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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
Fax: (416) 363-5850
rcohen@dynamic.ca

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

TOP PICKRed Back Mining IncRBI-T7.7402008 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
TOP PICKSan Gold CorporationSGR-X1.460Project is in Manitoba. This is a really interesting geology story.2008-01-03
TOP PICKAndean ResourcesAND-T1.890And 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
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
PAST TOP PICKAurelian Resources IncARU-T8.230(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
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
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
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
BUYPaladin ResourcesPDN-T6.180He is bullish on uranium. This is probably a good entry point. Great management.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
HOLDGeologix Explorations IncGIX-X2.460Still 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
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
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
CommentChristopher James Gold Corp.CJG-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
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 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
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
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
TOP PICKAurelian Resources IncARU-T8.480(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
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 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
PAST TOP PICKChristopher James Gold Corp.CJG-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
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
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
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
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
CommentSan Anton Resource CorpSNN-T1.100Fairly low grade giving you leverage to the commodity prices. Appears undervalued but prefers higher grades.2007-11-16
BUYSan Gold CorporationSGR-X1.380Located 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
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
CommentMindoro Resources Ltd.MIO-X0.670He avoids investing in the Philippines. Political jurisdiction is not the best in the world.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
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
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
BUYPremier Gold MinesPG-T2.850(Market Call Minute) Red Lake Ontario area. Good exploration. High risk.2007-11-16
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 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
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
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
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
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
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
PAST TOP PICKAurelian Resources IncARU-T6.900(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
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
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
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
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
BUYGeologix Explorations IncGIX-X1.650Have 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
STRONG BUYSan Gold CorporationSGR-X1.350Rice 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
HOLDHigh River Gold MinesHRG-T2.680Assets in Russia. A solid hold.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
CommentChristopher James Gold Corp.CJG-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
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
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
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
SELLGammon Lake ResourcesGAM-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 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
BUYBenton ResourcesBTC-X1.370Have added some very good exploration projects since his last comments. Interesting exploration company with good management.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
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
BUYStornoway DiamondSWY-T0.750Have interesting pipes in Québec. Target is $1 so there is some upside.2007-09-06
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
TOP PICKAurelian Resources IncARU-T27.230Loves this one. They've made a significant discovery. North of 10 million ounces. Very undervalued. Political risks are dropping. Paid around $20 per share.2007-06-14
DON'T BUYNovaGold Resources IncNG-T15.9102 participle projects. Is neutral on the company. At best a hold.2007-06-14
BUYEldorado GoldELD-T6.120Very good projects, in Turkey and China. Great company, solid management. 2007-06-14
HOLDAustralian Solomons GoldSGA-T1.060Project that was previously operated in the 1990's, was closed due to political problems. Is now putting it back into production. Current financing is to repair production. It will gain after production starts. Still owns.2007-06-14
TOP PICKAurizon MinesARZ-T3.410Market cap of over 1/2 billion dollars. Very undervalued. Also have a new discovery. 2007-06-14
