STOCKCHASE

(A Top Pick Feb 18/11. Down 25.06%.) Sold his holdings in September when there were concerns about the Chinese economy.

2012-02-10

HOLD

40.790

Brian Acker, CA

If we get hit with something negative in Europe or China. $46.20 would be his target otherwise.

2012-02-09

BUY

40.750

Likes this one longer-term. Tends to be volatile on economic news because it produces commodities, particularly coal, iron ore and zinc. Would buy it here for a long-term play on China.

2012-02-08

DON'T BUY

41.600

Colin Stewart

Long term it is a great business. Near term challenges are a slowing in emerging markets. Pressure on copper and steel prices (Meteorological coal).

2012-02-07

HOLD

41.600

Michael Smedley

Arguably it is the only decent sized base metals company that we have in Canada. Has shown steady progress through from October until the tail end of the year dip but is now working higher. Thinks it will go higher but you have to have firm to strong metal prices. Should be safe.

2012-02-07

DON'T BUY

42.500

Copper and coal. Copper side is very economically sensitive and has turned around in the last 3 months. Coal may be looking slightly weaker now so the combination is okay. Prefers it in the low to mid $30. A little ahead of itself valuation.

2012-02-06

BUY

42.370

Mike S. Newton, CIM FCSI

If what is going on in China is just a soft landing, and if we are expecting good things from copper and coal, he thinks his company is very well positioned.

2012-02-01

BUY

42.520

Likes both the coal and zinc part of the story. The coal is primarily an Asian story and he thinks this will continue strong in spite of dips.

2012-01-31

HOLD

42.880

Stan Wong

Copper and coal. Assuming that the clouds are starting to clear a little on the global picture, this is the kind of stock you want to own. Higher beta stock so is a lot more volatile than your normal TSX stock. Above the 200 day moving average.

2012-01-26

BUY on WEAKNESS

42.470

Hap (Robert) Sneddon FCSI

Seen 20% in S&P and 10% in Toronto since October lows. Likes it because of the demand from China. Would buy except for worries for a short-term pullback in the markets.

2012-01-25

PAST TOP PICK

41.650

Dennis Da Silva

(Top Pick Jan 13/11, Down 32.25%) Out performed base metals. Likes the exposure to copper and the zinc exposure.

2012-01-24

DON'T BUY

41.930

Karl Berger

The commodity complex is a little bit under pressure at this time. The growth phase of the economy at this time, he wouldn't be concentrating exposure to it.

2012-01-20

BUY on WEAKNESS

42.220

Chart shows a downward trend line from early 2011, which has just been broken. He is hoping to Buy this on a bit of a pull back at around $35-$36 range. Well managed company.

2012-01-19

Comment

39.650

Balance sheet is improving. Bullish on the company long-term but over the next 3 to 6 months we could see some trouble in steel output from China, which could affect some coking coal. With Europe slowing down and China being their biggest exporter, they could see trouble here but he would expect it to snap right back. They could earn $4.50-$5.50 a share depending on commodities but that is a cheap valuation. If you are a patient investor, this would be the time to buy. If you are a trader, he would stay away

2012-01-16

BUY

39.350

Gavin Graham

(Market Call Minute.) Nice wide variety of different materials as well as coal. Making higher lows.

2012-01-13

BUY

39.980

Laura Wallace

Well diversified, likes it. Silver birch asset will be positive. Net coal expansion and copper prices may turn around.

2012-01-12

DON'T BUY

37.650

Stock has been under a lot of pressure and he has been looking at it recently. There has been a slowing of the economy with weak copper prices. Coal has been strong but there have recently been threats of renegotiating lower prices. All the resource-based companies have had a correction. If it got down to the low, low $30 on a real scare he might be interested.

2012-01-09

DON'T BUY

38.490

David Burrows

A wonderful company that gives you great access to a number of different resources. Well-managed and great operators. Cdn$ and Australian$ have been weak against the US$. There are a number of groups, including the metals, in the TSX that have yet to turn.

2012-01-05

Comment

38.790

Brian Acker, CA

His model price is $70.44, and 83% positive differential. He can see it in the short term going to the $45-$46 level. You could flip a coin on this one and it all depends on what happens in Europe.

2012-01-04

Comment

38.370

Pretty cheap. On his watch list. It might be something that if he gets more confident he could come to although he already has BHP Billiton (BH-N).

