STOCKCHASE

Silver has a touch of quality at the moment. This one is the lazy man's way of being in the sector because it is a royalties company and is not in the digging. European currency problems will have a positive effect on precious metals.

2010-04-29

Comment

17.310

Stan Wong

Likes silver a bit more than gold because of its industrial usage. This one looks interesting. Decently positioned. He would prefer Silvercorp (SVM-T).

2010-04-08

BUY on WEAKNESS

15.700

Has hung in pretty well even though silver/gold prices have retreated. Great way to play Silver in that they have a lot of contracts where they take the production at a cost with the floor of $3.90 an ounce. A little ahead of itself by $1 or so.

2010-03-15

WATCH

15.520

Don Vialoux

Silver is an economic commodity as well as precious metal. Demand for silver is going to increase as we get into spring construction season. Also a time when a lot more computers are being built. Seasonality is normally from November through until May. Technicals are iffy on this one right now. Wait until there is confirmation of support and try to get at $12.93.

2010-02-03

TOP PICK

17.910

Has the right formula for succeeding in the silver market because they buy streams of silver production and control their costs. Pay a lot up front but had a guarantee of a certain cost level.

2010-01-12

BUY

16.230

Nick Majendie

Playing silvers through this company. Very interesting model. Huge increase in production with a fixed cost of about $4 a pound. Should increase production 2.5 times over the next 3-4 years.

2009-12-09

BUY

16.000

Michael Decter

Silver is not keeping up with gold and tends to lag gold on the way up but more than all paces on the way down.

2009-11-11

BUY

14.780

(Market Call Minute) Has some upside in production and royalties they are getting.

2009-10-19

BUY

14.310

John Zechner

This is a royalty play. They buy royalties on existing projects. Likes the valuation longer term. Buy more silver plays than gold, which he prefers. Good long term hold and continues to grow.

2009-10-06

PARTIAL SELL

13.800

Stan Wong

Just did an offering of additional shares, which was very successful. Sober is hot right now. He prefers the silver commodity through HBP Comex Silver ETF (HUZ-T). If you own, consider taking some profits.

2009-09-17

PAST TOP PICK

12.550

Charles Oliver, HBSc CFA

(A Top Pick July 7/07. Down 11.5%.)

2009-09-09

TOP PICK

10.920

Rick Stuchberry

Not exposed to the vagrancies of costs of production because they have contracts with mines that has silver as a by-product. Could have 30 million ounces in about 3 years.

2009-08-27

Comment

10.390

Basically a royalty play with no cost downside of silver. If you like silver this is the best one.

2009-08-10

BUY

10.700

Thinks silver stocks are set up very attractively as well as gold. Should the stock trade through $12 you should buy more.

2009-08-06

Comment

10.940

Peter Brieger

Looking at this one. Likes silver.

2009-08-05

BUY

9.700

Likes this one. They are buying the off take of metal mines where a lot of them have silver as a by-product.

2009-07-28

TOP PICK

9.790

Greg A. Taylor, CFA, BBA

Silver trades at a bit of a ratio to gold. That ratio has blown out to proportions that you want to look at Silver over gold right now. Also expects an economic recovery in the next 6 months and industrial demand for silver will get it going higher.

2009-07-22

HOLD

9.470

Veronika Hirsch

(Market Call Minute.) Great company. Silver probably has a high beta to gold.

2009-07-17

PAST TOP PICK

9.300

Charles Oliver, HBSc CFA

(A Top Pick July 7/08. Down 35.1%.) Still likes this one and is in his top 10 list. Exceptionally cheap. This company is not impacted by higher capital costs or operating costs.

2009-02-18

BUY

7.950

Derek Webb, CFA

He is bullish on precious metals. Likes this company and doesn't think you can go wrong.

2009-02-03

BUY

7.420

Ross Healy

Likes this stock. Silver will continue to rally with gold.

2009-01-09

BUY

8.000

Lifting with gold. Good way of buying into silver production. Well run.

2008-12-31

BUY

7.890

Peter Grandich

Thinks silver will track gold and he is alleged on gold. There is strong physical demand as currencies are being debased.

2008-12-29

WAIT

7.090

Brian Acker, CA

Speculation. If it broke through $8.40, which would tell him the balance sheet is okay, he would be a big buyer.

2008-12-16

TOP SHORT

4.120

Ken McCord

(2 Top Picks are pair trades.) Long Barrick Gold (ABX-T) and Short Silver Wheaton (SLW-T). The commodity and an industrial play is not screening well for him.

2008-12-04

BUY

3.220

(Market Call Minute.) If you believe in silver and gold this is a Buy.

2008-11-25

Comment

3.360

Don Vialoux

Silver has a period of seasonal strength from around the middle of November and through until February. Stock is showing early signs of trying to bottom. He prefers consolidation of at least 3 weeks before the base building pattern is complete.

2008-11-24

BUY

11.160

For the most part silver acts with gold. Thinks silver has been oversold and there should be a bounce. A low cost producer.

2008-08-18

TOP PICK

14.040

Charles Oliver, HBSc CFA

Energy prices and costs are going to continue to be a strain on the mining industry. This one is a new royalty structure. They have a fixed cost for their silver. Will produce around 15 million ounces this year. They also have the royalty on Goldcorp (G-T) flagship mine Peneskito(?).

2008-07-07

BUY

13.020

Colin Stewart

Very innovative structure. Buys silver royalties off of other companies that have silver as a by-product. Interesting way to play sober. No direct mine risks. Stock price will be dependent on the price of silver. He is bullish on silver.

