List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-04-08 | COMMENT | Michael Giordano |
Sandstorm Gold (SSL-T) or Silver Wheaton (SLW-T)? Depends on your risk profile. This one is a smaller cap royalty play and with Silver Wheaton, you are really going with a larger cap that plays with the bigger companies.. Sandstorm is a lot riskier as their royalty deals are more with the junior mining companies. Tweet finance |
Price: $9.100 Subject: RESOURCE Bias: SELECTIVE Owned: No |
| 2013-04-05 | PAST TOP PICK | Alice Tsang |
(A Top Pick June 11/12. Up 3.12%.) Sold her holdings. Tweet finance |
Price: $9.370 Subject: CANADIAN RESOURCE Bias: CAUTIOUS Owned: No |
| 2013-03-20 | HOLD | Michael Smedley |
Still likes the company and its management. Was a little uneasy when they decided to go on the Mongolian merry-go-round. Apparently the wrong Mongolian department stamped a paper for their partner Entrée Gold. Expects this will get resolved but you have to wonder when it goes into production. Tweet finance |
Price: $10.020 Subject: CANADIAN Bias: UNKNOWN Owned: Yes |
| 2013-03-04 | BUY | Charles Oliver, HBSc CFA |
They don’t have impacts of cash costs to worry about. It is a royalty company. Has come under a lot of pressure in the last month or so. Mongolian government took away the right to a property they invested in. Thinks it will take a year to get their cash back from the deal. Tweet finance |
Price: $8.610 Subject: PRECIOUS METALS Bias: SELECTIVE Owned: Unknown |
| 2013-03-04 | HOLD | John Stephenson |
Royalty streaming companies are the only things that have moved higher in the last 2.5 years. Every once in a while there will be a deal that goes a little amiss but this is a decent name. Thinks it is a brilliant business model and one of the few things that is making money. Would be very interesting to look at now. Tweet finance |
Price: $8.610 Subject: RESOURCE Bias: CAUTIOUS Owned: No |
| 2013-02-22 | SELL | Jaime Carrasco |
Gold streaming companies have held onto their value very well, which is really helped in this environment. There are going to be risky dealings when you are dealing in places like Mongolia so he doesn’t own this one. If you own, he would switch to another one such as Silver Wheaton (SLW-T). Tweet finance |
Price: $9.610 Subject: RESOURCE Bias: BULLISH on GOLD Owned: No |
| 2013-01-04 | DON'T BUY | Jon Vialoux |
Gold is under pressure because price has been falling over past couple of days. Chart is not too encouraging. Support around $11 and you might want to get into it about there but you want to stay away from gold. Tweet finance |
Price: $11.550 Subject: TECHNICAL ANALYSIS Bias: OPTIMISTIC Owned: Unknown |
| 2012-12-31 | DON'T BUY | Bill Carrigan |
A breakout above the price channel and then it came back down, which it usually will. If it goes below $11.50, if will go right down to the lower trend line of the price channel. Tweet finance |
Price: $11.700 Subject: TECHNICAL ANALYSIS Bias: BEARISH Owned: Unknown |
| 2012-12-28 | COMMENT | James Hodgins |
Everything is looking up. Continue to meet their targets in terms of new streaming deals the same as they had with Colossus (CSI-T). Has outperformed the sector over the last 2 years by a very wide margin. Thinks the underlying producers have now priced in the operating risks for the most part so he is warming up on the underlying producers such as Argonaut (AR-T). (See Top Picks.) Tweet finance |
Price: $11.400 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BULLISH on PRECIOUS METALS Owned: Yes |
| 2012-12-04 | BUY | Michael Smedley |
Good valuation. Highly skilled management. Foremost junior gold streaming company in Canada and he thinks it’s just going to carry on up. There has been a nice correction to take advantage of if you don’t own it. One of his favourites in the gold sector. Tweet finance |
Price: $11.630 Subject: CANADIAN Bias: UNKNOWN Owned: Yes |
| 2012-11-23 | TOP PICK | Alice Tsang |
Royalty stream company. Investors have exposure to gold and a fairly good visibility to their cost structure, and therefore profitability of the company. Tweet finance |
Price: $11.930 Subject: CANADIAN RESOURCE Bias: OPTIMISTIC Owned: Yes |
| 2012-11-16 | SELL ON STRENGTH | Bill Carrigan |
Most gold stocks sold off. He is turning bullish on the US dollar. If you own a gold stock, reduce into the rallies. We are still in an uptrend. It has not been violated. Tweet finance |
Price: $11.240 Subject: TECHNICAL ANALYSIS Bias: BULL on FINANCIALS Owned: Unknown |
| 2012-11-15 | SELL | David Burrows |
Sept and Oct gold producers were strongest in the market. Given the shift over the last couple of weeks, the higher beta sectors have been the playground of the hedge funds. He pulled in his horns on the golds and sold this one over the last couple of days. Long-only investors are not really engaged. Tweet finance |
Price: $11.030 Subject: NORTH AMERICAN - LARGE Bias: DEFENSIVE Owned: Yes |
| 2012-11-14 | BUY | Bruce Campbell |
Gold royalty company. Finally got hit because it started to trade at twice the net asset value. Tweet finance |
Price: $12.550 Subject: CANADIAN LARGE Bias: BULLISH on US ECONOMY Owned: No |
| 2012-10-30 | COMMENT | Charles Oliver, HBSc CFA |
Just did a streaming deal with Colossus Minerals (CSI-T) for gold and platinum. Has been a great performer. All the royalty gold and streaming companies have done exceptionally well in this market because they don’t have the increased CapX. A growing company. Tweet finance |
Price: $13.640 Subject: CANADIAN RESOURCE Bias: BULLISH on GOLD Owned: Yes |