STOCKCHASE

Likes silver longer-term, but has been disappointing over the last 6-7 months but this has now broken out above the 200 day and 50 day moving averages. A high beta stock so you have to be careful. He prefers trading at this point. $36 might be the next resistance level before it gets to $40.

2012-01-26

Comment

30.920

Displaying good relative performance across 2011. If it moved above $36, that would be the breakout. If you want to be in silver, this is probably your bellwether.

2012-01-06

DON'T BUY

31.210

If you really want to own a silver stock, this is a good one because you are basically buying a royalty stream on revenues. Wrong neighbourhood. He is not focused on precious metals right now.

2012-01-05

PARTIAL BUY

29.390

Michael Sprung

Not sure that it will fall into much more. We have seen a retreat in a lot of the materials stocks. Reaching a point where it can be looked at as a possible entry point and start to accumulate a position.

2011-12-19

Comment

33.240

Jamie Horvat

Great leverage to the silver price. Has been pretty sideways. He is positively inclined on the price of silver. They're growing from 24-25 million ounces a year to 40 million. Should get great leverage because they don't share in the operating side of the business. Just increased dividends based on cash flow generation of the prior quarter.

2011-11-18

BUY

36.210

Jim Huang

Business model of taking silver from operating property mines instead of getting involved makes a lot of sense. Extend well over the past year and should continue so. Very bullish on precious metal prices.

2011-11-14

PAST TOP PICK

36.650

(A Top Pick Feb 18/11. Down 4.38%.) Have introduced a dividend. Taking in a lot of money. Good cash flow and earnings. Still likes.

2011-11-11

TOP PICK

36.230

Rick Stuchberry

Silver. Be selective where you buy this. Don't just buy it today unless you are super bullish. He buys below $30 and sells about $40. Positive on precious metals.

2011-11-03

TOP PICK

34.780

Very positive on the price of silver and this is one of the best ways to play it. Will be taking production from 25 million ounces to 43 million over the next 3-4 years. No risk to capital costs because they don't actually produce it.

2011-11-01

BUY

34.420

Good long-term hold. Not a miner but the 2nd largest holder of silver globally. There are opportunities ahead of them that might well make them the largest.

2011-10-31

DON'T BUY

32.680

Prefers energy. But when you get to precious metals, he prefers gold. The set up is a little broken. He wants the stock to trade above $34 before going in. Their dividend is now going to go up with the price of gold and he likes this.

2011-10-25

Comment

30.110

Doesn't have any significant yield. Centers it a Buy under $30 and a Sell when it gets into the low $40. Likes this kind of operation where you are not dependent on one mine. Doesn't like some of their jurisdictions.

2011-10-21

DON'T BUY

30.720

Ron Meisels

Had a wonderful up leg early this year but then fell back. In the next rally it did not go as high as the previous time. There is support at roughly $28-$29 and that's where your stop losses should be.

2011-10-03

BUY

38.770

Mike S. Newton, CIM FCSI

Favourite silver stock, loosely correlated to silver price.

2011-09-13

TOP PICK

39.730

Jamie Horvat

$700 million or so in cash on the balance sheet. $1 billion or more in cash flow per annum. This gives you upside to the silver price move without the issues of CapX, operating hiccups and inflation impacts. Starting to pay a dividend.

2011-09-06

BUY

37.650

A streaming company. Bought all by products from gold and silver companies and refine them.

2011-08-25

HOLD

36.520

When precious metals move higher, some producers do not follow. Today is a day when people are taking down risk exposure. Big concerns are the macro concerns in the market. On a relative basis, this stock has been behaving much better than the market.

2011-08-18

Comment

36.780

James Hodgins

In the spring when silver went to $50, this company did not participate, which indicated a correction was coming, which it did. Now starting to see equities relating to gold and silver perform better. We are also entering a better seasonal period. Prefers Tahoe (THO-T).

2011-07-25

DON'T BUY

34.870

Brian Acker, CA

This one never got cheap enough for him to buy. He has a model price of $30.76, a 12% negative differential.

