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| BUY | 32.270 | Rick Stuchberry | Strong payout. A commodity type stock so has an extra risk profile to it. Good yield. Well-managed. | 2011-11-03 | |
| BUY on WEAKNESS | 32.000 | Charles Oliver, HBSc CFA | Would be positively inclined if it pulled back into the $20’s. Rio Tinto (RIO-N), a part owner of the deposit, are looking at expanding production and potentially doubling it. Likes it long-term because of China and iron ore. Give it 3.1% and also they keep paying special dividends. | 2011-11-01 | |
| HOLD | 33.060 | Bill Carrigan | Chart looks favourable as it has stayed pretty steady between $40 and $32. | 2011-09-30 | |
| BUY | 36.600 | David Burrows | This is economically sensitive, but is a large holding for him. Iron Ore prices have held globally. If production costs go up it doesn’t hurt them. Pays a nice yield. If you believe that it is possible that growth can stay somewhat positive, this should continue to do quite well. Price is moving around because there is concern about the global economy. | 2011-09-13 | |
| HOLD | 34.630 | Douglas Kee | Decent yield of 3.1%. A little more volatile than some of the old trusts but well managed. | 2011-08-29 | |
| BUY | 36.720 | David Burrows | Been a top pick of his a few times. In the top 10 in his firm. Great way to play Iron Ore. As long as they grow production over time you get that dividend and increases over time. It’s not impossible for some one to come along and want to buy them. Great income stream. | 2011-06-28 | |
| BUY | 79.100 | David Burrows | Iron ore is in pretty tight supply. Chinese supplies look like they are only a month. There are only a few large players in the space. This one not only has a 15% ownership in Iron Ore Company of Canada but they also get a 7% royalty on all the iron ore produced. Benefits from rising prices, but doesn’t get hurt by rising costs. Great yield. | 2011-04-07 | |
| TOP PICK | 72.990 | David Burrows | Have 15% of the Iron Ore Co of Canada. They get a royalty on the production. Very strong demand globally for iron ore. Production is likely to go from 18 million tons to 26 million tons over the next couple of years. Can grow production to 50 million tons with the right investment with their partners. 100 years of reserve life. Good yield. | 2011-03-01 | |
| HOLD | 72.510 | Martin Hubbes, CFA | The challenge longer term is that there is lots of iron ore. There will be quite a bit of production coming on over the next several years because everyone is aware of the demand from China. Easy money has been made. Not a Sell as he thinks it will still do OK. | 2011-02-15 | |
| Comment | 44.310 | Michael Simpson, CFA | World-class iron ore deposit in Labrador. Iron ore prices are quite strong. No debt. Will be converting. If you are bullish on world steel demand, continue to hold. | 2010-07-07 | |
| PAST TOP PICK | 48.200 | Michael Decter | (Top Pick June 15/09, Up 50.34%) Trimmed position after it had a big run into Consolidated Thompson. Now there is growth ahead of this one. Big future in Chinese demand. | 2010-06-11 | |
| BUY | 53.500 | Douglas Kee | An interesting company with a decent yield. There is a demand for iron ore out there so it is reasonably attractive. | 2010-04-20 | |
| BUY | 52.000 | Robert Lyon | (Caller asked about Labrador Iron Mines (LIM-T) but may have meant Labrador Iron Ore (LIF.UN-T) instead.) There is still good opportunity long-term. Good distribution. | 2010-04-09 | |
| HOLD | 47.550 | Michael Decter | (Market Call Minute.) China needs a lot of iron ore. | 2010-03-08 | |
| DON'T BUY | 47.050 | Bill Harris, CFA | Are not commodities any more, but cartels. The main producers have contracted just enough. They cut production of Potash to keep the price up. You are owning an income stream from a cartel and how long does that go on for. He feels it is fully priced here. | 2010-02-02 | |
| BUY | 48.500 | Dean Orrico | Great company because it truly is a royalty play. Has exposure to Iron Ore Company with both an equity and royalty interest. He believes iron ore prices are going to be strong. Just a matter of time before Rio Tinto (RTP-N) takes them out. | 2010-01-20 | |