2012-01-03

TOP PICK

35.910

Lyle Stein

He likes coal and copper and finds zinc an interesting additional asset. Balance sheet has been improved. Generating oodles of cash. Raised their dividend in the 4th quarter. In terms of current copper prices, they have a lot more room to return cash to shareholders. 2.2% yield.

2011-12-30

BUY

35.910

Copper and Copper stocks are about to enter into season strength. This year it looks like the sector is getting lined up. Now it is going to be one of the strongest sectors. Copper inventories are now lower than usual. Copper has bottomed and has started on its seasonal trend. This didn’t happen in 2011. Could be an interesting trade between now and May.

2011-12-30

Comment

36.350

Rick Stuchberry

Likes it and think there is going to be an opportunity to take a trade on what he owns. This falls back into the Asian growth prospect. Relatively cheap on most fundamental metrics.

2011-12-22

TOP PICK

34.210

Trading at almost half of its high for the year. He supposes that if Chinese growth falls to zero, demand for coal will probably go down along with the prices for coal and zinc. Chinese growth going from 9% per year to 8% per year is not a justification for knocking the price of this stock to half. Vastly oversold and is probably worth $60 today. Dividend yield of 2.3%.

2011-12-19

BUY

35.180

One of his favourites. Fits into the long-term theme of Canada providing resources to developing nations. Feels that China will have a soft landing.

2011-12-16

BUY on WEAKNESS

37.920

David Cockfield

Has been very volatile. If things don't turn out well in Europe, people start worrying about the economy and the demand for base metals. It could easily take another hit. Almost in a trading range. If you see it get below $35, it is definitely a buy.

2011-12-09

Comment

37.920

Colin Stewart

Very good business. Their big exposures are to copper and metallurgical coal. Have a lot of valuable mines and assets. As good a company to own as any in Canada.

2011-12-09

Comment

37.360

There is a slowing global economy. The big engines of growth are the emerging markets and they are slowing. In the short term, this company has downside risks. Wouldn't want to pay more than $30 a share for this one right now. Iron prices are we and coal prices will catch up.

2011-12-08

DON'T BUY

37.870

Jeff Parent B. Eng. FCSI

A little bit early to be investing in this right now. There is still a downward cycle and is trading below all the moving averages. If you own, sell if it drops below $35. Long-term target would be $40, but not before the summer.

2011-12-02

BUY

37.650

Share price suffered quite a bit as the Chinese economy has been slowing. The Chinese government is now focused on getting their economy growing again, which is a positive for resource stocks. Very attractively priced.

2011-12-01

DON'T BUY

32.660

Veronika Hirsch

China, which has been pretty much immune to problems, is now having difficulty exporting. She reduced her exposure to base metals earlier this year. Likes it for the long-term, but in the short term there is not that much good news.

2011-11-25

BUY

32.660

A lot of mining stocks have taken quite a hit with the recent slide in commodity prices. This company is much different now than it was a few years ago. Balance sheet has been improving dramatically over the last little while.

2011-11-25

PAST TOP PICK

38.310

(A Top Pick Feb 18/11. Down 28.62%.) Sold about half his position.

2011-11-11

BUY

40.250

Bought it because one of his investment themes is that you want to own shares in companies that provide commodities that Asia wants. Is a buy here. Price of gold is based on speculation of traders. It has nothing to do with the underlying commodity value in terms of supply and demand. Volatility of commodities is as great as it has ever been. It will be a roller coaster on the way up but demand will eventually develop in emerging markets.

2011-11-08

PARTIAL BUY

39.050

Likes this one. Expects it is going to be very volatile. China is slowing and Europe is probably going into a recession in the US is growing slowly. Best time to own is right in the heart of a recession. You may be a little early but it is a company that is doing very well. If you don't own, buy half now and if it gets down to the low $30's, add another quarter and go all the way in the $20's.

2011-11-02

BUY

40.350

Randall Abramson

Has no idea what comes in the next two weeks, but this is an interesting play here. It is undervalued based on the discounted cash flow going forward. You have o have an outlook on copper and copping coal. If you believe global growth will continue at a descent clip, then it will do well, otherwise companies like Microsoft will do better.

2011-10-27

BUY

37.330

Is a core holding for most but he does not hold it. He prefers BHP Billiton. There is nothing wrong with Tck. You have to be fairly certain that growth in the world economy will happen.

