STOCKCHASE

Likes it here. Struggle with mine openings and stock got hit here. There is now great growth here. Well diversified and lots of domestic project. Could easily be a double in the batter market.

2011-10-28

DON'T BUY

9.960

Stan Wong

The type of stock that can suffer when we uncertainties around the world.

2011-10-19

PAST TOP PICK

12.040

(A Top Pick Sept 09/09. Down 6.24%.) Still buying.

2011-08-19

Comment

14.320

Don Vialoux

Most base metals stocks have seasonality from October to the end of the year and also from February to May. Didn't work out for this stock in February. Bottomed around $12.75 but there is resistance around $17.80. If stock goes up towards $17.80 in the next 3 weeks, it would be an opportunity to take some profits.

2011-06-30

STRONG BUY

13.440

Alice Tsang

Cheap at .5 to NAV. Had a number of issues in Q1. Just started up a mine in Sudbury that seems to be looking quite good. Also had a couple of issues in Arizona but looks like that is behind them. Joint venture with Sumitomo on the Sierra Gorda project in Chile. Have done quite a few things to de-risk projects.

2011-06-24

BUY

14.760

Likes copper. Just signed a deal with China. Looks undervalued to him. Market does not want to pay up for these metal stocks. If you believe the Asia story goes on for decades, then you have to own these. You have to hold metals long term.

2011-05-24

BUY

14.670

Good way to get exposure to copper. Has hung in quite well in spite of the market. As the market starts to recover, it will do well and will attract some money.

2011-05-19

PAST TOP PICK

13.330

Stan Wong

(A Top Pick April 8/10. Down 18.68%.) Got stopped out in the summer of 2010 at a small loss.

2011-05-12

BUY

13.190

Ara Nalbandian

Recently reported disappointing numbers on both production and earnings. Trading at a fairly significant discount to its peers so could be a good level to start accumulating.

2011-05-11

BUY

15.530

Alice Tsang

A copper/nickel play. Recent copper results were below guidance. Victoria mine is exciting and is looking very promising with a 3 lb. copper equivalent. Sierra Gorda mine in Chile will be coming on in a few years.

2011-04-29

HOLD

13.550

What you need is for them to get their solvable problems behind them after the merger. Sure that will happen.

2011-04-18

Comment

13.510

Giant project in Chile that they are still developing plus Sudbury mines. Thinks there’s a lot more demand for copper projects than actual sizable projects out there. Could be a takeover candidate.

2011-03-31

BUY

13.200

Philip Doyle

Volatility is probably due to the broad market as opposed to anything specific to the company. Cheap compared to its peers because of past operational issues. Has started to nibble on this one as the price has come down. Likes copper.

2011-03-29

SELL

13.840

Brian Acker, CA

Model price is higher than it is now. There’s a little bit of room but not much. If it gets up to $17-$18 he would let it go.

2011-03-23

DON'T BUY

12.750

Bruce Campbell

Nice mixture of copper and nickel. They had some operations problems two quarters ago and the stock really got hit. The nickel side is lagging a bit. There is purer copper and purer nickel.

2011-03-10

DON'T BUY

13.160

Lesley Marks

Has everything you would want in a stock right now. Copper, right jurisdictions. Problem is operation results. Great stock to own in between results. Over next 18 months she would like to see a joint venture on that asset to confirm it has a future value. Wants to see more consistency with this company.

2011-03-09

DON'T BUY

13.400

Bill Harris, CFA

Has fantastic growth, potentially copper projects, in politically safe jurisdictions. Should be a “go to“ name and should be worth $25. Problem is it might take a long time. Would prefer something else with a more dramatic impact.

2011-03-08

HOLD

12.990

Bullish on copper over the next couple of years and thinks that the price can go even higher. This company also has some nickel exposure. The issue is that operations have had all kinds of problems that they really need to fix. As long as they can to make improvements and are able to finance their South American project, they’ll do very well.

2011-02-24

BUY

14.310

The 2 or 3 problems it had with the Quadra mines after the merger are not permanent. One of only 2 or 3 decent sized base metals in Canada.

2011-02-01

BUY

13.820

Lousy announcement that they were going to miss production forecast for 2011. Pretty common for miners. Long term he is very bullish on copper. Expect 20 million pounds produced globally this year, which won’t be enough for demands.

2011-01-26

Comment

13.290

Owns but has been Selling his shares as fast as he can. Horrible production numbers and guidance. He’ll keep half his position.

2011-01-25

DON'T BUY

13.900

Bill Harris, CFA

North & South American politically safe copper story. Just sold half his position purely on valuation. Supposed to be a growth company but company essentially said “we are not growing”. Feels stock should be $25 in a few years when the mines come on. Now he has to decide is it worth waiting or is it dead money. Sentiment numbers in copper looks really extended.

