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| Jaime Carrasco of Blackmont Capital |
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| SELL | Delphi Energy Corp. | DEE-T | 2.580 | Montney play. Rates this as a neutral right now because of the gas weighting. At some point, natural gas will be a good buy. If you own, consider making a switch to something that has more oil until gas prices come around. | 2010-04-14 | ||
| BUY | Trelawney Mining | TRR-X | 1.200 | Gold. Likes the story and gold. Medium risk. Drilling their property and finding reserves. Speculative. | 2010-04-14 | ||
| BUY | Pacific Rubiales Energy Corp. | PRE-T | 19.800 | Likes the Colombian plays. Has this one as an Outperform. Well managed and well financed. Requires patience. | 2010-04-14 | ||
| Comment | Uranium One Inc. | UUU-T | 2.590 | Uranium will be key in the energy sector in the next 20 years. | 2010-04-14 | ||
| Comment | Lake Shore Gold | LSG-T | 3.060 | Acquired West Timmins. Their problem now is that they are going into production which requires financing. This takes years. Would rather own other producers. | 2010-04-14 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Would buying the US$ be a good investment? Thinks the US$ is going a lot lower as it is the only way they can deal with the mounting liabilities. | 2010-04-14 | ||
| BUY | Connacher Oil and Gas | CLL-T | 1.700 | Well diversified. Have a fairly new refinery in the US that is quite profitable. | 2010-04-14 | ||
| BUY | Viterra Inc | VT-T | 9.180 | There are 2 ways to play the food story. This one basically owns grains. The other side are the fertilizers. | 2010-04-14 | ||
| TOP PICK | Tonbridge Power | TBZ-X | 2.440 | Building power lines between Lethbridge Alberta and Montana. Montana wants to build all kinds of electric capacity and there is no way to get it out to market. No earnings yet. US Energy is their partner. | 2010-04-14 | ||
| TOP PICK | Vermilion Energy Inc | VET-T | 35.660 | In the Cardium area of Alberta where they are uncovering quite a lot of resources. Dividend is sustainable and continues to increase, Continue to grow their earnings. | 2010-04-14 | ||
| TOP PICK | Northland Power Income Fund | NPI.UN-T | 13.630 | Likes utilities. Yield of almost 8%. Low risk. | 2010-04-14 | ||
| PAST TOP PICK | Agrium | AGU-T | 64.500 | (A Top Pick March 13/09. Up 46.98%.) | 2010-04-14 | ||
| PAST TOP PICK | Connacher Oil and Gas | CLL-T | 1.700 | (A Top Pick March 13/09. Up 138%.) Convertible bond 4.75% due to thousand and 12. | 2010-04-14 | ||
| PAST TOP PICK | Canadian Oil Sands Trust | COS.UN-T | 31.180 | (A Top Pick March 13/09. Up 43.32%.) Rotated out of this into some others. | 2010-04-14 | ||
| HOLD | Talisman Energy | TLM-T | 17.320 | Just got rid of their non-core assets and raised $1.9 billion and are going to concentrate on the shale gas plays. Rates it as an outperform. | 2010-04-14 | ||
| TOP PICK | TSX Group | X-T | 30.360 | Canada has what the world needs. In the environment we are heading, more and more money will enter the country. As asset location of global pension funds shift to increase the level of hard assets, this TSX will benefit. 5% dividend yield. Undervalued. | 2009-12-11 | ||
| TOP PICK | Agnico-Eagle Mines | AEM-T | 64.870 | Had a pullback when it took a couple of hits because of a mine there are bringing into operation and took the loss last quarter. Expect it will take off when production kicks in. Low cost producer and great jurisdictions. | 2009-12-11 | ||
| TOP PICK | Agrium | AGU-T | 66.400 | (A Top Pick Jan 15/09. Up 68.1%.) The world has to eat. There are 3.5 billion people in the world and we are using 99% of arable land. Agricultural stocks are starting to move. | 2009-12-11 | ||
| PAST TOP PICK | HBP US 30 yr Bond Bear+ E.T.F. | HTD-T | 14.890 | (A Top Pick Jan 15/09. Up 15.3%.) Took profits but is looking at it again because he likes what is happening to the bonds. Thinks interest rates are heading higher. | 2009-12-11 | ||