2008-06-25

Comment

14.670

Ross Healy

Has been a bit of a disappointment as of late. Has a good working model and has lots of upside.

2008-06-05

TOP PICK

18.900

No production problems. No high inflation rate re mining costs because they just take on contracts and their cost base is about $3. A great way for an investor to play silver and precious metals without having to decide which mine.

2008-03-13

BUY

17.190

Lawrence Roulston

This one exactly tracks the silver price. A brilliant business plan that they have executed and it has become one of the largest silver producers in the world. Consistently profitable. Not a lot of downside risk. If you believe silver is going higher, this is a great place to be. Trades at 46X earnings.

2008-03-04

BUY

17.500

This is a wonderful company. It looks like silver prices want to go higher.

2008-03-03

BUY

17.240

The company was the most leverage to silver. Low costs. A lot of it was contract stuff that they did for Goldcorp (G-T). Now have more liquidity, which is very positive.

2008-02-28

BUY

14.000

Has improved somewhat. Just made another silvers royalty contract with another mine. Feels that silver and gold will be reasonably strong in the market. Buy for the long-term.

2007-08-03

BUY

14.200

Veronika Hirsch

This is a really good story. Good management. Affiliated with mines that if the mine has to expand, they do not have to put up any money. Likes silver long-term.

2007-08-01

TOP PICK

14.050

Bill Carrigan

Has a large ascending triangle and he thinks a breakout has just occurred.

2007-07-10

WEAK BUY

12.600

He likes it. It is at cycle highs at the moment. But he likes the smaller plays because they have more growth.

2007-06-05

BUY

12.870

Peter Grandich

Likes the technical picture of silver. This one is a decent silver play and could participate if he is correct on silver's breakout.

2007-05-11

BUY

11.230

Has been a laggard. May be a bit of a fallout from Goldcorp’s (G-T) problems. A bit undervalued compared to its peers.

2007-04-03

TOP PICK

11.140

Bill Carrigan

A proxy for silver. Thinks it is trying to build an ascending triangle. If it can break above $14, it could go a long ways.

2007-03-27

PAST TOP PICK

11.000

(A Top Pick Mar 29/06. Down 14.3%.) Has been disappointing. Silver stocks at large have outperformed this one. This gets Silver from the by-products of zinc mines. Has sold some of his holdings.

2007-03-23

DON'T BUY

12.330

Silver is a commodity that looks all right, but he doesn't like the action of this stock. Extremely volatile. Has not hit any new highs.

2007-02-20

BUY

12.400

Peter Hodson

Have a great royalty stream coming from silver assets. They finance mines and then 3 or 4 years later, they get all the cash flow. Very well run. A nice liquid way to play silver. Prefers this over ETF’s.

2007-02-19

DON'T BUY

11.450

Bill Belovay

Difficult to understand. There are a few nuances to it.

2006-10-24

BUY

10.690

Doug Casey

A wonderful piece of financial engineering, making it possible to invest in a stock to get all the leverage in silver. This is a pure silver company. The perfect way to speculate on higher Silver prices.

2006-10-18

HOLD

9.690

Robert Floyd

This sector is going to be weak for the next little while. Once it bases out you could add a little bit.

2006-09-20

DON'T BUY

10.130

Paul VanEeden

Bought the rights for 4.75 million ounces of production for 20 years for $285 million. For every $1 increase in silver, the internal rate of return goes up by 2%. A very good deal for them, but no leverage for the investor as the market cap equals the transaction.

2006-07-19

BUY on WEAKNESS

10.800

Lawrence Roulston

Silver is extremely volatile. Has a very small market and magnifies the moves of the gold market. This company is a very good proxy for the Silver market. The way it is structured is that they get 100% of the market price whatever they sell with a fixed production cost. Aggressive management team.

2006-07-12

BUY

7.650

Q: Good time to buy a call option? A; This is a great time to buy anything in the silver patch. Would take a 3/6 month timed option.

2006-06-13

BUY

11.400

Bill Belovay

This is a direct play on the price of silver. They make contracts with silver companies to buy their silver at a fixed price over a set period of time. People are now buying the silver ETF’s instead. Feels that the market will come back to this company.

2006-05-11

Comment

12.380

Paul VanEeden

Have been acquiring the silver production off of mines. Trouble with evaluating this company is that you have to believe the inferred resources are going to be converted into proven and probable reserves and mined. It is probably trading at a premium.

2006-05-01

BUY

12.090

A pure silver play. They do long-term contracts, 20/25 years. An excellent way to buy silver.

2006-04-20

TOP PICK

12.830

Robert Cohen B.A.Sc., MBA, CFA

Silver is in relative short supply. There are very few straight silver mines that are any good.

2006-03-29

DON'T BUY

6.920

This is an expensive stock from what it is. Will be leveraged to the price of silver.

2006-01-11

PAST TOP PICK

5.400

(A Top Pick Aug 23/05. Up 28%.) The best pure silver play in the stocks. Have their costs locked in.

2005-11-01

BUY

5.510

Peter Grandich

Thinks that silver will go from being in the shadow of gold to being in the forfront. Phenominal management.

2005-10-24

TOP PICK

4.110

A brilliant concept. They acquire silver production, in many cases with a steady cost base. Making money now, but if there is a big explosion in the silver price, which is more likely than in the gold price, this will be the go-to stock in silver.

2005-08-23

BUY

4.250