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Robert Cohen B.A.Sc., MBA, CFA of Dynamic Funds
29th Floor, 1 Adelaide Street East
Toronto ON
M5C 2V9
(416) 363-5261
Robert Cohen B.A.Sc., MBA, CFA's website
Toll Free: (866) 977-0477
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rcohen@dynamic.ca

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

PAST TOP PICKAgnico-Eagle MinesAEM-T60.530(Top Pick Aug 11/08, Up 22.5%) All their problems are fixable. They revised their guidance. They had some recovery issues in Finland and now they have that project at 85% recovery. New mines in Nunavit and Mexico are in production now. Rapid growth.2010-01-12
BUYOrvana MineralsORV-T1.120They acquired a company and has the financial resources to put the mine into production.2010-01-12
BUYAlamos Gold IncAGI-T13.870Trading at fair value. Market has not appreciated that they acquired two mines in Turkey. These could represent another $10 in value.2010-01-12
BUYSabina Gold & Silver Corp.SBB-T1.430World-class project. Very robust project. They are still drilling and it will get bigger over time. You have to have patience with this one. It has moved up lately and will continue to move up. It is a long-term thing. We will see more recognition for what this project is.2010-01-12
PAST TOP PICKRed Back Mining IncRBI-T (Dead)17.320(Top Pick Aug 11/08, Up 173%) Another $2 there. They are into another wave of success. 2010-01-12
HOLDCenterra Gold IncCG-T13.240Just reported numbers and beat expectations. Should comfortably meet their expectations for next year. You get little flare-ups of perceived political risk. It represents fair value. You get a good leverage to the price of gold.2010-01-12
N/AA Comment -- General Comments From an ExpertA Commentary0.020One year out $1150-$1200. Has a lot to do with the US$ bottoming out. US doubled their money supply so we’ve seen an increase in the gold price. Gold is the only commodity that central banks use to back their foreign exchange. Jewelry demand has been less than investment demand. The up trend in gold prices could continue for decades due to financial crisis. If you want exposure to the sector you buy a fund like his, but if you wear a value hat you might want a development company and with a growth cap you would prefer a growth company.2010-01-12
TOP PICKKeegan ResourcesKGN-T7.040Currently drilling project in Ghana. Doing environmental baseline studies right now. Will be at 5 million oz by end of year. Open pit mine. Just completed financing so they are cashed up.2010-01-12
WEAK BUYWesdome Gold Mines Ltd.WDO-T2.590Old mine in Quebec. Fair value is $4 but because it’s a small company, he would bring it down to $3. Weak buy but with where gold is going it could move into the $3 range.2010-01-12
PAST TOP PICKSan Gold CorporationSGR-T3.690(Top Pick Aug 11/08, Up 152%) One of top holding in his fund. 2010-01-12
TOP PICKOsisko Exploration Ltd.OSK-T8.500Project is now financed and under construction. Will go into production early next year. It will be Canada’s largest gold mine. 750,000 oz /year. As it goes into production, the discount that market applies to it will start to turn into a full valuation. They are also doing a joint venture in northern Quebec that could yield multi-million oz potential.2010-01-12
WEAK BUYDetour GoldDGC-T18.000It might be a little challenging to get the gold. It is fairly valued where it is trading now. It’s not a slam-dunk, but it is a respectable project. Possibly near the bottom in it’s price range.2010-01-12
SELLCentamin EgyptCEE-T2.190(Market Call Minute) If you don’t mind political risk. Valuation makes sense.2010-01-12
BUYPremier Gold MinesPG-T4.030Great drill results today. They have three projects and all are giving great results. Decent market capitalization. Very interesting company. Gold corp. might want to buy these projects or take out PG.2010-01-12