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| PAST TOP PICK | Endeavour Silver Corp. | EDR-T | 3.750 | (A Top Pick Jan 15/09. Up 170%.) Taken a little bit of profit but not too much. Thinks silver will outperform gold going forward. Located in Mexico with very little political risks. Cost of production continues to drop and the mine life keeps getting better. | 2009-12-11 | ||
| BUY | Viterra Inc | VT-T | 9.700 | One of the purest ways to play agriculture. Thanks it will do quite well in the coming year because of the monsoon season in China and India didn't pick up. Made an acquisition that has diversified them globally. | 2009-12-11 | ||
| HOLD | Penn West Energy Trust | PWT.UN-T | 17.730 | This is a solid hold. You want to own reserves in politically safe areas. | 2009-12-11 | ||
| DON'T BUY | Rusoro Mining Ltd | RML-X | 0.430 | Located in Venezuela, which is a problem. If they have a major discovery there is a chance they could be expropriated. | 2009-12-11 | ||
| HOLD | Linear Gold Corp. | LRR-T (Dead) | 2.050 | Likes the management. Has owned for a long time and is still sitting on it. You have to have patience. | 2009-12-11 | ||
| BUY | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Uranium. There had been a huge rise in the commodity and then the bubble burst and it has been lingering. Now is a good time to be adding. He owns Uranium Participation (U-T) but has not added to this. Uranium needs patience as it takes many years to build a nuclear plant. | 2009-12-11 | ||
| DON'T BUY | Yamana Gold Inc. | YRI-T | 12.730 | Management sold one of their better properties, at not a very favourable price, to another company owned by management. This left a sour taste in his mouth. Good assets and low-cost producer. | 2009-12-11 | ||
| BUY | Potash One Inc. | KCL-T | 2.560 | Likes this company, which could be a takeover. He prefers playing the big blue chip companies in agriculture. Good management and good assets. | 2009-12-11 | ||
| BUY | Sacre-Coeur Minerals Ltd | SCM-X | 0.760 | Well managed. Alluvial gold from river deposits located in Guyana. Below the alluvial they seem to have porphyry gold they have started to drill. Alluvial should be producing within the next month or so. | 2009-12-11 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Gold is setting up very nicely. Central banks are becoming net buyers of gold. Small-cap area is where the smart money is going. Gold production is at a standstill and there is nothing in the pipeline. | 2009-12-11 | ||
| HOLD | Andina Minerals | ADM-X | 1.950 | Gold in Chile. Great management team with a pretty good asset that is growing. If everything continues to come together, he thinks it will be a pretty good acquisition for someone. | 2009-12-11 | ||
| Comment | Suncor Energy Inc | SU-T | 36.290 | Holds one of the biggest land positions and has great production. World-class property with no political risks. This is a good hold that you wait on. | 2009-12-11 | ||
| BUY | Teck Resources Ltd. (B) | TCK.B-T | 37.460 | (Market Call Minute.) Loves this one. Copper. The Chinese are behind it. Will do extremely well going forward. | 2009-12-11 | ||
| PARTIAL BUY | First Uranium Corporation | FIU-T | 2.780 | Starting to take some positions in uranium as the prices have levelled off and are starting to pick up. This one looks pretty good. | 2009-10-29 | ||
| BUY | Viterra Inc | VT-T | 10.350 | Agriculture as a core holding in the portfolio is a must. This is one of those. Just made an acquisition in Australia and is a pure agriculture play. | 2009-10-29 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Agriculture. Monsoon season never hit in Asia, which means food production is down 15% and there will be problems with rice crops. In North America, wheat and corn prices have gone up all of a sudden because of the weather patterns. Early winter is setting in. | 2009-10-29 | ||