2011-10-26

BUY

34.160

For a trade, at these prices, he thinks this is very attractive. The company doesn't see any slowdown and have ordered new equipment to expand their mines. Coal and copper prices have fallen but feels it is a short-term phenomenon. Balance sheet is in great shape. Sees it going back to the $45-$50 range.

2011-10-20

WAIT

34.120

Stan Wong

Long term it will do well. Medium and short term there is a lot of uncertainty. Got stopped out some time ago.

2011-10-19

BUY

36.030

Attractive level to come in. Copper prices have come back. Economic concerns have caused all base metal stocks to pull back. Coal and copper primarily. She had a good long-term outlook one these as China will need them.

2011-10-12

WAIT

33.650

Usually does very well from around November and on to April of each year. There are some early technical signs that it could be starting a bottoming process.

2011-10-07

STRONG BUY

30.990

If you have a 3 year view, if If you have a 3 year view, this is a screaming Buy/

2011-10-04

BUY

28.690

Michael Decter

Likes their operations and thinks their main commodities are still in big demand. Below $30 is an excellent time to buy. If it gets back to $48, he would probably exit it.

2011-10-03

DON'T BUY

28.690

Ron Meisels

Falling knife.

2011-10-03

BUY

30.720

Alice Tsang

Because of the global slowdown, metallurgical coal prices are going to soften but the stock has already priced this in. If there is a huge margin call like we have seen in the past, the price could go lower but is trading at a very cheap valuation level.

2011-09-29

HOLD

30.400

John Stephenson

Name that you should own in general. 60% meteorological coal. Will double its copper by 2018. Strong growth but it is trading at half its net asset value. It is cheap but we are into a period of time where things are looking a little dicey. It will be a survivor. You probably can get it a little cheaper.

2011-09-28

HOLD

32.060

Michael Smedley

The last of the great mining groups. Needs coal and zinc firing well. Support will depend on the commodity sector.

2011-09-27

WAIT

30.730

Veronika Hirsch

There is nothing wrong with it per se except for the environment. There is slowing demand for coal. Both demand and production are slowing down. It is not a good time to buy it with all the uncertainty in Europe. Buy high yield dividend stocks.

2011-09-23

SELL

30.730

Norman Levine

You might get some short term trading pops. Use as an opportunity to get out. Chinese demand for steel may have peaked. You want to own it when the commodities are going up, not down.

2011-09-23

DON'T BUY

31.750

Charles Lannon

If economy continues to slow, base metals are going to be the most vulnerable. This is not his favourite name in the space. Prefers BHP. The demand is going to be there but he thinks you should think of switching.

2011-09-22

BUY

36.110

With the pullback in base metals stocks, he has been looking at this one. The demand will be there for the longer term. As economies recover, the demand for resources is bound to go up. This one is capable of learning $5 and up. For a patient investor, this would be a good one.

2011-09-20

BUY

39.160

Commodity stocks have not been working in the last few months. Nothing wrong with this company. If you have a longer-term view, you can buy this one.

2011-09-14

WAIT

38.730

Mike S. Newton, CIM FCSI

One of Canada’s greatest companies. He got stopped out of it and made a loss. He is going to wait 30 days so he can keep the tax loss but is going to re-enter. Doesn’t see the catalyst immediately. Hold on a little bit.

2011-09-13

DON'T BUY

41.660

Very strong seasonality, usually from November until May. Now is not a good time to be in resources.

2011-09-02

BUY

37.950

David Cockfield

Anything under $40 is not a bad entry point. Growth stock so the yield is not huge but not too bad. Own huge coal resources and great mineral resources. A solid stock.

2011-08-19

DON'T BUY

39.490

David Burrows

We have been going through an economic recovery and this period is beginning to look like the 70s where there are shorter recoveries followed up with cyclical declines in the market. He has been reducing his exposure to economically sensitive companies.

2011-08-18

Comment

39.490

The view on this company for 6 to 12 months boils down to your view on the economy and the market. He is positive on the direction of the economy but it will be slow growth. Even China is slowing down and they rely on a lot of the material from this company. If the market bottoms in the next few weeks, it's a great buy.

2011-08-18

Comment

43.780

Coal, copper and zinc. Trading at quite a cheap valuation. Based on where economies are going, he feels a value is now is probably in the low to mid $50’s.

