STOCKCHASE

Hap (Robert) Sneddon FCSI

Risk is not great. He still has half his original position. It is difficult to see how they move to the original 700,000 oz projection. These are very competent people, though. The jury is out as far has he is concerned.

2012-01-10

DON'T BUY

9.840

Don Vialoux

Base metal and gold. Not acting very well – a bit of a warning sign. Should have seasonal strength about now. He doesn’t like this one because it hasn’t even shown signs of bottoming.

2011-12-30

WAIT

9.770

James Hodgins

Been under a lot of pressure but particularly beat up because Gold Corp sold their block in it a couple of months ago. As far as he knows there is nothing wrong with the mine and it is a good project, very economic. When precious metals turn around it will definitely be a good stock.

2011-12-29

DON'T BUY

9.530

Chart shows a little double top at the end of 2010 and early 2011 followed by a breakdown through the trend line. He would look for support at around the $8 range. If it didn't hold there, you are probably looking at $5.50.

2011-12-15

DON'T BUY

11.530

Jeff Parent B. Eng. FCSI

Had been training in a range between $13 and $15 for quite a while. It has broken down but has also gone against the markets so it is clearly not market related but is company related. There is a downward trend channel. You want to see it breaking above $12.50.

2011-12-02

WAIT

11.190

Was a growth company when they first found the asset and was putting it into production. The amount of gold in the rock is not what there. Now the mine has to be tweaked. Just the mention of that in a skittish market can knock it down.

2011-11-22

BUY

12.300

Jaime Carrasco

Just reported profits of $40 million from the Malartic mine in Québec. This company is a start-up producer and as production kicks in, cost of production will come down. Good quality producer.

2011-11-11

HOLD

12.300

Now producing gold ore. Thinks the market had priced in perfection but it is very rare that I didn't mine starts up without some tinkering needed. They are getting things on track. Good, long-term play. Have another couple of projects on the back burner that could potentially give them growth.

2011-11-01

TOP PICK

12.560

John Zechner

Big mine just came online this year. Came under a lot of pressure this year. Big fund liquidated a lot of stock. Great new mine coming on and could be a takeover target. It looks really good here. SO they are missing a little on the production number on a start up mine – who doesn’t?

2011-10-28

WATCH

13.270

Ramping up to be a 600,000 ounce a year gold producer by 2013. World-class mine. Acquired Hammond Reef assets, which will be difficult as they are underwater. Look for a resource update by the end of this year.

2011-09-30

BUY

13.010

Gavin Graham

Now that the gold mine is producing, it is a question of who buys them out. A world-class resource in a political stable jurisdiction. If you're comfortable that gold prices are going to be in the $1400-$1500 this will be a very successful and profitable company.

2011-09-29

Comment

13.850

Bruce Campbell

Look at this in the spring when it was under $14. Is back to this price again with much higher old prices. Some healthy skepticism on Bay Street that they can bring the mine into production on time and under budget but they have done it so far. A little perplexed why the stock doesn't perform better.

2011-08-15

BUY

15.040

Peter Imhof

Did a tremendous job of bringing the asset base from initial exploration to full production. Has very good leverage to the gold price. Good growth profile.

2011-07-13

DON'T BUY

14.970

Brian Acker, CA

His model price is $16.50, a 10% upside. There are other gold mining companies elsewhere which he would recommend before this one such as Barrick (ABX-T), Yamana (YRI-T), Kinross (K-T) or Goldcorp (G-T). (See Top Picks.)

2011-07-08

HOLD

14.280

Jaime Carrasco

Likes the company. Just getting into production and he tends to shy away at this stage as it will take time for the mine to fully kick in. He prefers the bigger producers. Good management and good property.

2011-06-14

STRONG BUY

14.230

John Stephenson

A good time to buy it. Stock is going through a re-rating. They are moving into development stage.

2011-06-06

DON'T BUY

14.090

Ron Meisels

Starting production tomorrow. Some times a stock anticipates a move and some times even the best news is not going to do anything to the stock because the news is discounted. Chart shows a very nice up trend from late 2008 but now is in a horizontal trading range. Until it breaks out of that, he wouldn’t jump on it. Currently under its 200 day moving average.

2011-05-30

BUY

13.830

Brendan Caldwell

When it starts producing its Quebec mine, it will be the owner of Canada’s largest gold mine. Could be a strong take over candidate. Safe jurisdiction.