2011-07-08

BUY

30.550

Christine Poole

In precious metals, she is generally favourable on golds and longer-term on silver because of the deficit issues and market uncertainties. Silver has pulled back. This is a silver royalty company that takes its revenues off the top line. They don't have to worry about production.

2011-06-20

PAST TOP PICK

30.420

(A Top Pick Feb 18/11. Down 22.69%.) Process silver at about $4. Still likes. Very little exploration exposure.

2011-06-14

Comment

35.760

Very volatile and pays a very small dividend. He is currently sitting on the sidelines although a few of his clients own some. Broke down technically but looks like it is building up again. Their big advantage is that they have contracts to buy silver but don’t operate mines. Some risks that some governments could create problems over the low silver prices they are paying.

2011-05-27

DON'T BUY

33.410

He has very low exposure to precious metals right now. If they are going to find support, it should be around these levels. This company is basically sitting on top of the 200-day moving average. This is a way for exposure to silver without concerns around rising production costs and has been a business model that has worked over time. He is not ready to step into precious metals yet. Keep your Stops pretty tight if you buy.

2011-05-18

TOP PICK

32.690

Silver prices were parabolic and it's no surprise that it bounced off the 50-day moving average and came down. This stock came off $45 down to $32 so he took advantage of that. Longer term silver prices should continue to move up.

2011-05-12

Comment

35.170

Brendan Caldwell

A silver company that doesn’t actually produce silver. They have contracts to buy silver as a by-product from a number of mines whose main business is gold, copper, etc. Recent drop may be due to profit taking. Chicago Mercantile Exchange has been increasing margins required for owning silver contracts and this has put pressure on silver prices.

2011-05-03

DON'T BUY

38.500

Has been one of his core holdings for a long time. This is a proxy for the price of silver. You’ll get upside on the price of silver but you’ll not get production uptake. Better to diversify over to the growth stories of mines coming in to production.

2011-04-29

Comment

40.450

James Hodgins

Would be careful here. One of the indicators he uses is the net specs in the futures markets. They are very high for both gold and silver right now. There is a lot of leveraged speculative money in the market right now.

2011-04-21

DON'T BUY

39.780

John Stephenson

CEO left and a new one brought in. People concerned the company can’t sign up more production from miners at such attractive rate. They contracted at $4 an oz when now it is over $40.

2011-04-20

DON'T BUY

40.100

Bill Harris, CFA

Almost bought when it was at $25 because it had a great growth profile and return profile for the next 25 years. This is the best silver company you could own but you have to get it at a good price.

2011-04-18

Comment

40.900

Hap (Robert) Sneddon FCSI

Silver chart is a bit scary. He is more positive on gold these days and is taking some profits on stock, but not eliminating it entirely.

2011-04-15

BUY on WEAKNESS

42.950

He would buy on a pull back to the $38 level, but doesn’t know if it will happen. Alternatively he would buy at a breakout from this level.

2011-03-25

BUY

38.320

Great company. Loves the silver space, but he owns the commodity. This stock ranks well in his model. Longer time silver can continue to move up. Silver has the industrial usage that gold doesn’t have.

2011-03-17

BUY

42.530

Go where the money is going and silver is one of those spaces. Will probably come out with very good numbers.

2011-03-01

BUY

41.300

Brooke Thackray

Silver and platinum seasonality tends to run from February into May. Chart shows a good up trend and it technically just had a break out, which is very positive. Thinks it has some legs from here.

2011-02-28

TOP PICK

38.680

They have long term contracts to buy silver that gold companies mine but can’t refine. No exploration risks, they just produce. Cost of production is only about $4 an ounce.

2011-02-18

HOLD

33.790

Michael Decter

Was tempted on silver when it didn’t follow gold. Silver doesn’t tend to run up as hard as gold and then seems to fall down harder. Wouldn’t get spooked out because of the sharp drop. Expects both gold and silver will get a bounce when inflation looms.

