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| BUY | 25.500 | Peter Hodson | He has just bought. Great asset company. Great technologies. Thinks that tie(?) will work. | 2008-03-17 | |
| BUY | 25.500 | Paul Harris, CFA | Have a technology that allows them to ignite the oil underground and he believes it is pretty good. Environmentally friendly. Can they sell the technology and how expensive is it to operate? Upside potential could be big. | 2007-03-16 | |
| PAST TOP PICK | 25.500 | Bill Belovay | Placer Dome has decreased in price. It has followed the correction that we had for gold shares. Also, Barrick has taken over Placer Dome so they have had some reorganization to go through. | 2006-03-14 | |
| BUY | 27.860 | Bill Belovay | Barrick (ABX-T) is acquiring them, but this does not mean the game is over. There could still be another suitor. If Barrick ends up the winner, you will end up with the largest gold company in the world with a fantastic line of projects. They are undervalued. | 2006-01-05 | |
| HOLD | 27.180 | Michael Smedley | Continued to hold just in case there is another deal. | 2006-01-03 | |
| PAST TOP PICK | 25.250 | Norman Levine | (A Top Pick Sept 20/05. Up 32%.) Barrick (ABX-T) is attempting to acquire. This has not been a good stock so this would be a good acquisition. He sold his holdings. | 2005-12-05 | |
| WAIT | 25.300 | Pierre Bernard | A speculation. Barrick ABX-T) is the obvious fit for this company because of the synergies. Wait foir anothr $2/3 from the current level. Let the deal go through and then see hwo it goes with the gold sector. | 2005-11-23 | |
| BUY | 25.800 | Richard Croft | The way he would play gold is to own a gold stock but not to hang on to it as a crisis insurance. Write calls against at least 70% of that portfolio, drive in very good cash flow against what you are getting, and you'll be quite happy with that position. Options are a high risk venture, no matter how you slice it. | 2005-11-22 | |
| DON'T BUY | 22.710 | Norman Levine | He sold his holdings, took his money and ran. The stock is fully priced here. | 2005-11-01 | |
| TOP PICK | 19.100 | Rob Callander | Betting that this company is going to turn around all of the problems that has beset it this year. Have announced one new mine. Believes that gold will go over $500. Feels this stock will improve more than Barrick (ABX-T) percentage wise. | 2005-10-05 | |
| TOP PICK | 19.200 | Norman Levine | All portfolios should have some exposure to gold. This is a more leveraged play. Its valuation has been knocked down a lot on issues of some of its mines having production problems. They have 3 big projects coming up for approval, so will have lots of new ore coming on. Also has a big exposure to copper. | 2005-09-20 | |
| DON'T BUY | 17.030 | David Taylor, MBA, CFA | Has been a difficult stock to own as you buy at a cheap price, it goes up, then has a bad quarter and drops down again. More of a trading stock. Very difficult to figure this one out. | 2005-08-29 | |
| BUY | 17.880 | Gavin Graham | Gold's been a laggard this year and stocks have done nothing over the last 18 months. Gold has now broken out other currencies like Euro's and Yen's. An inflation environment with low interest rates and high oil prices is generally good for gold. Not the most impressed with the quality of Placer, but it is cheaper than Barrick (ABX-T) and is the logical takeout. | 2005-08-08 | |
| TOP PICK | 19.170 | Norman Levine | The gold market is showing signs of turning and starting to act well. Placer had some problems with costs in some mines and thinks they will be successful in getting costs under control in the 2nd half of the year. They're also big in copper which has been doing exceedingly well. | 2005-07-12 | |
| HOLD | 19.220 | Peter Grandich | Has broken a down trend that's it's been on for quite some time. Still hasn't been accepted back into the gold-bug community. Was a major hedger and is still not hedge free. Not in the 1st front of choices. | 2005-07-11 | |
| DON'T BUY | 18.750 | Paul Harris, CFA | A good company, but he prefers Barrick (ABX-T). Not as much transparency as there is in Barrick. Barrick has a bunch of projects on the go that will move production from 5 to 7. Barrick also has several mines which he thinks are going to have a growth profile. | 2005-06-30 | |