| PAST TOP PICK | 44.250 | Robert Lauzon | (A Top Pick March 2/09. Up 78.4%.) A royalty. They get first claim on cash flow out of the Iron Ore. Thinks it will be a takeover. | 2010-01-06 | |
| BUY | 40.100 | Michele Robitaille | Level of distribution is very dependent on outlook for iron ore, which is currently looking quite strong. This is driven by Chinese steel demand. Expecting 4.9% distribution will go up next year. | 2009-11-25 | |
| PAST TOP PICK | 37.800 | Robert Lauzon | (A Top Pick March 2/09. Up 60%.) Trimmed a little but nothing substantial. Royalty stream coming from iron ore. Good way to diversify your portfolio. 50 year reserve life. | 2009-10-05 | |
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| BUY | 37.750 | Alexander Lane, B Comm, C | Owns a 7% overriding royalty interest in Iron Ore Company of Canada as well as a 15% direct interest. Distribution is sustainable and shouldn't be affected by their current version to a corporation. 5.3% yield. | 2009-09-21 | |
| BUY | 36.900 | Michele Robitaille | Have a nice run on the back of the strength of iron ore. This is a play on the China story. Distribution should be sustainable. Longer-term she expects them to expand their operations, which will bode well. Sees some decent upside. 5.4% yield. | 2009-09-11 | |
| SELL | 35.570 | Steven Conville | 60% rate of return. Likes it. Modestly bullish on. Sell it and hold cash and give it another 12 months. Every time you don’t sell you have that “Canadian Experience” when you don’t sell. | 2009-08-17 | |
| BUY | 33.500 | Peter Brieger | (Market Call Minute.) Thinks iron ore prices are going up so Buy for the long term. | 2009-06-16 | |
| TOP PICK | 34.020 | Michael Decter | Likes what is happening in terms of Chinese demand for iron ore. Iron ore companies are going to do very well. No debt. 5.88% yield. | 2009-06-15 | |
| PAST TOP PICK | 33.430 | Michael Smedley | (A Top Pick Apr 1/08. Down 31.12%.) Improved considerably over the past few months. Distribution should be safe. Probably the longest stated reserve life in the world. | 2009-06-10 | |
| PAST TOP PICK | 32.030 | Ken McCord | (A Top Pick May 23/08. Down 36.99%.) Sold it in July and bought it back in March. Lightened up on it a day or so ago. Thinks it will lead in the economic rebound. | 2009-06-09 | |
| SELL | 28.750 | Paul VanEeden | (Market Call Minute.) Iron ore prices are going to come down. Rio Tinto (RTP-N) just negotiated with the Japanese and iron ore prices came down 33%. Thinks Chinese will be tougher negotiators. | 2009-05-29 | |
| WATCH | 28.300 | Michele Robitaille | Would be a little bit patient as there could be a bit of a pullback. Pretty safe revenue stream because it is a royalty but is very much predicated on iron ore contracts, which have not been settled for this year yet. Wait for some clarity on this. | 2009-05-22 | |
| PAST TOP PICK | 26.160 | Michael Smedley | (Top Pick Apr 1/08 Down 46%) Totally reliable company. 7.7% yield. | 2009-04-28 | |
| TOP PICK | 24.680 | Robert Lauzon | Owns 7% royalties and has a 15% stake in Iron Ore Company of Canada. Really a royalty stream. This year he is expecting about $2 per share, which gives about 10% yield. | 2009-03-02 | |
| BUY | 25.900 | Veronika Hirsch | Iron ore inventory seems to be clearing up now, which will bode well for the iron ore price negotiations. Good safe dividend. No balance sheet issues. 7.75% yield. | 2009-02-05 | |
| HOLD | 19.550 | Bill MacLachlan | All the metals have been hammered. Distribution is not necessarily safe, but doubts it will be cut to zero. Have some tremendous competitive advantages. Low cost producer and ship globally. Will be a good source of return if you wait 3 to 5 years. | 2008-12-11 | |
| Comment | 19.420 | Peter Gibson | (Market Call Minute.) One of the few names that ranks well globally. Will be under pressure because of concerns about steel. | 2008-12-09 | |
| BUY | 19.000 | Michael Simpson, CFA | (Market Call Minute.) $84 million in cash. No debt. Market is punishing it based on iron ore prices. | 2008-11-20 | |
| TOP PICK | 31.120 | Sandy McIntyre | Cyclical business and we are going into recession, but the assets are multi-decade assets. No debt. Have generated free cash flow year after year. | 2008-10-24 | |
