian Acker, CA | Rotating out of Goldcorp (G-T) and into Franco Nevada (FNV-T) for the dividend? This would be a big mistake. His model price for Franco Nevada is $26.31, a negative 27%. Very expensive stock. GoldCorp’s model price is $52.16, an 8% upside. | 2011-07-08 | |
| PAST TOP PICK | 36.850 | Gavin Graham | (A Top Pick July 9/10. Up 20.22%.) | 2011-06-23 | |
| PAST TOP PICK | 36.390 | Gavin Graham | (A Top Pick July 9/10. Up 18.51%.) Gold. A royalty company and get .05% and 4% to 5% of every ounce of gold, platinum and silver that gets produced. Have a bunch of new mines coming on stream. Even if the price of gold does nothing they will have growth in earnings. | 2011-05-20 | |
| TOP PICK | 30.930 | Gavin Graham | On this one you don't care what the cost is on getting gold out because it is a royalty play. You get a royalty on every single ounce that is produced. About 1% yield. Putting about $350 million into a new mine in BC. Looking to increase exposure to gold although they have oil and base metals as well. | 2010-07-09 | |
| TOP PICK | 28.850 | Nick Majendie | Because of past deals, they should have growth of about 40% in cash flows over the next couple of years. Have significant amounts of cash and credit lines, which he expects will result in another deal. | 2010-05-04 | |
| WAIT | 27.690 | Don Vialoux | Normally gold runs from the 2nd week of July to the 1st week in January. Gold will probably go sideways until the summer. | 2010-02-03 | |
| BUY | 27.540 | David Baskin | Looking to acquire International Royalty (IRC-T). Very smart company that knows the industry very well. Great track record of adding value for shareholders. | 2009-12-15 | |
| Comment | 29.950 | Rick Stuchberry | People buying this stock think gold is going to be very much higher. If you are positive on gold, this is well run and a good royalty. | 2009-05-28 | |
| HOLD | 25.480 | Greg A. Taylor, CFA, BBA | (Market Call Minute.) A play on the gold sector with an overlay on the oil sector. Looking at gold to be flat or down for next summer. | 2009-05-07 | |
| DON'T BUY | 24.750 | Brian Acker, CA | Model price of $9.50. Wouldn’t touch with 10 Foot pole Kinross is coming back nicely. | 2009-04-21 | |
| BUY | 25.180 | Rick Stuchberry | Good intermediate gold. A place to hide if you think gold will do better over the next 6 months to a year. | 2009-04-03 | |
| BUY on WEAKNESS | 27.200 | Bruce Campbell | Gold royalty company. They don't have execution and production risks. Have NSR (Net Smelter Royalty), which is a way of financing for the mines. If the company has a mine that they want to bring into production, they would sell a 2% royalty to them. The royalty is off of the top (revenues). | 2009-02-23 | |
| SELL | 27.650 | Charles Oliver, HBSc CFA | (Market Call Minute.) On the short-term basis, it’s one of the more expensive stocks so he would be trimming and buying something cheaper. | 2009-02-18 | |
| SELL | 26.270 | John Zechner | Not one of his favourites in the gold sector right now. Too many other metal commodities. If there is a rebound in the market, gold will under perform. | 2009-02-02 | |
| PAST TOP PICK | 23.530 | Michael Decter | (A Top Pick Jan 7/08. Up 48.8%.) Just took his profits and swung to Energy Savings (SIF.UN-T). (See Top Picks.) | 2009-01-28 | |
| Comment | 19.160 | David Burrows | (Market Call Minute.) Great business model in an environment where companies have a hard time raising capital. A palatable type of financing for a lot of companies. | 2009-01-07 | |
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| Comment | 19.650 | Charles Oliver, HBSc CFA | Would like to see them by some royalties at this time but they indicated they would be keeping their powder dry. Holding cash does not earn anything for the shareholder. Low risk. Little expensive. | 2008-09-17 | |
| Comment | 22.040 | Ron Meisels | Stock is in a positive zone. Recent high was around $23 and is now trying to break through that. | 2008-06-19 | |
| Comment | 20.000 | David Burrows | Very good business model. The only thing in the short run is that the idea of providing financing through payback by way of a royalty is less attractive in a world where there is lots of money available for financing. Would choose Arc Energy (AE.UN-T) over this one. | 2008-04-18 | |
| BUY | 20.480 | Gavin Graham | Announced that they are going to spend $250 million in acquisitions. On his radar screen. Another way to play gold without worrying about the costs of extraction because it is royalties. Also has oil sand royalties. | 2008-04-09 | |
| BUY | 22.110 | Gavin Graham | The original Franco Nevada made you 5X your money. Have royalties on gold, silver and the oil sands. Gives you both sides of energy and precious metals. A great play on higher prices. | 2008-03-06 | |
| BUY | 17.500 | Bruce Campbell | Essentially a royalty Company, so the gold mine produces and they get 3% of the gold price. They have a whole portfolio of mines all over the world. Not a bad way to have some gold exposure. | 2008-01-23 | |
| WAIT | 20.510 | David Baskin | Investors made fortunes on the old company the first time around and there is no reason to think that it won't happen again. A little worried about over-enthusiasm on its first month of trading. Would wait a while and watch it trade for 2 or 3 months. | 2008-01-14 | |
| TOP PICK | 16.400 | Michael Decter | Wonderful business model. They have over 150 royalty interests, so you are buying a portfolio of revenues. This is a spin out from the old Franco Nevada. They did brilliantly the first time and thinks they will do the same a second time. | 2008-01-07 |