| PARTIAL BUY | Agrium | AGU-T | 52.320 | 6.5 billion people in the world and the only way we can get more acreage is with fertilizers. Fertilizers are carbon-based so the ability to manufacture is going to get hurt. This one is a natural fertilizer and is a great play on a long-term basis. Long-term hold so continue to add. | 2009-10-29 | ||
| PARTIAL BUY | Potash Corp of Saskatchewan | POT-T | 103.610 | A natural fertilizer. Long-term investment so continue to add. | 2009-10-29 | ||
| HOLD | Husky Energy | HSE-T | 28.460 | Likes energy. 4.25% yield. Prefers companies with higher yields such as Daylight Energy (DAY.UN-T). (See Top Picks.) | 2009-10-29 | ||
| HOLD | Talisman Energy | TLM-T | 19.070 | Likes their global exposure. An alternative/hedge to oil sands holdings. | 2009-10-29 | ||
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| HOLD | Teck Resources Ltd. (B) | TCK.B-T | 32.510 | Has been cautious on the recovery of the global economy. Copper is the global barometer and with it above $3 it is a very good sign. Good diversified metals play. | 2009-10-29 | ||
| PARTIAL BUY | Mega Uranium Limited | MGA-T | 0.730 | All of the uranium plays have been beaten up. If you own, it's a great place to start adding. Don't overweight. | 2009-10-29 | ||
| Comment | Canadian Oil Sands Trust | COS.UN-T | 29.450 | Likes it fundamentally long-term but sold his holdings to add to his cash position. Would definitely buy when he gets out of his gas plays. | 2009-10-29 | ||
| TOP PICK | CASH | CASH | 0.000 | Cautious. He is happy to sit on the sidelines with a little bit of cash to see what happens. 20%-30% in cash would be good. There could be a rebound in the US$ but fundamentally it will go lower. | 2009-10-29 | ||
| TOP PICK | Agnico-Eagle Mines | AEM-T | 61.190 | (A Top Pick Nov 28/08. Up 28.96%.)Very low-cost producer. Just announced some losses due to the start up costs of 2 new mines. Good management and good property. | 2009-10-29 | ||
| TOP PICK | Daylight Resources Trust | DAY-T | 8.920 | Overweight to natural gas and he feels natural gas is a pretty safe harbour now. Some good properties and are continuing to increase production. Acquired another trust that gives them 30% weighting in oil. Thinks 10.7% yield is sustainable. | 2009-10-29 | ||
| PAST TOP PICK | Sentry Select Diversified Inc Trust | SDT.UN-T | 3.030 | (A Top Pick Nov 28/08. Up 25.47%.) | 2009-10-29 | ||
| PAST TOP PICK | HBP US 30 yr Bond Bear+ E.T.F. | HTD-T | 14.900 | (A Top Pick Nov 28/08. Down 5.43%.) | 2009-10-29 | ||
| Comment | FNX Mining Company | FNX-T(Dead) | 10.570 | Had a pretty good run. In Canada and a pretty good property. A little cautious on the metals and it depends on what is going to happen to the global economy but it is starting to look good. | 2009-10-29 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Market. Last 6 months is just a result of stimulus money coming in and it is time to start getting cautious. Starting to raise cash. S&P 500 is overvalued but could go higher if the US$ crashes. There is a lot of weakness in the US economy. Subprime mess is what got us into this situation and only 47% of the debt has been rolled over and the next wave is just starting. More stimuli will be required. | 2009-09-04 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Precious metals will be the sector to be in over the next couple of months. Had sold his gold and was riding the silver but is now back into gold. A lot of institutional money is coming in. Chinese are going to buy $50 billion of the IMF gold sale. Central banks are not selling as much gold anymore. | 2009-09-04 | ||
| Comment | Harvest Energy Trust | HTE.UN-T | 5.860 | One of the few companies that has a refinery and have done quite well on the refinery margins. Has been playing this through the convertible bonds, which he thinks is a better way of playing it. | 2009-09-04 | ||