2011-05-03

DON'T BUY

13.850

Alice Tsang

Gold. Coming into production and should have a valuation lift but depends on timing for the mine coming on and where the gold price is at that time. Stock is sideways and will continue this way until there is news.

2011-04-29

Comment

13.690

Doesn’t see it as a takeover target as companies like to buy before the mine is built. There is a noise reduction program in place, which is slowing down the ramp up of the project. Has been an incredible story and will become the largest gold mine in Canada.

2011-04-25

DON'T BUY

13.050

Hap (Robert) Sneddon FCSI

This is just at the stage where it is going into production. You now have to see if it works. Initial results looks like it is a little trickier than they thought. Doesn’t like that it is only one mine.

2011-04-18

Comment

13.280

Gavin Graham

You have to be comfortable with the price of gold. If gold stays where it is, the new mine will be very profitable. Shares have done nothing for the last 6-8 months so now is not a bad time to be buying. (See Top Picks.)

2011-04-04

PAST TOP PICK

13.240

Brendan Caldwell

(Top Pick Nov 25/10, Down 7.07%)

2011-03-14

Comment

14.210

David Burrows

Have always felt that in golds, the shares should be leading the metal. In the last few weeks, while gold price is strong, equity prices have not been participating in general to the same extent. This is a mid-cap which is the right neighbourhood to be in. Coming into production, which is important. Stock is kind of consolidating. Generally gold shares have been sloppy and he feels there are better places to be.

2011-03-01

DON'T BUY

13.690

John O'Connell, CFA

Gold corp sold them and are usually a well informed buyer/seller of companies. Gold stocks had a good pull back recently and they or ABX would be the ones he would look at right now.

2011-02-15

WAIT

13.740

Steve Carlin

Has been reducing his weighting on this. Goldcorp (G-T) owned a significant piece and they sold it. Have a mining project that is coming on stream in the next couple of months and usually this creates teething issues. Longer term, good story but fully valued today. Over time they will be able to grow their resource and production.

2011-02-10

DON'T BUY

14.050

Jeff Parent B. Eng. FCSI

The peaks and valleys align with gold. He sees it turning down. If you are going to buy this, you have to see it above $14.50. The chart looks bad.

2011-02-01

Comment

12.500

Don Vialoux

Has been a phenomenal performer. Recently broke its trend. You have a market that is tending to go down and are not doing what they are supposed to be doing in the gold sector. The key is that he is looking for the markets to be way oversold right now and good reason to believe that this one will bottom as well.

2011-01-27

BUY

14.440

Andrew Cook

Emerging gold producer. Great way to play, as you are not solely dependent on the commodity. Gold probably still has legs but there could be a pull back at some point.

2011-01-12

PARTIAL BUY

13.730

Good upward trend line from late 09. Gold stocks tend to lead bullion by about 6 months but everything now seems to be concurrent. Look for a slight penetration down through the trend line. Would accumulate on this pullback over a few months.

2011-01-05

PAST TOP PICK

15.830

David Taylor, MBA, CFA

(A Top Pick April 13/10. Up 76.48%.) Still likes.

2010-12-06

TOP PICK

14.570

Brendan Caldwell

Gold stocks have done well but not nearly as well as the price of gold itself. Very hard to develop, find, get approval for environmental assessments and create a new gold mine. This company has just brought on the biggest gold mine in Canada.

2010-11-25

Comment

14.140

Gavin Graham

Very nice mine in Quebec and will be coming on stream. Low costs. Presumably a larger gold company will be interested in taking it out, especially Goldcorp (G-T).

2010-10-29

BUY

13.720

David Burrows

Expect gold companies going forward will be producing a lot of cash and there will be more strategic acquisitions and M&A. This one has pulled back recently on a less spectre of a near term deal for them.

2010-10-27

BUY

14.660

David Burrows

Likes gold companies that are adding to their resources with production growth and could be takeover targets.

2010-09-28

BUY

13.210

Robert McWhirter

Gold. Growth forecast for 2011 is significant. Earnings are expected to go from a loss of $0.04 in 2010 to $0.50 in earnings in 2011 followed by $1.02 in 2012.