BUYFortuna Silver MinesFVI-T2.720(Market Call Minute) One of few silver companies still undervalued.2010-01-12
DON'T BUYTerrane MetalsTRX-X (Dead)1.340It is a low-grade project. This is why gold corp. did not proceed. This has challenging economics at these metal prices. Fairly valued. There are other things out there that he prefers.2010-01-12
BUYEast Asia Minerals CorporationEAS-X4.000(Market Call Minute) Fair value and buy if you don’t mind politician risk2010-01-12
WEAK BUYB2Gold Corp.BTO-T1.450Looked at startup of their mine in Nicaragua. Stock is fairly valued. There could be some upside on an existing mine. Management is not bad. He has not reviewed this one extensively.2010-01-12
STRONG BUYBrett Resources Inc.BBR-X (Dead)2.210Northwestern Ontario. They already have 5 Million oz. There is likely more potential. Thinks this will prove itself to be an economic deposit. It is undervalued. 2010-01-12
STRONG BUYAtac Resources LimitedATC-X1.400Yukon. Million oz discovered. Large potential to expand.2010-01-12
BUYCommander Resources LimitedCMD-X0.380Junior exploration company frilling in Baffin and high arctic. Some interesting geology. Worth holding onto. They will one day make a discovery. A well-run exploration company. 2010-01-12
BUYArmistice ResourcesAZ-T0.360A few days ago they acquired a historic mine and believe that there is more ore in the mine. It transforms the company and gives them a project they can sink their teeth into and gives them a new direction.2010-01-12
TOP PICKPerseus Mining LimitedPRU-T3.080They have two robust projects worth over 2 Million oz per year. Will be listed on the TSX soon. Two projects. Combined can yield over 400,000 oz per year. Thinks it is still very undervalued.2010-01-12
TOP PICKAgnico-Eagle MinesAEM-T49.000Terrific growth profile. 6 different gold mines. A top holding in his fund. 2 operating mines. Massive growth profile. Too much focus on last quarter earnings.2008-08-11
VAGUEHigh River Gold MinesHRG-T1.080Market is upset with last deal they did with Russian company. Last transaction was very dilutive to the company.2008-08-11
WAITRubicon Minerals CorporationRMX-T1.150Have had good hits. Question whether there is continuity among hits. Good location. There are results of interest.2008-08-11
DON'T BUYGeologix Explorations IncGIX-T1.380Have to pay Silver Standard (who optioned the property) for every once discovered. May have to pay more than the capitalization of the company. May have to re-negotiate or give up part of project.2008-08-11
DON'T BUYNorthern Dynasty Minerals LtdNDM-T5.800Large deposit, but grade is marginal. Needs copper prices to be $1.5 per pound. Not likely to be in production until 2015. Permitting is likely to slow it down. They are near a nature preserve.2008-08-11
TOP PICKRed Back Mining IncRBI-T (Dead)6.390Cash costs are excellent. Likes depth extensions below open pit mine. Local political problems created a sell off. Financing expansions out of cash flow. Likes long term potential. 2008-08-11
CommentA Comment -- General Comments From an ExpertA Commentary0.020This is like a wholesale sell off in the gold sector. People are moving to the financials. This is a big sell off. For those who are patient, this could be a very attractive entry point. Doesn’t think gold can come down much more and should edge up, but the question is will stocks follow. It’s very related to the US$. When it’s strong, gold tends to be weak.2008-08-11
TOP PICKSan Gold CorporationSGR-T1.430A Top holding in his fund. Stock price driven by exploration results, which are really good. Market excited by recent results, but driven down by general market sell off. Speculative.2008-08-11
BUYOsisko Exploration Ltd.OSK-T3.760Early stages of construction. Moving part of town to new site. Equipment deliveries early next year, production in 2010. Market not fully picked up on size of this.2008-08-11