| Comment | 18.640 | Richard Croft | Caller: Bull on gold. Sells PUTs out about 1.5 years on senior golds such as Placer (PDG-T) Barrick (ABX-T) or Newmont (NEM-N), and prepared to have the stocks sold to him at that price. Good idea? Answer: Great idea. Options on gold stocks are about the 4th decile in terms of their price (probably twice as expensive as options on the TSX (X-T) to give some perspective). This will give you a decent premium. | 2005-06-13 | |
| BUY | 15.980 | Peter Grandich | Nearing the bottom in the correction of the mining shares, but still may have a little way to go. Placer Dome is still biting the old bug of being a hedger and failing on certain areas, particularily in Venezuela. Like its peers, very close to getting to very good value levels. Any lower, he would be a buyer. Not a bad time to start looking. | 2005-05-19 | |
| DON'T BUY | 15.920 | Bill MacLachlan | Doesn't own any golds. Feels all gold stocks are over priced. | 2005-05-17 | |
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| BUY | 16.480 | Bill Harris, CFA | Doesn't have as much visibility in the next couple of years. Doesn't see where the extra volume is going to come from. Very well run company. At this price, it becomes very compelling. | 2005-05-11 | |
| WEAK BUY | 17.290 | Robert Lyon | Owns both Placer Dome (PDG-T) and Barrick (ABX-T), but right now prefers Barrick which has the best growth profile amongst the majors. Hedges are still costing them a little bit but investors are starting to look that over a little bit. Barrick has falling costs and rising production, but that's not the case with Placer Dome. Drop in price is starting to represent some value. | 2005-05-04 | |
| WAIT | 16.800 | David Burrows | Keep a close eye on golds. His sector model indicates they are pretty sold out. Wait for buying to come back into the market. US$ has been strengthening against the Euro and there's been a very tight correlation with gold to the US$. Look for 1) stocks to rally along with the gold price and 2) gold starting to trade independently of the US$. Prefers Goldcorp (G-T) which has moved to a multi-asset company. | 2005-05-03 | |
| WATCH | 16.800 | Paul VanEeden | In this environment, he's very wary of mining companies with hedge books because he believes the US$ gold price is going much, much higher. On the other hand they've made a discovery in Cortez Hills in Nevada. One of the most significant gold discoveries in the last 10 years and it's growing. Keep an eye on the hedge book and the quarterly financial statement. | 2005-04-29 | |
| VAGUE | 16.620 | Michael Sprung | Likes the outlook for gold. Prefers Barrick Gold (ABX-T) as their prospects can be better assessed with the new mines and areas coming on. Placer Dome (PDG-T) doesn't have quite as robust a future for potential production going forward. Haven't assessed this one for what price he would be willing to buy. | 2005-04-28 | |
| BUY | 18.580 | David Taylor, MBA, CFA | Sold as they were disapponted in their earnings which were down because of high energy costs. Has a really nice suite of exploration properties. Is probably trading at net asset value now, it's out of favour, people don't want to talk about it anymore, so it may be time to slip in a buy some. | 2005-04-25 | |
| PAST TOP PICK | 18.800 | Rob Callander | (A Top Pick Nov 30/04. Down 26%.) Went up and then came back down. Came down with the price of gold, but there are some problems with their South Africam mining operations. Feels gold is going to be $500 plus. Good price. | 2005-04-20 | |
| BUY | 18.050 | Peter Grandich | Had a fairly big correction. The one good thing is that he thinks their days of being a major hedger are over. If you feel that gold will be going to $500 and that metals aren't going to go too much lower it's attractive on pull backs like this. | 2005-04-15 | |
| WAIT | 18.590 | Norman Levine | Did a share issue before they told people that things weren't as good as last year. Disappointed a lot of investors. Thinks it's a good value here. Wait until it stops going down before buying. | 2005-04-13 | |
| HOLD | 19.030 | Ron Meisels | Gold has had an excellent move in the leg 3 of the bull market which ended in about December last year and now having a bit of a correction. Expects gold will become active again this summer. Placer is having a bit of a problem here, but it should find support around the $18 zone. | 2005-04-11 | |
| DON'T BUY | 19.040 | Peter Brieger | Would rather own the bullion as a more conservative way to play gold. Would probably look at streetTRACKS Gold E.T.F. (GLD-N). | 2005-04-05 | |