2010-09-10

HOLD

13.990

Don Vialoux

Base metals/gold. Likes the stock because of the gold. Technically it looks like a dream. Historically, base metal stocks do very well from the 3rd week in November until the 1st week in May. Think the trading this year will be exceptional because the Chinese are buying commodities.

2010-08-27

HOLD

14.020

Jamie Horvat

Has had quite a run in the short term so he would look at it as a Hold. You’re currently playing it for the M&A takeout. If you are establishing a new position, wait for a pullback.

2010-08-16

Comment

13.970

Peter Brieger

Hasn't looked at this much in detail but a recent article had it as a Top Pick and he would like to look at it closer. Maybe a little overbought so don't chase it.

2010-08-12

Comment

13.000

Jeff Parent B. Eng. FCSI

Very nice chart and building some momentum. Current exponential move has a limited motion so expects a possible pullback to $12.50. If you own, sell if it drops below $12.50. $15 would be a possible price target.

2010-07-30

BUY

11.830

Have done everything perfectly. The mine is almost ready to go. Good takeout candidate at a higher price level.

2010-07-22

BUY

11.200

One of the few companies that have been able to go from pure exploration through to developing a mine, which should be in full bore by 2011.

2010-07-13

DON'T BUY

10.670

Any time you have a multimillion-ounce deposit in a safe jurisdiction, it is a candidate to be acquired. Amount made on an acquisition is not enough for him as the stock will become dead money for a number of years.

2010-07-06

DON'T BUY

11.480

Michael Sprung

(Market Call Minute.) Speculation that they are a likely candidate to be taken out. Looks a little expensive.

2010-06-30

BUY

11.240

Peter Brieger

Markets have loved this story. He is looking for a junior/intermediate oil play and this is being considered. He is just in the looking stage. It is possible he will miss the boat and he would not want to chase it.

2010-06-15

WAIT

10.190

Jim Huang

One of the big gold mine developers in Canada with a large low-grade deposit in Quebec. Have the financing in hand and construction is ongoing so you can expect him to be up and running in the next couple of years. Would look for other names until they get closer to production.

2010-05-21

HOLD

10.750

Peter Imhof

Gold company in Quebec. Have done a great job in financing. Going into production late 2011 or 2012. Expect it will get taken out.

2010-04-30

BUY

9.850

Andrew Cook

(Market Call Minute) Been going sideways and starting to re-accelerate.

2010-04-26

Comment

8.980

Jim Huang

If you are bullish on gold, this company has proven they can increase reserves. Currently building a big mine in Quebec and are probably about 12-18 months away from finishing it so the stock will be relatively flat over the next little while.

2010-04-19

TOP PICK

9.100

David Taylor, MBA, CFA

Gold. Have done a fantastic job of developing a world-class, low-cost deposit in northern Quebec and have about 9 million ounces and will produce about 1 million ounces a year in 4 years. Strong takeover candidate.

2010-04-13

Comment

8.790

Brent Cook

Large low-grade gold deposit going into production in Quebec. Will be an interesting test for them being one of the first large low-grade deposits to go into production. Interesting to see how much money they make and what their margins are.

2010-03-11

PAST TOP PICK

8.950

(A Top Pick Feb 17/09. Up 80.98%.)

2010-03-08

WEAK BUY

8.530

Brilliant management company. Moving the settlement to get the gold underneath. Lowish grade, no great expansion. Could be bought out. The story is a bit tired.

2010-02-23

BUY

8.450

Given the size (9 million ounces of reserve) of its gold deposit, it would be quite an addition to some larger major gold producer. Prefers Detour Gold (DGC-T).

2010-02-10

BUY

7.960

Thinks this one will be taken over. Building a mine in Quebec that Goldcorp (G-T) took a position in for 13%. Mine is progressing well.

2010-02-04

WAIT

8.550

Might get taken out. But if not, it will be dead money for a while.

2010-02-02

TOP PICK

8.500

Project is now financed and under construction. Will go into production early next year. It will be Canada’s largest gold mine. 750,000 oz /year. As it goes into production, the discount that market applies to it will start to turn into a full valuation. They are also doing a joint venture in northern Quebec that could yield multi-million oz potential.

2010-01-12

BUY

8.030

Allan Jacobs

Very large gold reserve and resource in Quebec. Recently raised a ton of money so is pretty well cashed up to develop the mine. Possible takeover target.