BUYLundin Mining Corp.LUN-T4.880Market perceived this as a zinc stock but going forward it is more of a copper company. Beat up beyond belief. Production costs were rising. 2008-08-11
BUYCentamin EgyptCEE-T0.920Investors might not be comfortable investing in Egypt. Over burden and lower grade material has to be removed in order to get to sweet spot. 2008-08-11
HOLDCouer D'Alene Mines Corp.CDM-T1.880Price collapse in last few days is mind-boggling. Patient investors should be rewarded. Next year when project goes into production, we should see earnings coming in. Long term might want to pick a silver stock that is less volatile.2008-08-11
PAST TOP PICKAgnico-Eagle MinesAEM-T58.010(A Top Pick Apr 20/07. Up 38.3%.)One of the premier gold companies in production. Going through a new wave of growth with production increasing over the next 4 years from 250 thousand ounces yearly to about 1.3 million ounces.2008-01-03
PAST TOP PICKAurelian Resources IncARU-T (Dead)8.230(A Top Pick Apr 20/07. Down 6.3 %.) Probably the best gold discovery of this cycle. He is comfortable in investing in Ecuador. Probably over 13.7 million ounces at a really good grade.2008-01-03
HOLDEldorado GoldELD-T6.180Had to suspend their Turkish operations. Suit has to be reviewed by the courts. Be patient. He thinks they will get through this. Also have a gold mine in China and another mine in Turkey.2008-01-03
DON'T BUYNovaGold Resources IncNG-T10.330Has no idea why the stock has gone up so much. Capital costs where a lot higher then expected on the Galore Creek project. This caused the 50% drop in stock price. Their other property is in Alaska, which could be expensive.2008-01-03
DON'T BUYTahera CorpTAH-T0.130Diamond stocks are not necessarily a cakewalk. This is a story where a mine was put into production in the North West Territories, but costs were a lot higher than expected and the company ran into cash flow problems and the grade was not what they expected.2008-01-03
HOLDGeologix Explorations IncGIX-T2.460Still in early stage exploration, but results so far are quite positive. Have to see how drilling goes, but he is bullish enough on it to Hold. Future results could result in Buying more. 2008-01-03
TOP PICKRed Back Mining IncRBI-T (Dead)7.7402008 production, including the Tasiast mine, of about 250,000 ounces per annum . Also have a lot of extensional new pits and exploration potential of depth. Have a new underground high-grade discovery.2008-01-03
BUYPaladin ResourcesPDN-T6.180He is bullish on uranium. This is probably a good entry point. Great management.2008-01-03
DON'T BUYNew Gold Inc.NGD-T5.190High-grade copper ore body in British Columbia, but you are looking at something that might require a bulk mining method. Not sure where the capital costs will lie.2008-01-03
HOLDAugusta ResourceAZC-T4.100Good copper deposit in Tucson, Arizona with over 10 billion pounds. Expect to be producing by 2011. Also silver and molybdenum by-products. Silver Wheaton (SLW-T) will be buying silver from them.2008-01-03
TOP PICKSan Gold CorporationSGR-T1.460Project is in Manitoba. This is a really interesting geology story.2008-01-03
PAST TOP PICKOsisko Exploration Ltd.OSK-T6.150(A Top Pick Apr 20/07. Up 14.1%.) Gold. Malartic open pit low-grade deposit in Quebec. Has over 8,000,000 ounces in resources. Because of location, they have power, labour, etc. of infrastructure already.2008-01-03
DON'T BUYNautilus Minerals Inc.NUS-T3.840This is one of those companies that he won’t believe it until he sees it. Dealing with mining on the ocean floor requiring new technology.2008-01-03
HOLDAustralian Solomons GoldSGA-T0.740Re-start of a mine in the Solomon Islands. It’ll be another year. Went through some management changes last year, which affected the stock price. Good exploration results as they are drilling in a high-grade area. Have been pulling some really nice holes out of it. You’ll have to be patient over the next year.2008-01-03