| Comment | 30.700 | Bill MacLachlan | Demand for China will probably decrease. Thinks the distribution is likely safe. Low cost producer and well run. Not a guarantee as commodity prices could fluctuate wildly from here. | 2008-10-23 | |
| Comment | 51.860 | Michael Decter | Likes the entire steel story and metallurgical coal. On his radar screen but doesn't own it. Hasn't studied it well enough but it could be an interesting Buy. | 2008-09-23 | |
| BUY | 55.720 | Peter Gibson | 34% ROE, which is a rate you would only see 3% of the time historically. Good profit growth. | 2008-08-29 | |
| BUY | 55.720 | Steve Carlin | Very well positioned and thinks the distribution is safe. There has been a lot of conjecture about what steel prices are going to do going forward but he thinks the commodity will stay strong.. | 2008-08-29 | |
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| BUY | 50.500 | Ken McCord | Likes this one a lot. Steel production is in an excellent position. An interesting thing in this industry is vertical integration such as an iron ore company buying a coal company. | 2008-07-29 | |
| TOP PICK | 53.360 | Neil Wickham | 7% royalty and 15% equity in Iron Ore Co. Iron Ore Co. is in the process of spending $500 million to expand production. Strong iron ore needs, particularly in China and India. | 2008-07-14 | |
| DON'T BUY | 54.530 | Andrew Cook | Would be a little cautious right now seeing the growth scare in the market. Steel producers were down quite a bit today and he suspects that some of the iron ore producers would have the same weaknesses. | 2008-07-02 | |
| TOP PICK | 56.500 | Ken McCord | Good yield of about 3.4%. Fundamentals on energy, metals and agriculture are very good. This one continues to beat numbers. | 2008-05-23 | |
| BUY | 58.500 | Norman Levine | Favourably disposed to iron ore and longer-term it looks good. Good payout. | 2008-05-12 | |
| Comment | 56.990 | Kevin Hall BComm, CFA | Iron ore prices have been going up substantially. Expect distributions will go up this year. If you own and you have made big gains, consider taking some money off the table. | 2008-05-06 | |
| WEAK BUY | 58.550 | Ravi Sood | Prices of iron ore are currently very high. This one is now at a good value and there are others that are higher leveraged plays that would be more attractive. His favourite would be Baffinland Iron (BIM-T), which is on the speculative end. | 2008-04-21 | |
| TOP PICK | 53.990 | Michael Smedley | There is nothing better today than a selection of certain royalty and income fund trusts. Absolutely fantastic and don't worry about 2011. Looks like it has the ability to continue to shine. 2.6% yield. As colossal reserves. | 2008-04-01 | |
| BUY | 56.250 | Lyle Stein | A security. Looking for securities not just stock in this market environment. Securities pay while your waiting. A great place in the market place around the world to participate in a 2-3 year cycle. Getting growth and a hard asset. | 2008-03-28 | |
| BUY | 51.600 | Bill Belovay | Iron ore has become the new gold. China has consumed so far, 2 billion tons of steel and this could go up to 10 or even 20 billion. This is probably a good place to be for at least the next 2 years. | 2008-03-13 | |
| TOP PICK | 53.150 | Derek Webb, CFA | Low risk. Iron ore prices are skyrocketing. Yields 10% and probably higher because iron ore prices are going up. Chances are good that it will get taken out. | 2008-03-11 | |
| TOP PICK | 52.610 | Bill Shaw | Just signed contracts at 65% increases to 5 major producers. This will mean that the distributions can increase. Reserve life is estimated at more than 35 years. | 2008-02-19 | |
| HOLD | 45.800 | Michael Decter | There has been a big price run on iron ore, which has catapulted this income fund. It's had a good run so he would be a little careful about it at this time. | 2008-02-11 | |
| BUY | 41.100 | Michael Simpson, CFA | This is a great play on iron ore with assets in Labrador. Produce iron ore concentrate and pellets that are used in steel mills in Europe and Asia. 3 major mining companies control this. Expect it will eventually be consolidated. Fundamentals are good for iron ore. | 2008-01-22 | |
| BUY | 39.800 | Michele Robitaille | Expecting iron ore pricing to be quite strong going into 2008. Estimates are for a 25% increase. Good production profile. | 2007-11-28 | |