| BUY | 19.560 | Norman Levine | Also likes Newmont (NEM-N) which is the best gold company in the world. Placer trades at about half Newmont's valuation. Not as good a company, but at half the valuation, prefers Placer. Owns gold as a hedge against the US$. | 2005-03-31 | |
| WAIT | 19.270 | Paul Harris, CFA | This is a good company, buy feels that Barrick (ABX-T) is better as it is cheaper. Gold could fall a bit further and that would be the time to add. All the gold stocks will do well over a long period of time. | 2005-03-28 | |
| WEAK BUY | 19.670 | Gavin Graham | They are hedged, but are reducing the hedge book. Not regarded as the best gold. He's been trimming his holdings in favour of Barrick (ABX-T). | 2005-03-22 | |
| HOLD | 21.120 | Ron Meisels | Has recently become a laggard. Gold stocks in general have done very well and many of them are base building. Believes there will be a turn around. | 2005-03-17 | |
| TOP PICK | 20.940 | Norman Levine | A good hedge against the fall of the US$. Recently reported a poor quarter so the stock went down a few $'s. The poor quarter was caused mostly by one time events. Sells at about half the valuation of Newmont (NEM-N). Not the same quality as Newmont, but more than half as good. | 2005-03-16 | |
| WAIT | 21.260 | George Loughery | Prefers Barrick (ABX-T). A positive is that it has significant copper as a by-product versus silver for Barrick. Has a lot of new projects in the hopper that have not come to fruition. Needs some improvement there. Wait to see some development in their principal projects. | 2005-03-15 | |
| DON'T BUY | 21.200 | David Baskin | Difficult way to make money. Commodities reflect US market. Risky. | 2005-02-28 | |
| WAIT | 22.630 | David Cockfield | His gold holdings were not very productive in '04, but sees a pretty reasonable future in this area. Seems to be going through a transistion period. Getting different staements out of them. For awhile it sounded like they were going to abandon Canada, but suddenly they're making noises like they want to talk to Goldcorp. Prefers Barrick (ABX-T). | 2005-02-21 | |
| WAIT | 21.720 | Don Vialoux | A classic gold stock and will do very well during the season of strength from the end of January to the end of May. Its 4th quarter earnings results coming out is going to be dreadful. Expectation is for $0.11 versus $0.15 last year. Should do very well following this until the end of May. | 2005-02-10 | |
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| VAGUE | 20.250 | Gavin Graham | Not well run. Reducing the hedge book. New mine has just opened which will produce 1/2 million ounces a year. Has been a disappointing stock. | 2005-02-07 | |
| DON'T BUY | 20.250 | Larry Berman CFA, CMT, CTA | If you're bullish on the US$, it's not a place to be short term. When it's time to make the bearish call again (on US$?) that's the time to jump into gold stocks. | 2005-02-07 | |
| DON'T BUY | 20.250 | Brian Acker, CA | Don't touch it. His model price is $18.40. This and other stocks like Barrick are overvalued. | 2005-02-07 | |
| PAST TOP PICK | 21.920 | David Burrows | (A Top Pick Oct 15/04. Down 18%.) Got stopped out. | 2005-01-12 | |
| WEAK BUY | 22.690 | Glenn MacNeill, P.Eng. | Management is not known to be one of the "A" teams in the market place. Benefiting from the rise in the price of gold. Treats this stock as a trading situation, not a hold. | 2004-12-29 | |
| DON'T BUY | 23.070 | Bruce Campbell | Has some copper exposure and copper prices are high, but no catalyst. | 2004-12-23 | |
| BUY | 23.120 | Norman Levine | Feels that over the next year or two, the US$ will continue to be weak. Has some excellent properties around the world. Production costs have moved up which has hurt the stock, but a good opportunity to buy. | 2004-12-22 | |
| TOP PICK | 23.010 | Rob Callander | Likes management and the quality of their projects. Production will be up a little next year, not necessarily a growth story. Costs will go up fairly significantly because of the decline in the US $. Has not participated yet in the price of gold. Newxt time gold moves up, the share price here should take part. | 2004-12-20 | |
| PAST TOP PICK | 23.290 | Richard Croft | (A Top Pick June 7/04. Option Call on the stock and was up 11%.) | 2004-12-14 | |