2009-11-24

BUY

7.940

Building a gold mine in Malartic and will probably be a 600,000 ounce producer per year. Realized $230 million through warrants, which will give them about $1 billion in cash. The mine will cost about $600 million to complete. Could be a takeout target.

2009-11-18

DON'T BUY

8.050

Robert McWhirter

Ranks 376 in his database because year-over-year earnings were down 40% with an 8% negative earnings surprise. Expected to lose $.04 in 2009 with not much improvement in 2010. He prefers companies in the gold space that are actually producing 15% per year in earnings or better.

2009-11-17

BUY

7.630

Some warrants are coming due and some people may be exercising them and selling the stock in advance. GoldCorp (G-T) has taken a position at around the $7 range, which shows strong support. Will be going into production in the next year so there could be some potential significant further upside.

2009-10-16

BUY

9.110

Steve Carlin

Probably one of the best mid-cap growth gold stories out there. Has been participating in the increase in gold prices. Goldcorp (G-T) has taken an almost 20% stake in the company. Great project and should be up and running in the next 12 months. Long-term hold.

2009-09-16

Comment

7.570

Has been a fabulous story. Goldcorp has recently taken a substantial stake of 10% in them. Part of a good balanced portfolio.

2009-09-09

HOLD

7.480

Goldcorp (G-T) owns 21%. Takeover candidate. Likes gold. This is probably as good a place to be in gold.

2009-09-02

DON'T BUY

7.020

Rick Rule

Very large gold deposit. Overvalued compared to other deposits globally. Also, the grade causes him concerns.

2009-09-01

WAIT

7.030

Andrew McCreath

Gold Corp is interested in buying the company. Would wait for Gold Corp sizzle to leave the stock before buying. Lots of speculation into the news last week into gold corp. increasing its stake. Wait for low $6’s as opposed to 7’s to buy.

2009-08-18

BUY

6.970

Gold. One of the largest reserves in Canada. Just waiting for their mining permit. Once they get this, he thinks they get into play very quickly. Very big project and they have financed most of it already.

2009-08-06

BUY

6.830

Lyle Stein

Quite intrigued by the size of their gold deposit in northern Quebec/Ontario. Have raised some money and are doing the things necessary to get the mine into production. OK if you are willing to take the risk associated with owning a Junior explore. Prefers Seabridge Gold (SEA-T).

2009-07-31

HOLD

6.790

Gold. Got their environmental study done and are now waiting for their permitting. Possible takeover.

2009-07-17

BUY

6.820

Open pit gold mine requiring moving of houses and buildings. Now waiting for final permit for construction. Will probably finish this by the end of the year. Will be in the sweet spot when they get into production.

2009-07-16

Comment

6.550

Thinks this will become a huge mine. A lot of speculation that it could be a takeover by a major in 2009.

2009-07-07

BUY

6.550

Laura Lau

Large discovery in Quebec. One of the best takeout candidates in the gold right now. Reasonable price.

2009-06-30

BUY

7.020

Jim Huang

Has advanced development projects with multiple ounces of resources making it a takeover target. Further upside depends on if they can advance their development projects and gold prices go higher.

2009-06-18

BUY

7.000

Biggest gold deposit in Canada under development. Logically it will be taken out.

2009-06-10

DON'T BUY

7.110

Brent Cook

Pretty good deposit as long as gold prices hold up. At the stage now where they have to build it. Doesn't see a lot of upside in it until they prove that it actually works.

2009-05-29

BUY

6.250

Not an expert on mining, but his company overall likes this one very much. Have massive deposits that they are currently developing. Just announced very high-grade intersection of gold, or inside the current pit. Could be an acquisition, probably next year.

2009-05-21

DON'T BUY

5.620

Relatively high valuation. They found the gold, looks mineable and is slightly low grade. Now they need a lot of money to produce it and who actually has money for this? Would prefer to be in the senior producers or an exploration play where there is still upside.

2009-05-19

HOLD

5.900

Andrew Cook

(Market Call Minute) Every one is talking about it being a take-out so it is probably a bit over bought.

2009-04-24

DON'T BUY

5.670

Has the feeling that the gold stocks have really run ahead of themselves. Not a huge fan of gold stocks at this time but does like this name. Looking for a seasonal correction this summer. (See Top Picks.)