CommentGunpoint Exploration LtdGUN-X0.180Had been drilling in B.C. and pulling out some nice drill holes, but it turned out the zone was pretty much confined near surface. There are a couple of other zones they can still drill that might have something. He sold his holdings.2008-01-03
CommentNiolgold MiningNOX-X0.285Have some claims around the Malartic gold play in Quebec around the Osisko (OSK-T) deposits. Doesn't think they have started drilling it yet.2008-01-03
BUYDetour GoldDGC-T12.750Property, near Timmins Ontario, has the potential of being a 10 million ounce deposit. Lower grade open pit at around 1.6/1.7 g per ton. Still some upside.2008-01-03
TOP PICKAndean ResourcesAND-T (Dead)1.890And exploration project in Argentina. Not cheap. The best part of this project is the Eureka West zone, where they are pulling out some fantastic holes. Has the potential of being a 3 to 5 million-ounce deposit and ultimately 10 million.2008-01-03
DON'T BUYYukon-Nevada Gold Corp.YNG-T1.600New CEO. Haven’t followed it too closely. Had been a fan of their Yukon project, but not of Nevada. Now looks at it as a mediocre type of investment.2008-01-03
BUYHarry Winston Diamond Corp.HW-T37.950(Market Call Minute) There won't be a huge amount of upside.2007-11-16
BUYAgnico-Eagle MinesAEM-T49.500(Market Call Minute) Still one of his favourites. Expanding their production from 250,000 ounces to about 1.2 – 1.3 million ounces over the next 3 years.2007-11-16
TOP PICKAurizon MinesARZ-T3.920Really good project in northern Quebec. Will be producing at a rate of about 160,000 ounces a year. Catch costs of around $280 an ounce. Has another discovery called Joanna near Rouyn-Noranda, Quebec and is likely to be a very large open pit bulk mining gold. Undervalued on the Casa Berardi mine alone.2007-11-16
TOP PICKAurelian Resources IncARU-T (Dead)8.480(A Top Pick Feb 12/07. Up 34.6%.) Southwestern Ecuador. One of the best exploration discoveries in this cycle. Low-cost operation. Extremely high grade.2007-11-16
BUYEldorado GoldELD-T5.480A lot of the price performance will depend on the outcome in Turkey. Thinks it will be okay. Also have a backup in their Tanjianshan operation in China. Very attractive at this level and could retest the old highs.2007-11-16
BUYGoldcorp IncG-T31.3203rd largest old company in the world. Acquisition of Glamis was fairly dilutive on their balance sheet. When the production starts up in Mexico, things should return to normal. Looks good on a net asset basis. Likes the deal they did with Kinross (K-T).2007-11-16
BUYIamgold CorpIMG-T8.730About 25% of their cash flow last year came from niobium (a metal to strengthen steel) out of Quebec. Thinks their 4th quarter cash flow will be even better. Also has gold in Ecuador and Surinam.2007-11-16
DON'T BUYNorthern Dynasty Minerals LtdNDM-T11.650Massive project in Alaska. Basically copper. Combination of open pit and underground. It needs long-term copper prices higher than $1.50 a pound for the open pit. Such a massive project; it will take years and years before it goes into production. Not a fan. His target is $8.25.2007-11-16
HOLDPalmarejo Silver and Gold Corp.PJO-X10.500Being taken over by Coeur D'Alene (CDM-T). If you own, tender your shares.2007-11-16
BUYSan Gold CorporationSGR-T1.380Located in Manitoba (rated the best mining jurisdiction in the world). A gold mine that is back in production. Looking at 50,000 ounces a year and ramping up to 100,000 next year. High-grade ore. Officially about 8 g per ton. Lack of skilled labour is a hindrance.2007-11-16
TOP PICKOsisko Exploration Ltd.OSK-T5.980Currently an 8.4 million ounce project. 15 drill rigs are committed to this property.2007-11-16
PAST TOP PICKAlexco Resource Corp.AXR-T5.550(A Top Pick Feb 12/07. Down 11.3%.) One of the highest grade silver camps in the world. In the Yukon. Still a Buy.2007-11-16