| BUY | 23.600 | Gavin Graham | They have hedged gold, so didn't get the full benefit of the increases in gold prices. Management has stopped increasing their hedge book. Should do OK from now on. | 2004-12-13 | |
| BUY | 23.220 | Matt Baillie | Gold has weakened lately with the recovery of the US$. Has a hedge book, so not a pure gold play, but it will go up with the rest of the gold plays. | 2004-12-10 | |
| TOP PICK | 25.650 | Rob Callander | One of Canada's 2 great gold mining companies. A lot of new gold production coming on stream. New management. Has been lagging to the price of gold and is looking for some catch-up. | 2004-11-30 | |
| DON'T BUY | 25.260 | Brian Acker, CA | Gold goes up, but their earnings are going down. Model price is $20.44. | 2004-11-30 | |
| BUY | 26.400 | Norman Levine | As long as US$ is falling, every portfolio should own some gold. Prefers quality names. This one also has the benefit of being in the base metal area. | 2004-11-29 | |
| BUY | 26.400 | John Sinkins, CFA | Gold has moved over $450. Have a couple of big projects and if they pay off, this stock could get very robust. | 2004-11-29 | |
| TOP PICK | 26.180 | Norman Levine | Positive on gold stocks. Inversely correlated with the US$. Also has representation in other metals such as copper which are acting very well. | 2004-11-23 | |
| BUY | 26.300 | Paul VanEeden | Still has a hedge book outstanding which has the ability to create problems. World class discovery in Nevada. Gives good leverage to the US$. | 2004-11-19 | |
| BUY | 26.520 | Ron Meisels | Gold has broken out when it crossed the $425. Next target is $450. | 2004-11-16 | |
| HOLD | 26.200 | John Zechner | The gold move is slowly coming to an end and they are reducing their holdings. $30 would be a good exit point. | 2004-11-11 | |
| BUY | 25.690 | Ray Steele | In general, the outlook for gold stocks looks pretty good. Expects large companies will add to their production by acquisition of juniors. | 2004-11-03 | |
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| TOP PICK | 25.600 | Glenn MacNeill, P.Eng. | Expects gold to be relatively quiet for a short while and then very good potential to get to a higher price early next year. The big value driver is going to be the growth and reserves. Have a couple of very good plays. | 2004-10-28 | |
| BUY | 26.040 | John Zechner | Likes the gold sector right now. | 2004-10-27 | |
| TOP PICK | 27.040 | David Burrows | There is a risk of the US$ going down in global currencies which is bullish for the price of gold. A diversified way to have global exposure to precious metals. Upgrading their management group. Very good reserve life. | 2004-10-25 | |
| TOP PICK | 25.920 | Norman Levine | Now is a good time to be in golds. Likes their new management. Has really good properties. Also has some copper. | 2004-10-21 | |
| BUY | 26.060 | Ron Meisels | One of the strongest bull stocks on the board. Had a major breakout at the $23.50 level. Tremendously positive coming out of a big base formation. | 2004-10-20 | |
| BUY | 25.010 | Lawrence Roulston | All the major gold companies are trading at 2 X NAV because these companies are being valued by people that see a higher gold price ($500?). You are actually prepaying a gold price that is higher than the current one. Nevada finding looks promising. | 2004-10-06 | |
| DON'T BUY | 24.780 | Peter Grandich | Lost itself because of events with Las Cristinas in Venezuela and its hedging. Turning around. Needs to make a major acquisition. | 2004-10-01 | |
| BUY | 21.590 | Peter Grandich | Turning itself around. Didn't drop as much as other golds which is a bullish sign. | 2004-08-18 | |
| BUY | 21.590 | Peter Grandich | Turning itself around. Didn't drop as much as other golds which is a bullish sign. | 2004-08-18 | |
| TOP PICK | 21.150 | Rob Callander | With the trade deficit and federal deficit rising, the US$will have to come down. This will mean gold prices will go up. Have some pretty exciting properties that they can bring into production. | 2004-08-16 | |
| WAIT | 21.150 | Ross Healy | Not very optimistic on gold in the short term as the US$ is finding its footing. If we got into a recession, the US would be in a lot of trouble and would be better. | 2004-08-16 | |
| TOP PICK | 21.200 | Blair Wilson | Bullish on gold and feels there will be an opportunity to play a high quality gold company. Has some great growth coming from Nevada with some potential upside in Chile and Mexico. | 2004-07-22 | |
