| BUY | 11.160 | Bruce Campbell | 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 | 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 Healey | 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 | Michael Smedley | 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 | David Burrows | This is a wonderful company. It looks like silver prices want to go higher. | 2008-03-03 | |
| BUY | 17.240 | Bruce Campbell | 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 | Michael Smedley | 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 | Bruce Campbell | 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 | 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 | Michael Smedley | (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 | David Burrows | 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 | John Embry | 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 | Michael Smedley | 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 | Michael Smedley | 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 | Robert Cohen B.A.Sc., MBA, CFA | 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 | John Embry | (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 | John Embry | 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 | John Embry | Get's to buy silver from the parent company at a fixed price, and get's to leaverage the price. It's not cheap. But he expects silver to go up, and he expects it to do well. | 2005-03-10 | |
Experts that have talked about Silver Wheaton
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