CommentWestern Gold FieldsWGI-T3.430Redeveloping an old mine. Construction is about 80% complete now. It would be a good quality levered name to the gold price. Undervalued. Fairly low grade, which can create volatility. He prefers higher grades.2007-11-16
BUYGold Eagle Mines Ltd.GEA-T7.500Directly adjacent to Goldcorp’s mine (G-T) in Red Lake and have 5 drills working this site. There is a potential to expand the deposit. Very good hold long-term.2007-11-16
PAST TOP PICKGunpoint Exploration LtdGUN-X0.195(A Top Pick Feb 12/07. Down 73.2 %.) Project in British Columbia did not work out. A couple of zones can still be drilled which would give them a chance of recovery. Sold his holdings.2007-11-16
BUYDetour GoldDGC-T9.820Large tonnage, lower grade open pit near Timmins. Right now its exploration as they are still expanding the size of the deposit. Results are looking very good. Production probably in 3 years.2007-11-16
BUYPremier Gold MinesPG-T2.850(Market Call Minute) Red Lake Ontario area. Good exploration. High risk.2007-11-16
CommentSan Anton Resource CorpSNN-T (Dead)1.100Fairly low grade giving you leverage to the commodity prices. Appears undervalued but prefers higher grades.2007-11-16
CommentMindoro Resources Ltd.MIO-X0.670He avoids investing in the Philippines. Political jurisdiction is not the best in the world.2007-11-16
TOP PICKAgnico-Eagle MinesAEM-T50.900Excellent wave of growth ahead of it. Annualized production of gold will go from 225000 ounces a year to 1.25 million over the next 4 years. Building 5 mines in Finland, Nunavut, Mexico and Quebec. Excellent technical team.2007-09-06
PAST TOP PICKAurizon MinesARZ-T3.520(A Top Pick Oct 4/06. Up 15.7%.) Northwestern Quebec. Still likes it a lot. In production.2007-09-06
CommentAxmin IncAXM-X0.970Sold his holdings because of the ongoing perceived political risk discount, which he believes is being applied to the stock. Undervalued.2007-09-06
PAST TOP PICKAurelian Resources IncARU-T (Dead)6.900(A Top Pick Oct 4/06. Down .05%.) Ecuador. Still loves it. One of the best gold discoveries of this cycle. Resource should be coming out and believes it will be in excess of 10 million ounces in all categories. Undervalued.2007-09-06
CommentEldorado GoldELD-T5.690The biggest call you've got to make is the reopening of their mine Turkey in terms of the political situation. Feels it will be resolved before the end of October.2007-09-06
SELLAuRico Gold IncAUQ-T8.480Good new management team. Their project is somewhat challenged. They are dealing with an open pit mine that is exhausted and are planning on extending the underground, which will be expensive. Would look elsewhere.2007-09-06
DON'T BUYGolden Star ResourcesGSC-T3.610Chang in management caused the last dip. Projects are located in Ghana, which doesn't have a developed infrastructure creating a lot of power interruptions. Also a lot of metallurgical problems. Would look elsewhere.2007-09-06
HOLDHigh River Gold MinesHRG-T2.680Assets in Russia. A solid hold.2007-09-06
BUYIamgold CorpIMG-T8.050Still getting through digesting the Cambior acquisition. Had some operational difficulties. There are a few sources of upside including 1) Westwood discovery, which will extend the life of the Doyon mine 2) niobium mine in Quebec with their long-term con2007-09-06
DON'T BUYKinross GoldK-T13.950Has been a laggard. Mid-cap company. Assets are not the most enticing except for a couple they acquired through Bema Gold. There is also the Russian political risk, but he feels they are okay in this situation. The stock will give you leverage with the g2007-09-06
CommentMeridian GoldMNG-T33.680Yamana Gold (YRI-T) trying to acquire. Management/shareholders are opposed. Grew through exploration while Yamana grew through acquisitions. Have a number of projects that are not being recognized by the market. Possibly has some other suitors.2007-09-06