| TOP PICK | 39.800 | Derek Webb, CFA | It is expected that iron ore prices could rise 50% over the next year. There are also a lot of rumours that it is a takeover target. 11% yield. | 2007-11-28 | |
| TOP PICK | 42.110 | Kenneth P. Norquay, CMT | Chart shows a sideways move from early 2005 to early 2007 and then it goes into an uptrend. This is a bullish sign. | 2007-11-09 | |
| TOP PICK | 42.420 | Kenneth P. Norquay, CMT | Peaked at around $30 in 05, went sideways until just recently. Broke out and started to go up which is a very positive sign. | 2007-10-12 | |
| BUY | 35.210 | Kevin Hall BComm, CFA | Outlook for iron ore prices is quite strong. Expecting a pretty healthy distribution increase in 2008. They own 15% of Iron Ore Co of Canada and there's speculation it will be taken over. Still upside if a takeover were to happen. | 2007-07-11 | |
| BUY | 29.620 | Norman Levine | The outlook for iron ore continues to do well. This is a good play for income-oriented investors. | 2007-04-16 | |
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| BUY | 24.430 | Ben Cheng | Not purely a royalty or income trust. Has a dividend and has an equity holding within the Labrador Iron Ore property itself. A good trust to own. | 2006-12-01 | |
| TOP PICK | 26.600 | Bob Stodgell | Pays 5% yield plus a dividend. It is a royalty. The company owns 15% of Iron Ore of Canada. There is a call on iron ore. Three major producers. In a bit of a turmoil right now which is causing a bit of weakness. Iron ore has a long reserve life-30 years. A great income stream. Paid $26.00 recently. | 2006-03-02 | |
| DON'T BUY | 27.500 | Garth Jestley | Has been a great performer over the last few years. The story for this trust rests in China and its robust growth. Labrador has a royalty interest in their production. The major producers of iron ore have enormous expansion plans which could be a problem for current high prices. | 2005-12-02 | |
| HOLD | 23.850 | Michele Robitaille | Iron ore prices have been quite strong. Will probably soften over the next couple of years. but outlook for the next 1/2 years is quite strong before there is a pull back in prices. IOC, in which they have a large holding, has just re-instated dividends which will affect distributions positively. Look at trimming back your position after you have your next distribution payment. | 2005-11-18 | |
| TOP PICK | 25.500 | Bob Stodgell | Has a 7% royalty on all the iron ore the Iron Ore Company of Canada sells as well as a 15% stake in Iron Ore. Reserve life is 35/40 years. A modest dividend, but sees this increasing through their 15% holding. There is a feeling that the Iron Ore dividend will be reinstated. Also feels there's a long term demand cycle for many of the commodities. | 2005-10-13 | |
| WEAK BUY | 25.250 | Kevin Hall BComm, CFA | It's been a good name, we continue to hold and like it. They are going to stay strong. Huge production and demand of steel coming out of China which should help. | 2005-08-26 | |
| PAST TOP PICK | 25.900 | Sandy McIntyre | (A Top Pick May 13/05. Up 13.5%.) Still likes the story. | 2005-08-12 | |
| BUY | 24.000 | Matt Baillie | Feels there is still hidden value in this trust. | 2005-06-01 | |
| TOP PICK | 23.000 | Sandy McIntyre | Iron Ore Company of Canada pays a royalty on production. Looking at very stable and rising production. They will be developing a pellet plant which will give them a higher valued product. Own 15% of Iron Ore, but doesn't see that in the share price. Expects ditributions to rise. Low yield, but long duration assets, sustainability and quality of cash flow. | 2005-05-13 | |
| BUY | 24.700 | Kevin Hall BComm, CFA | To mitigate interest rate risks, tilt your portfolio towards economically sensitive income trusts such as oil/gas sector, resource plays like Fording Canadian Coal (FDG.UN-T), Labrador Iron Ore (LIF.UN-T) as well as business trusts that can deliver you decent growth going forward. A growth in distributions will do a very good job in offsetting rising rate impacts. | 2005-05-06 | |
| WATCH | 22.750 | Ron Meisels | It should find some support here. Got far away from its 200 day moving average in March which normally means profit taking which has happened. The market and stock oversold. The next move should be up, but would wait for an upward reaction to see if it will move into a new high terrirtory.. | 2005-04-11 | |