| BUY | 22.450 | Michael Smedley | Could get sold some day. Has some good assets. | 2004-07-14 | |
| WEAK BUY | 21.200 | David Burrows | The gold sector peaked out in Jan/Feb and pulled back. With the US$ continuing its weakening trend, and gold finding support at $378/379 is positive. This stock tends to be a laggard. Prefers others. | 2004-06-07 | |
| WEAK BUY | 21.260 | Mark Jackson, CFA | Although a larger player, still has opportunity for growth. Only owns gold stocks as a hedge against a $risk, political risks and geopolitical risks. Not a big holding. | 2004-05-28 | |
| BUY | 22.580 | Robert Cohen B.A.Sc., MBA, CFA | Very positive on the copper market which should be very good for this company. | 2004-02-27 | |
| DON'T BUY | 22.850 | Bob Stodgell | If you like gold, this is one of the better companies in the seniors. Not enamored with gold. | 2004-02-26 | |
| BUY | 21.680 | David Burrows | Should likely see increased reserves next year. Take advantage of the recent weakness in gold. | 2003-12-16 | |
| BUY | 23.890 | John Sinkins, CFA | Is up, but the big moves have been in the small caps. Expect more value in the mid-to larger cap stocks. | 2003-12-08 | |
| BUY | 23.550 | Norman Levine | Positive on gold, but expects a correction/pause in the near term. Management and outlook for this stock is good. | 2003-12-04 | |
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| BUY | 23.580 | Ross Healy | If you like golds, this is a more conservative play. | 2003-11-28 | |
| WEAK BUY | 21.920 | Bruce Campbell | Rumours of being taken over. Would prefer Barrick over Placer in this sector. | 2003-11-24 | |
| BUY | 21.600 | David Taylor, MBA, CFA | Barrick and this stock trade at discounts to Newmont Mining. Expect that it could be acquired in the next year. | 2003-11-17 | |
| TOP PICK | 19.680 | Vincent Delisle | Wants to keep a more defensive stance for the year-end. Prefers senior producers and this one is their Top pick. | 2003-10-28 | |
| PAST TOP PICK | 18.650 | Rob Callander | (Top pick June 5/03. Up 19%.) Still likes the gold area. US$ has further to drop and expects gold to hit $400. | 2003-10-01 | |
| PAST TOP PICK | 19.040 | David Taylor, MBA, CFA | (Was A Top Pick Aug 5/03. 17.34/19.17%.) Still likes. Expects this company will be taken out within a year's time. | 2003-09-12 | |
| BUY | 19.260 | Nereo Piticco | Concerns on US trade deficit should move gold higher. Acts as insurance. | 2003-09-09 | |
| BUY | 19.150 | Kyle McKay | Technically gold is having a nice upward trend and expects it to go through $400 by the end of the year. | 2003-08-28 | |
| DON'T BUY | 18.340 | Michael Smedley | Have some good assets.There are some negative feelings about the company and its management.Because of its large size, it finds it very difficult to grow. | 2003-08-15 | |
| BUY | 17.750 | John Zechner | Once gold price starts to move, there's good leverage.Balance sheet has improved. | 2003-08-07 | |
| TOP PICK | 17.340 | David Taylor, MBA, CFA | Expects there will be more acquisitions.A perfect fit for Newmont. | 2003-08-05 | |
| BUY | 15.900 | John Embry | Made a good acquisition, but it came with a large hedge book. Has a lot of reserve potential. | 2003-07-16 | |
| HOLD | 16.280 | Peter Brieger | One of the better ones to own if you like gold. | 2003-06-16 | |
| BUY | 15.530 | John Embry | Nevada properties are significant and probably their best asset. Would like them to get rid of more of their hedge book faster. | 2003-06-11 | |
| TOP PICK | 15.540 | Rob Callander | Starting to turn around. Weaker US$ is a good time o have a gold stock. | 2003-06-05 | |
| BUY | 15.150 | Ted Macklin | Hedging in a very responsible way. Strong balance sheet. | 2003-06-04 | |
| BUY | 14.800 | Craig Porter | Good company. Strong asset base. Closing out their hedge book. Has new projects coming along. A possible takeover candidate. | 2003-06-02 | |
| PAST TOP PICK | 14.720 | Eric Bushell | (Was a top pick on July 18/02. Down 7%.) Still likes. | 2003-05-28 | |
| WEAK BUY | 15.400 | Laura Wallace | Will trade with the gold price. Prefers American Barrick. Good hedge position. | 2003-05-21 | |
| DON'T BUY | 14.840 | Bob Boaz | Cheaper than the mid cap golds. Stock is expensive. | 2003-05-15 | |
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| WEAK BUY | 14.880 | John Sinkins, CFA | Gold companies came in a little light on their numbers in the first quarter. Somewhat optimistic on the gold stocks. | 2003-05-14 |