BUYStornoway DiamondSWY-T0.750Have interesting pipes in Québec. Target is $1 so there is some upside.2007-09-06
BUYFreeport McMoran Copper & GoldFCX-N91.700One of the largest copper stocks in the US. Cash flow because of the high copper prices should expand over the next few years.2007-09-06
BUYGeologix Explorations IncGIX-T1.650Have property in Mexico and have pulled some outstanding holes. One was 243 m with 7 g per ton. Still at a “wait and see” stock, but have the right sense of discovery.2007-09-06
DON'T BUYLake Shore GoldLSG-T1.570Just released good results on their Thunder Creek project, but their feasibility studies did not meet market expectations. Had higher capital and operating costs. Hasn't had a chance to review the revised feasibility results.2007-09-06
WEAK BUYYamana Gold Inc.YRI-T13.110Trying to acquire Meridian Gold (MNG-T), who are strongly opposing the bid. Have built up their company through acquisitions while Meridian has done theirs through exploration. Expect the offer will expire, which would make it a good short-term buy.2007-09-06
CommentA Comment -- General Comments From an ExpertA Commentary0.020Micro Cap Golds - Junior exploration companies got hit very hard with the subprime debacle because people were running from anything that had perceived risks attached. Still in the midst of a very choppy market and a mid-caps and large companies are goin2007-09-06
DON'T BUYShore Gold Inc.SGF-T4.600Diamond stocks are difficult. Star kimberlite in Saskatchewan is one of the largest in the world, but also quite low grade. To him, the profit margin per ton looks a little on the skinny side. Very truly a “show me” story. May have been beaten up a littl2007-09-06
STRONG BUYSan Gold CorporationSGR-T1.350Rice Lake mine in Manitoba. Had a recent merger, which was able to consolidate the belt and will be mining from several different zones. Good management. Exploration results have been excellent. One fabulous intercept at about 6.35 m, grading just over 12007-09-06
BUYSilvercorp Metals Inc.SVM-T19.150One of the highest grade silver projects in the world. Have a lot of good exploration upside. Feels management can navigate through the Chinese system successfully. Looking to do a split, 1 for 3. He doesn't see any reason for this.2007-09-06
TOP PICKOsisko Exploration Ltd.OSK-T5.400Quebec gold mine. They are drilling a bulk tonnage, low grade deposit. Already have. 8.5 million ounces discovered and should be able to add 1 or maybe 3 or more million ounces over the next 6 months to a year.2007-09-06
PAST TOP PICKReunion Gold CorporationRGD-X1.140(A Top Pick Oct 4/06. Down 26%.) Surinam. Very good geology. Initial results had half the holes with hits. Mineralization lower than expected with their focus of higher grade on the lower great deposit. The bigger story will be the lower grade bulk tonn2007-09-06
TOP PICKDynasty Metals & Mining Inc.DMM-T8.340A new emerging producer. Developing 3 projects in Ecuador. Zaruma project is expected to go into production in Q1 of next year. Between the 3, they have about 4.5 million ounces. Have all their permits in place on the Zaruma project.2007-09-06
CommentWestern Gold FieldsWGI-T2.720The old Mesquite mine in California, which is being put back in production. Fairly low grade, which gives you fairly tight profit margins. Slightly undervalued.2007-09-06
BUYBenton ResourcesBTC-X1.370Have added some very good exploration projects since his last comments. Interesting exploration company with good management.2007-09-06
CommentGunpoint Exploration LtdGUN-X0.470Ranch project in B.C. is a good one. Had some excellent drill results. Pending exploration results should be coming out shortly.2007-09-06
TOP PICKAurizon MinesARZ-T3.410Market cap of over 1/2 billion dollars. Very undervalued. Also have a new discovery. 2007-06-14

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