2011-02-03

BUY on WEAKNESS

29.800

Peter Brieger

Looking at this one but would prefer it at $28. Very dependent on royalties from silver mines so therefore silver prices. There has been a 6.8% decline in the gold price, which is a normal correction so expects silver will follow.

2011-01-27

DON'T BUY

29.160

Support around $28. If you were looking for another entry, you want to see it hold the 200-day moving average. He would want to see them stabilize. He doesn’t average down.

2011-01-25

DON'T BUY

30.390

Bill Harris, CFA

Silver stocks are incredibly expensive. This one trades at 40X estimated earnings. Hard to get excited.

2011-01-24

BUY

34.110

In silver, stocks have outperformed Silver bullion. Silver has a better supply/demand outlook. The problem is that it has run up so much. A healthy pullback is normal. He thinks it will be better later on. If bought higher, hold on, otherwise a food entry point.

2011-01-06

PARTIAL SELL

38.410

Formed a base Feb to April, ran up and formed another base May to August and was then followed by a tremendous run from August to December when I hit its peak. If you own, reduce.

2010-12-20

DON'T BUY

37.710

Very racy stock. You need nerves of steel. Almost a trading stock. He has only a small holding.

2010-12-17

Comment

39.450

Colin Stewart

Very dependent on royalties from silver mines so therefore silver prices. He prefers owing silver ETFs or the physical silver directly. If you are bullish on silver, this is a good way to play it. At current silver prices, it could be volatile.

2010-12-14

SELL

37.900

Derek Webb, CFA

He believes precious metal will go higher over the long term, but it is not a bad time to harvest some of the profits on this one. This is terribly over bought.

2010-11-30

BUY

35.400

Likes it a lot. One of his top 10. Has had a large position for 2 years. They have no cash costs. They are a royalty company. They get paid whether the mind does well or not.

2010-11-08

PARTIAL SELL

27.250

Silver Wheaton or Silver Standard (SSO-T)? Silver has gone parabolic and it can’t last at the same slope. Even though silver has gone up, stock has dropped indicating investors do not believe that it can last. You might want to consider taking profits. Would prefer this one because they have contracts in place.

2010-10-06

PARTIAL SELL

25.990

Hap (Robert) Sneddon FCSI

Relative Strength Index is 71 and anything above 70 is considered overbought and it will pull back at some point. You can ride the momentum but at this point if you are long the stock, consider taking some profits.

2010-09-16

Comment

24.880

Ron Meisels

RSI (Relative Strength Index)? A very interesting indicator but not something he pays a lot of attention to. When you have a stock that continues to move higher and higher, your RSI is going to continue to be positive. If you use this, the warning signal will be when it dips below $70.

2010-09-08

BUY on WEAKNESS

23.940

Don Vialoux

Silver/silver stocks are generally tracking gold stocks and currently are outperforming them. Technically looks very good and you want to hold at least until end of September and he suspects right through until end of December.

2010-08-27

PAST TOP PICK

19.500

Greg A. Taylor, CFA, BBA

(A Top Pick July 22/09. Up 103.4%.) Locked in his gains.

2010-07-05

DON'T BUY

20.800

Jim Huang

(Market Call Minute) Does like it but prefers operating companies.

2010-06-22

BUY

20.520

Peter Brieger

It is at a discount right now. Thinks they will increase and perhaps even be at a premium to Silver. He has no silver stocks in his portfolio.

2010-06-15

HOLD

19.160

The trend line looks very good. Well above the 200 day.

2010-06-04

BUY on WEAKNESS

21.180

Jamie Horvat

There’s nothing wrong with taking profits. Silver continues to be up significantly. This company does not have exploration and development costs. Still remains positive on silver.

2010-05-11

BUY

19.240

Norman Levine

(Market Call Minute.) The price of gold and silver look like they want to go higher. A good name.

2010-05-05

BUY

19.320

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

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

John Embry

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

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

(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

(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

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

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

John Embry

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

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