| BUY | 28.200 | Michele Robitaille | A high quality name. Took a jump up based on the news that they are going to realize over 70% increase in iron ore pricing. Has also just been added to S&P/TSX Cap Income Trust Index. Outlook is quite good for the longer term. | 2005-03-18 | |
| BUY | 28.800 | Dean Orrico | Playing on the commodity theme and China, there's an enormous appetite coming out of China for iron ore. Could be a takeover target by Rio Tinto (RTP-N). Fairly stable yield. Increasing cash flow. | 2005-02-25 | |
| BUY | 26.800 | Michael Smedley | Long term, an absolute tremendous hold. One of the great reserve life mining companies in the world. | 2005-02-23 | |
| STRONG BUY | 26.100 | Bill Shaw | Iron ore prices have been on a tear. Steel production needds this and demand for steel has been strong. Rio Tinto (RTP-N) owns a majority position, so they may want to take out the balance. Definitely upside from here. | 2005-02-22 | |
| DON'T BUY | 26.900 | Kevin Hall BComm, CFA | A royalty fund. They get a 7% royalty from revenues of Labrador Iron Ore sales. Demand for iron ore pellets is going up. Expects another price increase this year. Also an increase in production is slated once their facilities are expanded. A lot of the good news is already priced in. If you own, take some profits and buy back on dips. | 2005-02-04 | |
| TOP PICK | 24.650 | Matt Baillie | Pays about 4%. Iron ore is going up in price. Steel went up 60% last year but iron ore only went up 20%. Should catch up this year. The company is expanding. Owns some hidden value in a private iron ore company that it doesn't receive any cash flow from. | 2005-01-27 | |
| BUY | 22.150 | Norman Levine | Iron ore is a very attractive commodity. Unlike other commodities, the price is set between the mines and the steel companies. Outlook for the next couple of years is quite good. Expects an increase in their payout in the next year or two. | 2004-12-22 | |
| BUY | 17.500 | Glenn MacNeill, P.Eng. | Won't be an exciting company but a good trust. Long life assets. | 2004-06-25 | |
| BUY | 18.810 | Garth Jestley | The boom of steel in China has created a demand for coal. 3 ways to play coal is Fording, Labrador Iron Ore and Westshore Terminal. All three are good. | 2004-01-21 | |
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| HOLD | 18.300 | Peter Brieger | The run-up has to do with the shortage of iron ore. Expect there will be some expansion, but it is a year or two away. | 2003-12-22 | |
| BUY | 17.300 | John Priestman | One way to play coal. The price of coal is rising. | 2003-11-07 | |
| WEAK BUY | 15.050 | Sandy McIntyre | Has a 100 year resource base plus a royalty paid by Labrador Co. of Canada. A little expensive now. | 2003-05-07 | |
| PAST TOP PICK | 14.730 | Ben Cheng | (Was a top pick on April 16. Up 4%) | 2002-07-12 | |
| TOP PICK | 14.100 | Ben Cheng | Should go up in the next 3/6 months. | 2002-04-16 | |
| DON'T BUY | 14.790 | Bill Shaw | They sold their shares and took profits because the yield has dropped to 6%. | 2002-03-26 | |
| DON'T BUY | 14.980 | Sandy McIntyre | Has some concerns. | 2002-03-20 | |
| WEAK BUY | 14.650 | Sandy McIntyre | Expects a cut on distribution. Too pricey in the short term, but long term should be okay. | 2002-02-26 | |
| HOLD | 12.200 | Bill Shaw | Will probably cut the dividend. Close to valuation.. | 2001-10-04 | |
| BUY | 11.950 | Sandy McIntyre | Long reserve life. At the bottom of the cycle. Expects a $1 distribution. On a $11/12 stock its a 9.6% yield. | 2001-10-02 | |
| PAST TOP PICK | 15.450 | Eric Bushell | (Was a top pick on Mar 9/01 stayed even) | 2001-09-06 | |
| BUY | 15.000 | Bill Shaw | Yield of 10%. Stable. | 2001-08-16 | |
| STRONG BUY | 15.350 | Bill Shaw | Has an asset with a long life. Yield 10%. Well managed. | 2001-06-26 | |
| TOP PICK | 14.850 | Bill Shaw | Gets royalties on iron ore pellets. | 2001-05-15 | |
| TOP PICK | 14.500 | Bill Shaw | Long life. Good dividend. | 2001-04-26 | |
| STRONG BUY | 14.850 | Bill Shaw | A takeover target. Valuation $18/24.7050 year reserves | 2001-03-13 | |
| TOP PICK | 15.050 | Eric Bushell | Highest quality income trust.Prices on iron ore are good | 2001-03-09 |