2011-08-15

BUY

43.050

Love their suite of assets. Has copper as well as metallurgical coal, which China needs. Potential upside on the oil sands.

2011-08-11

Comment

41.430

Colin Stewart

Caller’s strategy is to Buy around $40, do covered call writes and sell the out of the money calls. With the premium, he buys Puts and sells twice as many Puts. Comment? Interesting strategy. Has heard of others doing this. Very volatile stock and will be largely dependent on coal and copper prices. Writing options is not a bad strategy but buying could be expensive because of the volatility.

2011-08-09

Comment

41.430

Hap (Robert) Sneddon FCSI

Could get back up to $50 as quickly as it came down from there. Will continue to ship a lot of products to Asia. Highly volatile and economically sensitive.

2011-08-09

Comment

37.810

Rick Stuchberry

There will be a bounce and it will be a trading bounce for certain. If we get much more than that, it is difficult to know. He still has faith in emerging markets growth. Until this changes, you by stocks like this on the pullbacks.

2011-08-08

WAIT

37.810

Had a little bit of support in the low $30’s, which means there will probably be some buyers coming in around $35. Data shows this stock is in the right space. The big question is, what is this correction the market is in. You have to pick your spots.

2011-08-08

TOP PICK

44.930

Likes exposure to met coal and copper longer term. These are commodities that China needs.

2011-08-02

TOP PICK

44.930

Michael Decter

Had a very good quarter based on their copper and coal. An enormously good play on China and Asia. Likes how they came through after acquiring Fortis. Very good management team. Hoping to sell at in the mid-$60's.

2011-08-02

STRONG BUY

50.160

Very bullish on this one. Just bought some. Thinks it is the best of the bunch.

2011-07-20

TOP PICK

50.180

Mike S. Newton, CIM FCSI

A disappointment for 2011. His preferred mining vehicle. Well positioned across several different types of metals. Has a great growth profile over the next 10 years. With this correction, it is a good opportunity.

2011-07-19

PAST TOP PICK

45.950

Richard Croft

(A Top Pick June 14/10. Up 17%.) Sell Oct $35 Put @ $2.50.

2011-06-24

PARTIAL BUY

44.180

Stan Wong

Indicated they were cutting their coal forecasts because of Japan. Has been a challenge recently. Likes this one longer-term because there is no company like this with their coal and copper in Canada. An opportunity to accumulate.

2011-06-22

BUY on WEAKNESS

43.230

Recently announced they were not going to meet their 2nd quarter numbers. Also announced that coal and shipments are going to be on the lower side. Has been looking at this to see where he would like to reenter.

2011-06-20

HOLD

43.660

Bill Carrigan

Has had a very complicated period this year but looking at a longer term, the 200-day is still rising. On a point and figure chart it is right in deep support. Correction should be over for this one.

2011-06-17

BUY

43.750

Likes the company and likes coal.

2011-06-16

Comment

45.400

Copper and coal. Getting into a good price range. Although China is going to moderate, it’s not going to stop growing. If it got down to the $40’s he would aggressively buy and would be very aggressive at $35.

2011-06-15

PAST TOP PICK

46.290

(A Top Pick Feb 18/11. Down 16.74%.) Likes their diversification.

2011-06-14

SELL

47.500

Brian Acker, CA

It has come down. If it breaks around $43.60 level then potentially it could go lower, so sell. He said in January to get out of Materials. If there was a bubble pop in China and they went into recession, these stocks would really go down.

2011-06-09

DON'T BUY

46.750

Sandy McIntyre

We have a weakening phase in China and week economic phase globally. During a weak phase you don’t want to pick up the exposure.

2011-06-08

BUY

47.250

Not particularly seasonal. It is copper and big coal. Marginal consumer is China. TCK is coming into pretty good long-term value.

2011-06-07

BUY

50.320

Bill Carrigan

Copper. Sector is fine. Commodities in general are working up to the old highs and thinks they will stay and won’t collapse. Equities will play catch-up so play the equities. This is the right place to be. Would also encourage you to check out the ETFs.

2011-05-27

BUY

50.320

David Cockfield

Teck Resources (TCK.B-T) or Hudbay Minerals (HBM-T)? Both are growth resource stocks so dividends are not exciting. From a safety standpoint Teck is bigger and less focused in base metals and has significant coal content. A lot of their resources is driven by Chinese demand. Hudbay is very cheap and has about $5-$6 in cash and is another good choice..