2011-01-24

BUY

14.230

Paul Harris, CFA

Feels copper will do well over the next little while. Has a great asset. Stock was discounted because of their merger and some operational issues.Great story.

2010-11-25

PARTIAL BUY

13.960

Bruce Campbell

Copper, which is dependent on China. If the market holds together, which he expects, this will be fine, but if there is a pullback of 2%-3%, this will be down twice what the market is. Buy half now so you are covered.

2010-11-12

BUY

15.280

Play on China, copper. 33 weeks in a row of copper inventories dropping. Can’t see it staying around as a public company for too long. It’s too good an asset. It will get taken out. It’s too cheap. There’s not many Canadian copper companies left.

2010-10-05

TOP PICK

12.860

Likes copper, which has acted exceptionally well. Also there is a lot of political risk in some of the African and South American countries. This has become a great North American producer with lots of upside in the valuation and potential trading at 3X operating cash flow.

2010-09-09

WEAK BUY

12.410

Copper and Nickel. Market was hot on it and then there was disappointing news. He prefers IMN. But this is a good one.

2010-08-10

Comment

12.810

Merged with FNX Mining so it is now a bigger copper company. (Also some nickel.) If you think copper prices can be sustained at $2.50 plus, this will have a lot of upside. Issue right now is their financing.

2010-08-09

BUY

12.650

Jason Donville

Probably emerging as one of the top blue chips in Canadian mining. Very strong balance sheet and management team.

2010-08-06

BUY

12.640

Long been an investor in FNX. Has good production. Branched into international arena. Quadra and FNX is a combination of strength.

2010-07-29

BUY

12.440

You have to believe in higher copper prices. Cash flow is fairly significant.

2010-07-27

Comment

9.050

Martin Hubbes, CFA

Have to be bullish on copper, which he is for the long-term. Reasonable thing to invest in for the long term.

2010-07-05

PAST TOP PICK

10.810

(A Top Pick June 10/09. Up 13.58%.) Formerly FNX Mining. Merger with Quadra brought the stock down but he still likes. A good hold for the long term.

2010-06-28

WAIT

10.540

Hap (Robert) Sneddon FCSI

Is a merger between a copper producer and a nickel producer. One had great cash flow and the other had great growth potential. Price paid was quite high. Need to find financing for two mines. They have quite a bit of upside. Wait for resolution on financing.

2010-06-22

HOLD

11.950

There may be some support here.

2010-06-04

SELL

12.870

Derek Webb, CFA

Copper has had a bit of a correction so you want to get into it. One of the most economically sensitive commodities in the world. He’s not seeing the explosive earnings he was seeing before in copper. If you play copper you are playing the continued recovery in China.

2010-06-03

BUY

13.210

(Market Call Minute) Tones of leverage to copper. Buy if you think copper will go up.

2010-05-25

DON'T BUY

16.800

Still going through the merger with FNX Mining so you will tread water for a little while. Nickel and copper have had good runs.

2010-04-12

TOP PICK

16.320

Stan Wong

High growth, mid tier copper producer. Will vault from 6th or 7nth into number 2. Have assets in very political stable mining friendly regions. The merger with FNX Mining will diversify them. Outlook for copper continues to be strong.

2010-04-08

Comment

15.550

Rick Stuchberry

With the recent acquisitions going on, this is an interesting one. (He sticks to the large companies in the mining sector because of liquidity.) Wait for the sector to pull back or buy only a partial position for now and then buy on weakness.

2010-03-31

DON'T BUY

15.970

Philip Doyle

Merging with FNX Mining (FNX-T) and planning on making acquisitions. Nice to see an emerging national champion but from an investment standpoint, acquisitive companies often pay a lot so it is possible they could overpay and destroyed shareholder value.

2010-03-26

BUY

14.170

(Market Call Minute.) Copper producer. Has a great production profile. Have another asset that is not in production yet.

2009-10-28

Comment

14.190

Copper play. Nice group of assets. He prefers the bigger names like Inmet Mining (IMN-T) or Teck Resources (TCK.B-T) but this one does look cheap. Copper has recovered nicely. There should be lots of upside on this.

2009-09-29

PAST TOP PICK

11.280

(A Top Pick July 2/08. Down 45.2%.) Small copper producer. There is a lot of leverage to the rising price of copper. Still some significant upside left.

2009-08-20

BUY

8.130

Veronika Hirsch

Excellent leverage to Copper. Just announced a couple of problems and stock probably reacted negatively to this. Might not be a bad place to start Buying. Thinks both problems are fixable. Great growth profile. Good management.