HOLDWestern Gold FieldsWGI-T2.140A bit more risk, but a high leverage to the gold price. Is undervalued. 2007-06-14
WATCHTyler Resources IncTYS-X0.780Developing a project in Mexico. In the early stages. He's keeping an eye on it, but it's copper, not precious metals.2007-06-14
SPECULATIVE BUYCentamin EgyptCEE-T1.020Is in Egypt, so he doesn't like the risk. But it's very interesting. Low grade, but it's an open pit. Conservative target of $1.25. 2007-06-14
TOP PICKOsisko Exploration Ltd.OSK-T6.200A great exploration project, in Quebec. Gold occurs in the sediments. Purchased recently between $8 and $11.2007-06-14
DON'T BUYKinross GoldK-T13.670Solid mid-cap company that will track the gold price. Appropriately priced, maybe slightly undervalued. Other more solid mid-caps are available.2007-06-14
BUYDynasty Metals & Mining Inc.DMM-T5.800A couple of projects down in Ecuador. The construction permits have been obtained, but construction is just starting. Risk is political. 2007-06-14
TOP PICKOsisko Exploration Ltd.OSK-T10.760(A Top Pick June 29/06. Up 147%.) Uncovered a significant large tonnage, low-grade, open pit deposit in northern Quebec.2007-04-20
TOP PICKAurelian Resources IncARU-T35.100Ecuador. One of the best gold discoveries of the cycle.2007-04-20
TOP PICKAgnico-Eagle MinesAEM-T42.170Huge growth profile.2007-04-20
PAST TOP PICKAlexco Resource Corp.AXR-T6.190(A Top Pick June 29/06. Up 122%.) Likes this one a lot. Drilling in the Yukon. Expect exciting exploration results from them.2007-04-20
PAST TOP PICKCapstone Mining Corp.CS-T2.500(A Top Pick June 29/06. Up 62%.) Have a 90% holding in a Mexican project. About 850,000 oz. of silver, 900,000 ton of copper, 4000 ton of zinc. Robust cash flow.2007-04-20
BUYDetour GoldDGC-T5.100Can see more upside.2007-04-20
BUYGoldcorp IncG-T28.800The larger gold companies have suffered in this market. This is a good time to be considering them. Can see a lot of growth coming out of this company.2007-04-20
HOLDFronteer Development GroupFRG-T15.310Feels this stock is fairly priced right now. Have a 47.2% controlling interest in Aurora Energy (AXU-T). 2 good gold projects2007-04-20
BUYBarrick GoldABX-T32.550If you want to own a really safe, senior gold producer, there's nothing wrong with this one.2007-04-20
BUYAugusta ResourceAZC-T2.450Copper play near Tucson Arizona. Indicated resource of 10.3 billion pounds of copper. Doesn't think the mine will be in production until about 2010. Trying to permit the property right now.2007-04-20
BUYKeegan ResourcesKGN-X4.200Active in Ghana. Had some interesting readings on trench results. Thinks there will be some relatively positive findings when they get into the drill results.2007-04-20
WEAK BUYWestern Gold FieldsWGI-T2.180Highly leveraged to the price of gold. Close to production. Relatively low grade and, therefore, tighter operating margin operations.2007-04-20
BUYSan Gold CorporationSGR-X1.130Put the Rice Lake Manitoba mine back in production. Historically, it was mined too aggressively. With their merger with Gold City, and now have the whole belt.2007-04-20
HOLDAmerigo ResourcesARG-T3.1604% dividend. Produces copper and molybdenum from the fresh tailings of the mine in Chile.2007-04-20
DON'T BUYQueenstake Resources (merged to Yukon-Nevada Gold)QRL-T0.220Merging with YGC Resources (YGC-T), which has an interesting exploration project in the Yukon. They're old mine in Nevada has been very troubled and expect it will be shut once the merger is completed.2007-04-20
PAST TOP PICKAgnico-Eagle MinesAEM-T47.050(A Top Pick Feb 15/06. Up 69.8%.) In their next phase of growth. Successfully put the Laronde mine into production. Building 2 other mines in Quebec, one in Finland and another in Mexico.2007-02-12
TOP PICKAlexco Resource Corp.AXR-T6.200Exploration in the Keno Hills in the Yukon. NovaGold (NG-T) owns 19%. Looking for a very newsy year.2007-02-12
TOP PICKChristopher James Gold Corp.CJG-X0.710Exploration project in British Columbia. Have pulled some really good holes in one of their zones.2007-02-12
TOP PICKAurelian Resources IncARU-T25.000Oversold on fears of Ecuador nationalizing mines. A great buy. Have a 7 million oz. discovery at least. Will eventually be taken over.2007-02-12
PAST TOP PICKAlamos Gold IncAGI-T8.440(A Top Pick Feb 15/06. Up 3.3%.) Located in Mexico. Has been oversold and is quite undervalued.2007-02-12
PAST TOP PICKAurizon MinesARZ-T3.670(A Top Pick Feb 15/06. Up 98.4%.) In Quebec. Still has more to go.2007-02-12
HOLDMansfield Minerals Inc.MDR-X3.750Lindero property in Argentina is a very interesting play. Not the highest grade property at less than 1 gram per ton, but it is quite a large deposit. Would prefer a higher grade, but feels it will be economic. Wait for the drilling to give more information.2007-02-12
BUYKinross GoldK-T15.170Undervalued fundamentally. Priced appropriately given where the gold price is, but will participate very well when gold moves up.2007-02-12
BUYOsisko Exploration Ltd.OSK-T11.630Large land package in Quebec. 6.5 million ounce resource in the first year of exploration. Four drills drilling, so it should be a newsy year.2007-02-12
BUYSan Gold CorporationSGR-X1.200Increased his position today. Very interesting property. Unloved for many years and no broker is following it. An old mine that previous owners couldn't work. New owners are able to mine and are just ramping up production. Cheap stock.2007-02-12

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