| DON'T BUY | Bridge Resources | BUK-X | 0.200 | Have had many challenges. Sold his position a while ago. | 2009-09-04 | ||
| WAIT | Ivanhoe Energy | IE-T | 1.770 | Has technology for upgrading high sulphur oil. Interesting technology for future years when oil starts to take off. Still early. Have some heavy oil assets around the world but he would wait and see. | 2009-09-04 | ||
| HOLD | Pacific Rubiales Energy Corp. | PRE-T | 13.800 | Have been doing great work. Management has a very solid business plan and they have a lot of momentum behind them. If you own, consider locking in some profits. | 2009-09-04 | ||
| DON'T BUY | Trans Canada Corp | TRP-T | 32.400 | Likes the pipelines. They are a simple business. Get paid for sending things through a pipeline. Prefers Pembina (PIF.UN-T) or Enbridge (ENB-T). 4.7% yield. | 2009-09-04 | ||
| BUY | Pembina Pipeline Income Trust | PIF.UN-T | 15.140 | Likes the pipelines. They are a simple business. Get paid for sending things through a pipeline. Higher yield than TransCanada (TRP-T). | 2009-09-04 | ||
| BUY | Enbridge | ENB-T | 40.570 | Likes the pipelines. They are a simple business. Get paid for sending things through a pipeline. Higher yield than TransCanada (TRP-T). Building a new pipeline in New Brunswick and are looking at one for the US. 3.65% yield. | 2009-09-04 | ||
| DON'T BUY | Mega Uranium Limited | MGA-T | 1.230 | Uranium went through a huge bubble in the last couple of years and it is still bursting. It will take a while before a lot of the nuclear plants being built globally are going to kick in. Wait for the stocks to have some earnings visibility. | 2009-09-04 | ||
| BUY | Canada Lithium Corp. | CLQ-T | 0.610 | Lithium is needed for electric car batteries but also for storage of power from wind turbines. Bolivia is the Saudi Arabia of lithium but what they have is 18,000 feet into the mountain and there is no infrastructure, roads or electricity and it is very hard to get at. There is also huge political risk. | 2009-09-04 | ||
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| PARTIAL BUY | Potash Corp of Saskatchewan | POT-T | 97.180 | Likes the agricultural sector. Expecting a lot of pent-up demand for potash. He would be slowly adding to this. | 2009-09-04 | ||
| PAST TOP PICK | Sentry Select Diversified Inc Trust | SDT.UN-T | 3.030 | (A Top Pick Nov 28/08. Up 25.47%.) Rolled over to the Sentry Select Mutual fund. | 2009-09-04 | ||
| PAST TOP PICK | HBP US 30 yr Bond Bear+ E.T.F. | HTD-T | 14.910 | (A Top Pick Nov 28/08. Down 4.86%.) Started to see some downward pressure on the yield of the 10-year bond so he covered that recently. | 2009-09-04 | ||
| TOP PICK | CASH | CASH | 0.000 | He is sitting at 20%. | 2009-09-04 | ||
| TOP PICK | Agnico-Eagle Mines | AEM-T | 73.150 | (A Top Pick Nov 28/08. Up 50.62%.) One of the lowest cost gold producers. He likes the mid-caps because these are the ones the big companies will be looking to buy. Great management team. | 2009-09-04 | ||
| TOP PICK | Arc Energy Trust | AET.UN-T | 17.050 | A little bit overweight natural gas and he thinks natural gas merits some consideration. Have good hedges in place. | 2009-09-04 | ||
| Comment | Vero Energy Inc. | VRO-T | 3.060 | Likes natural gas but right now you need a bit of patience. There has been a 50% decline in rigs. Factor in a lag of about 15 to 18 months. Thinks we will be facing major shortages. Expect there will be a lot of demand in the US is utilities change from coal to gas. | 2009-07-06 | ||
| DON'T BUY | First Uranium Corporation | FIU-T | 3.850 | This one is in South Africa giving it a political risk. Early for uranium. Takes about 10 years to build a nuclear reactor so there will be a lot of time before the major demand for uranium is in place. On a long-term basis uranium will be a good investment. | 2009-07-06 | ||