2011-05-27

Comment

48.400

Douglas Kee

Inmet Mining (IMN-T) or Teck Resources (TCK.B-T)? Not a resource person but would suggest Teck because it is more diversified, bigger and leveraged to metallurgical coal.

2011-05-25

TOP PICK

47.240

Bought back in because it got too cheap. Growing assets; interest in oil sands that market isn’t recognizing. Second largest metallurgical coal producer in world. Off 25% and really nothing has changed.

2011-05-24

Comment

48.690

Norman Levine

Has a major exposure to metallurgical coal, which seems to be the driving force. Along with other commodity stocks it seems to be cooling right now, If you are a believer in the super cycle of commodity stock this would be a good entry point otherwise stay away.

2011-05-20

BUY

48.700

Don Lato

Fell with commodity stocks. Likes it and likes coal operation. Chinese coal is a big market for them. Flooding in mines has created more demand from China for coal.

2011-05-18

DON'T BUY

44.850

Historically does very well around November to January each year. Currently in a downward trend. There is minor support at the current level. It is currently outside of the period for season strength.

2011-05-13

HOLD

45.500

Steve Carlin

You have to have a longer term outlook for this sector. This company has a lot of upside potential because of coal and copper. He has a $65 6 to 12 month target.

2011-05-11

Comment

48.130

Coal with a bit of copper now. But the copper has no country risk. But Tck is more dependent on Coal, which means China.

2011-05-10

BUY

47.780

Hap (Robert) Sneddon FCSI

Likes both the coal and zinc stories. Feels the demand for steel will be very supportive of metallurgical coal. Demand for metals in Asia will support the price of zinc. Well managed, Balance sheet is coming back into shape.

2011-05-05

DON'T BUY

49.620

Currently at a support level of around $48. Next level would be around $37. Looking at this but not going to jump in yet. If it holds between $37 and $48, and breaks the down trend and starts to base build, this would interest him more. There are lots of better risk/rewards out there right now.

2011-05-04

BUY

51.430

Alice Tsang

One of her favourite names in the sector. Stock is fairly valued but she is very bullish on copper and met coal. Good management. Have a number of projects that can bring on 15%-20% growth over 3 years.

2011-04-29

BUY

51.430

Great proxy for the global economy. Japan has massive restructuring to be done and there’s growth in China, South America and India. Thinks his company has an $83 target.

2011-04-29

BUY

53.180

Dennis Da Silva

85% earnings are generated from met coal and copper. Both commodities have been doing very well and have a very good long term outlook.

2011-04-25

BUY on WEAKNESS

51.620

Exposure to good commodities. Copper and met coal markets are strong. If it were below $50 he would look at going into it.

2011-04-19

HOLD

48.770

Michael Smedley

It all depends on metallurgical coal, which still looks strong. Steady copper market. Their Red dog zinc mine is one of the most important in the world.

2011-04-18

WAIT

49.830

Ross Healy

His target is $5 lower, which he would consider a good technical entry point but looking into 2012, it depends on the US economy.

2011-04-15

DON'T BUY

50.140

Richard Fogler

Stock has dropped considerably. Short-term outlook may be interesting, particularly around the nuclear situation, which could be a good thing for coal although their coal is primarily metallurgical. Most of the demands for materials are coming from China and he feels their growth is going to slow considerably.

2011-04-14

BUY

50.900

Michael Decter

Very volatile trader. Likes at this price and there is probably a trade between $50 and $60. Looking for it to eventually end up higher than $55-$60, so would be looking for an upside of 15%-20% over 18 months.

2011-04-13

WATCH

56.190

Norman Levine

Benefiting form coal and copper prices. Contracts have just been signed for metallurgical coal for $330, about 50% higher than last time. If it came down to below $50, he might give this one a look.

2011-04-06

HOLD

56.380

Did resolve Elkview mine issue to end the strike. It could get back to $60 with the markets and the momentum, then sell it. First quarter results aren’t going to be great as they gave an earnings warning previously.

2011-04-05

Comment

51.250

Bill Carrigan

Doesn’t think the stock is going to fall apart but feels the easy money has been made. This was a high momentum play so it’s a late stage momentum play. Will probably have another run but it’s a high-risk play. Would move down to a lower risk story.

2011-04-01

BUY

52.750