2009-07-17

PAST TOP PICK

9.050

(A Top Pick July 2/08. Down 56.78%.) From a seasonal perspective, he would take some off the table but longer-term he likes copper. Good growing production profile. Should be significant upside over the next 2-3 years.

2009-06-17

PARTIAL SELL

7.870

Robert Lauzon

Has had a great run and if you own, he would trim some. Long-term he still likes the copper story. This one will grow nicely over the next few years.

2009-05-26

DON'T BUY

8.090

Copper had a huge jump but might have been ahead of itself. Thinks there is more upside in the next 12 months. This company has a lot of leverage so you really have to like copper to own this.

2009-05-07

BUY

6.200

Rick Stuchberry

On the chart, copper has turned and it looks like it wants to go to $2.20. You could use this as a trade rather than a long-term investment as there is room to move. Use a fairly tight Stop. Prefers bigger companies such as Freeport-McMoran (FCX-N), which he thinks is an easy walk to around $50.

2009-04-03

BUY

3.160

Robert Lauzon

Copper focused and copper seems to be frozen for the next month. Have cash and will be able to access the equity market. Over a 3 to 5 year time horizon, under $5 is a good price.

2009-03-02

BUY

3.710

Charles Oliver, HBSc CFA

Under a lot of pressure recently. Lots of cash on the balance sheet. Had some negative re-pricing on some contracts. Trading very close to its cash value. Thinks it is set to do well.

2009-01-08

TOP PICK

20.730

Likes copper. There is a growth scare in the market right now but later this year and into 2009 copper will be very strong and probably one of the best performing commodities. Have one operating mine in Nevada with another coming on stream at the end of this year. Also have a project in Chile that could add some future growth down the line. Cheap at about two thirds valuation of its peer group.

2008-07-02

BUY

21.800

Alexander Lane, B Comm, C

Copper producer in the US. A Buy and Hold. Good production profile. One mine has just come on stream and another one will be starting in a year and a half or so so there is good production growth profile.

2008-05-29

TOP PICK

24.000

Copper is the metal that he has the most constructive view on. There hasn't been a proper supply side response and demand continues to grow. This one is based in the US, so does not have political risks. Has gold as a by-product.

2008-04-23

Comment

16.440

Jean-Francois Tardif

One of the cheapest copper stocks. Also have some molybdenum projects. Their production costs for copper are a bit higher than the average, so if the price of copper stays at $3, they will continue to do well. Whether you buy or not depends on your view of copper.

2008-01-21

DON'T BUY

17.270

Bill Carrigan

Most of the mining stocks look much the same. This one has been in an uptrend since March and then had a trend line violation. There has been quite a run on commodities and he thinks we are starting to get a rotation away from commodity sensitive stocks into disinflationary stocks.

2007-11-13

BUY

18.940

The company has executed well. They have solved production problems. It is a very cheap stock , great price to pay.

2007-10-15

WEAK BUY

17.050

Derek Webb, CFA

Long in stock. Main play is copper. Base metal companies generally trade at low PE multiples. Great stock. Trading cheap because people don’t think price will stay.

2007-09-19

PAST TOP PICK

14.000

Then $11.62 Had a great quarter, has lots of potential ahead of it. Thinks it will go to $24 or $25 in the next 2 years.

2007-08-17

Comment

12.190

John O'Connell, CFA

Copper/gold production. What you really have to watch for and make a fundamental guess on are copper prices sustainable. If not, smaller companies get hit first. Mine is expensive and companies have to raise money on a regular basis.

2007-05-29

Comment

11.660

Jeff Parent B. Eng. FCSI

Want to look for support at the price gaps. Stock has come down to a gap that was created on April 5th at $11.40. This is an important level. If it breaks through, it might drop down to the next step level of around $10.40. You should exit before it hits the next gap.

2007-05-23

Comment

11.910

Jean-Francois Tardif

A cheap stock. If you believe the commodity price of base metals will go down, sell. If you believe that commodity price of base metals will stay the same or go higher, it's a very cheap stock.

2007-05-22

BUY

12.620

Ian Nakamoto

Acquiring Molybdenum International. The molybdenum market is quite good and the fundamentals are quite strong. Low PE.

2007-05-14

BUY

13.150

Jean-Francois Tardif

Made a misstep by having copper hedged. Hedges and now gone. Made $1.13 last quarter. Stock is cheap. Have some new mines they will be putting into production. Recently bought a molybdenum asset. In copper stays were it is or goes higher, the Company has a lot of leverage on the upside.

2007-04-27

TOP PICK

11.620