| HOLD | Uranium One Inc. | UUU-T | 2.580 | Wouldn't be a buyer of uranium right here. If you own, hold but it will be a while. Some holdings in Kazakhstan. | 2009-07-06 | ||
| DON'T BUY | Sunoco Inc. | SUN-N | 22.240 | The biggest issue with this is that it is a US company. He likes energy, refineries and the sector but he is concerned about the US$. Wouldn't buy any US company right now because he feels he would lose on the currency. | 2009-07-06 | ||
| Comment | Teck Resources Ltd. (B) | TCK.B-T | 19.570 | Likes this company. Although he has not been buying base metals, when the inflationary move begins to happen, which he expects, it will be because of a diversification out of the US$ into hard assets. From a long-term perspective, this company make a lot of sense. | 2009-07-06 | ||
| BUY | Crescent Point Energy Corp | CPG-T | 32.950 | Crescent Point Energy (CPG.UN-T) or Husky (HSE-T)? Likes both companies but his preference would be Crescent Point because of the cash flow they are paying. Have great management and great property. Both of them will do very well on a long-term basis. | 2009-07-06 | ||
| BUY | Husky Energy | HSE-T | 30.320 | Crescent Point Energy (CPG.UN-T) or Husky (HSE-T)? Likes both companies but his preference would be Crescent Point because of the cash flow they are paying. Have great management and great property. Both of them will do very well on a long-term basis. | 2009-07-06 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Natural Gas: We can't expect demand to pick up in North America until we see the economy start to improve and there is industrial utilization picking up. However he expects inventory levels to start declining ones the overproduction of gas passes through. The question mark is When! Usually takes 12 to 18 months for that process to go through and we probably have a couple of months to go before the supply starting to come down. | 2009-07-06 | ||
| TOP PICK | CASH | CASH | 0.000 | He is currently 20% cash. Thinks there will be a better buying opportunity and he would like to be ready. If the Cdn$ starts to rise and interest rates start to come down he will go higher than 20%. | 2009-07-06 | ||
| TOP PICK | Canadian Oil Sands Trust | COS.UN-T | 25.700 | Love's energy long-term. | 2009-07-06 | ||
| TOP PICK | Agrium | AGU-T | 45.120 | The fundamentals of food on a long-term basis are just unbelievable. Hopes the acquisition of CF Industries goes through. This will put them ahead of Potash (POT-T) and make them the #3 agricultural company globally. | 2009-07-06 | ||
| BUY | Claymore Global Agriculture E.T.F. | COW-T | 17.120 | Likes the fundamentals of agriculture. | 2009-07-06 | ||
| DON'T BUY | New Gold Inc. | NGD-T | 3.110 | Hasn't been adding any gold but has been looking at it in order to buy. He prefers playing small caps through a mutual fund. | 2009-07-06 | ||
| HOLD | Russel Metals | RUS-T | 14.650 | Likes this one. Has a good dividend. Have done extremely well through this period. Thinks they will get through this tunnel but we have to wait for steel demand to pick up. | 2009-07-06 | ||
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| DON'T BUY | HBP Nymex Oil Bear+ ETF | HOD-T | 15.220 | Oil shortages are going to start to kick in pretty soon because of major cutbacks in drilling and production. Supply crunch is coming next. He would not be short oil or any commodity right now. | 2009-05-22 | ||
| BUY | Hanfeng Evergreen | HF-T | 7.480 | Fertilizers and their market is mostly in China. Has been looking at this one and really likes it. Trading at a nice discount to its intrinsic value. Likes food and the emerging markets. | 2009-05-22 | ||
| SELL | Western Canadian Coal Corp. | WTN-T | 1.320 | He is very cautious on coal. US will be imposing a huge tax on the energy complex and coal will be affected. | 2009-05-22 | ||