2009-04-02

PAST TOP PICK

5.950

(A Top Pick May 1/08. Up 40%.) Malartic gold mine in Quebec of 600,000 ounces when it is in full production with average cast costs of under $400 US an ounce. Feasibility study and numbers came in better in terms of reserves and economics. Put financing in place on the equity side.

2009-03-26

BUY

5.120

He favours gold. Gold is trading in a $700-$900 channel so it’s not too late. This one is not his 1st choice but it is extremely popular. Seems to have a good medium tier to junior asset and is possibly a takeout candidate.

2009-03-17

TOP PICK

4.960

Big Canadian gold mine of 6+ million ounces and there will probably be another 2 million from a new project. Just had a wildly successful share offering so they are well financed. Low operating costs.

2009-02-18

BUY

4.860

Looked like they were going to be struggling when they had to raise $600-$700 million to build their Quebec mine. When gold went up to $950 they were able to raise $400 million. Think the mine will produce 500 thousand ounces per year. Could be a takeover target as well.

2009-02-12

BUY

4.530

(Market Call Minute.) Has an attractive large Canadian asset so could be a takeover target. Exposure to gold.

2009-02-05

BUY

3.760

Early stages of construction. Moving part of town to new site. Equipment deliveries early next year, production in 2010. Market not fully picked up on size of this.

2008-08-11

BUY

3.980

(Market call minute.) Gold. Great deposit. Just a matter of time before someone buys them.

2008-07-08

TOP PICK

4.170

Gold developer. Their single asset is the Malartic play in Quebec. A large tonnage, low grade, open pit project. Has 7 million plus ounces now and is capable of double digits. Meaningful enough for a senior to take out. Politically stable jurisdiction.

2008-05-01

WEAK BUY

4.840

Lyle Stein

It has most of the key ingredients in place today, large deposit, potential takeover, in safe jurisdiction, infrastructure in place. The only issue is raising capital. It is interesting at this level.

2008-03-28

BUY

5.900

Bill Belovay

Has a credible large gold, low-grade deposit in the Val-dor, Quebec area. The problem is, the site is on the town of Malartic. They do have good communications with the town’s people and hopefully things can be resolved. The question is, will the people be agreeable to moving?

2008-03-13

TOP PICK

6.000

Has one of the largest undeveloped gold plays in Canada in Quebec. Right now it's about 8.5 million ounces and expects to see it over 10 million in the second quarter. They will have a feasibility study by the end of the year. Great infrastructure and great labour force. Looking for it to be a half million-ounce producer within 2 to 3 years.

2008-02-25

PAST TOP PICK

6.150

(A Top Pick Apr 20/07. Up 14.1%.) Gold. Malartic open pit low-grade deposit in Quebec. Has over 8,000,000 ounces in resources. Because of location, they have power, labour, etc. of infrastructure already.

2008-01-03

PAST TOP PICK

5.250

(A Top Pick Dec 28/06. Up 0.75%.) Quebec gold mine. They have to move a town and there is 80% agreement. Low-grade deposit.

2007-12-14

TOP PICK

5.980

Currently an 8.4 million ounce project. 15 drill rigs are committed to this property.

2007-11-16

BUY

6.330

Just raised finances to allow them to move a town. Political and environmental environment is very pro-mining. In good shape and their large, low grade deposit will be going into production. Likes this company.

2007-10-31

TOP PICK

5.400

Quebec gold mine. They are drilling a bulk tonnage, low grade deposit. Already have. 8.5 million ounces discovered and should be able to add 1 or maybe 3 or more million ounces over the next 6 months to a year.

2007-09-06

BUY

6.000

Gold. Drilling to define and extend a Quebec deposit. Everything seems to be very good. Low grade, but are now hitting certain areas that are higher grade.

2007-06-21

TOP PICK

6.200

A great exploration project, in Quebec. Gold occurs in the sediments. Purchased recently between $8 and $11.

2007-06-14

TOP PICK

10.760

(A Top Pick June 29/06. Up 147%.) Uncovered a significant large tonnage, low-grade, open pit deposit in northern Quebec.

2007-04-20

Comment

10.350

Kyle McKay

Gold play in Quebec. They have to move a town and have received approval from the residents. Will be drilling about 10,000 m per month. Expecting increases in their resources.

2007-03-19

Comment

10.080