| BUY | Canadian Natural Rsrcs | CNQ-T | 60.640 | Likes most, if not all, Canadian oil companies. Important to have a longer-term outlook and understanding of Canadian oil patch. Be aware of the geopolitical problems such as Pakistan and the Middle East. Canada is the only place with rich, political free oil. | 2009-05-22 | ||
| Comment | Russel Metals | RUS-T | 14.400 | Likes this, but is a little bit cautious on it. Long-term it is a great hold. If you own, you could add a little bit here, otherwise wait. Almost 7% yield. | 2009-05-22 | ||
| WAIT | Teck Resources Ltd. (B) | TCK.B-T | 15.870 | Long-term it is a great hold. He is a little bit cautious on it at the moment. He owns some and will be adding to it when the signals are right. | 2009-05-22 | ||
| DON'T BUY | Denison Mines Corp | DML-T | 2.210 | Thinks it is early for uranium. The problem is, it takes a long time to build a nuclear plant. | 2009-05-22 | ||
| TOP PICK | Agrium | AGU-T | 56.580 | There are 6.5 billion people in the world and there is 1.5 months supply of grain and we are using up 99% of arable land. Long-term play. | 2009-05-22 | ||
| TOP PICK | Connacher Oil and Gas | CLL-T | 1.110 | 4.75% bond maturing June/30/12. Great balance sheet. They have a refinery, and he loves refineries. Looking for 110% appreciation on the capital. | 2009-05-22 | ||
| TOP PICK | HBP US 30 yr Bond Bear+ E.T.F. | HTD-T | 15.960 | (A Top Pick Nov 28/08. Up 1.34%.) US 30-year bond bear ETF. 2X leverage. Gives negative participation on the bond market. As yields go up, this appreciates. Thinks he will hold this long-term. | 2009-05-22 | ||
| PAST TOP PICK | Sentry Select Diversified Inc Trust | SDT.UN-T | 2.440 | (A Top Pick Nov 28/08. Down 0.47%.) Likes the yield. | 2009-05-22 | ||
| PAST TOP PICK | Agnico-Eagle Mines | AEM-T | 64.810 | (A Top Pick Nov 28/08. Up 35.3%.) Sold this one at $68 for a gain of 12.41%. He may buy this again. | 2009-05-22 | ||
| PAST TOP PICK | Agnico-Eagle Mines | AEM-T | 64.240 | (A Top Pick July 25/08. Up 5.5%.) In and out of this with a net gain of 96%. Currently out of gold because he thinks the relative value of oil producers merits consideration. Will go back in when oil balances in his portfolio. | 2009-03-13 | ||
| TOP PICK | Agrium | AGU-T | 46.000 | The market is not recognizing intrinsic value. Should be in the $115 range. | 2009-03-13 | ||
| TOP PICK | Connacher Oil and Gas | CLL-T | 0.740 | Convertible Bond 4.75% due in 2012. You are getting $.40 on the dollar while adding to your oil content. Have $180 million in cash, which is enough to pay their debt. | 2009-03-13 | ||
| TOP PICK | Canadian Oil Sands Trust | COS.UN-T | 22.780 | One of the biggest oil companies in Canada and he thinks institutional money will come in. Should have a good rebound in the next couple of months. Expecting distributions to increase as oil prices firm up. | 2009-03-13 | ||
| PAST TOP PICK | Bridge Resources | BUK-X | 0.250 | (A Top Pick July 25/08. Down 79.2%.) Just downgraded it to a $.95 target. Producing now. Should be having sales pretty soon. | 2009-03-13 | ||
| PAST TOP PICK | Claymore Global Agriculture E.T.F. | COW-T | 14.870 | (A Top Pick July 25/08. Down 35.1%.) Agriculture ETF. Has had a 35% move on the upside since October. Net asset value has improved and he thinks it will catch up. | 2009-03-13 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Palladium & Platinum: Thinks big money is going to go after gold and silver but there is nothing wrong with these 2 metals. | 2009-03-13 | ||
| DON'T BUY | Teck Resources Ltd. (B) | TCK.B-T | 5.040 | If they can make it through this tunnel, they'll have quite a bit of leverage on the way back up. Copper has been having a nice bounce. If it goes above $2 he'll start considering the metals. | 2009-03-13 | ||
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| PARTIAL BUY | Denison Mines Corp | DML-T | 1.410 | The only way demand for energy can be met is through nuclear. Uranium is a very good long-term play. You could start adding a little bit if you have a long-term spectrum. | 2009-03-13 |
