List by Company Name |
List by Symbol |
Notes:a midcap gold
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-04-26 | DON'T BUY | Michael Sprung |
Gold companies have really gotten beaten with the pullback in the price of gold. Thinks there are some significant opportunities opening up. Even at this price there are more compelling valuations in the gold area. Have a number of good projects under development. Production profile, although not the fastest, is growing. (See Top Picks.) Tweet finance |
Price: $31.530 Subject: CANADIAN LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Unknown |
| 2013-04-26 | PAST TOP PICK | Jaime Carrasco |
(A Top Pick April 27/12. Down 15.95%.) Loves this company and is still buying. Announced they are starting up LaRonde and Goldex again, much earlier than they had thought, which indicates management does not think that gold is going to stay at this low level. Have $230 million in the bank. Tweet finance |
Price: $31.530 Subject: ENERGY, MATERIALS, UTILITIES & REITS Bias: BULLISH on GOLD Owned: Yes |
| 2013-04-15 | TOP PICK | Gavin Graham |
One of the lowest cost producers in gold mines and have mines in political stable countries. Will increase production 20% over the next couple of years. Raised its dividend 10% last year. Yield of 2.71%. Even if gold stays at its present price, this is still a very profitable company. Tweet finance |
Price: $33.160 Subject: GLOBAL Bias: OPTIMISTIC Owned: Yes |
| 2013-03-22 | PAST TOP PICK | Jaime Carrasco |
(A Top Pick April 27/12. Up 10.33%.) They are growing the company and lowering the cost of production. Tweet finance |
Price: $41.940 Subject: ENERGY, MATERIALS, UTILITIES & REITS Bias: BULLISH on GOLD Owned: Yes |
| 2013-03-19 | DON'T BUY | Michael Sprung |
He looks for what is the production profile, given the projects over the next few years. Over the next couple of years people don’t expect production to advance as in some of the other names. All gold companies have been hit. He prefers G-T or ABX-T Tweet finance |
Price: $41.400 Subject: CANADIAN LARGE Bias: CAUTIOUS Owned: No |
| 2013-03-05 | COMMENT | Bill Harris, CFA |
Very good quality company but not a cheap stock. He would like to see it lower. Tweet finance |
Price: $39.660 Subject: RESOURCE Bias: CAUTIOUS Owned: Unknown |
| 2013-02-22 | TOP PICK | Jaime Carrasco |
(A Top Pick Feb 10/12. Up 19.89%.) This gold company took in more money than anybody else from May to December last year. When the next run-up starts, this is one that will outperform. Likes their ability to execute and have been lowering their cost of production. Continuing to grow dividends and earnings. Yield of 2.1%. Tweet finance |
Price: $41.030 Subject: RESOURCE Bias: BULLISH on GOLD Owned: Yes |
| 2013-01-30 | DON'T BUY | Bruce Campbell |
Has been one of the best gold plays this year. But there was a big decline before that. A lot has been recovery. It is not his favourite. There are cheaper senior golds out there. Tweet finance |
Price: $46.770 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: No |
| 2013-01-29 | PAST TOP PICK | Nick Majendie |
(A Top Pick April 23/12. Up 45.32%.) Did a very good job of addressing their problems. Took a couple of quarters before confidence was restored. Sold his holdings in the upper $40s. Very well run company. Tweet finance |
Price: $46.350 Subject: CANADIAN LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: No |
| 2013-01-07 | BUY | Christine Poole |
Went through operating issues and did a good job of finding new areas of growth. Gold price is up 6% for the year but gold equities are down, except for AEM. Her outlook on gold is good. Tweet finance |
Price: $48.830 Subject: NORTH AMERICAN - LARGE Bias: BEARISH Owned: Unknown |
| 2012-11-30 | TOP PICK | Jaime Carrasco |
(A Top Pick April 27/12. Up 45.32%.) Thinks this will be a stellar going forward. They are increasing production, increasing earnings and have 2 new mines coming on line. Have consistently paid a dividend for a long time. Tweet finance |
Price: $55.390 Subject: ENERGY, AGRICULTURE & PRECIOUS METALS Bias: BULLISH on GOLD Owned: Yes |
| 2012-10-23 | HOLD | Colin Stewart |
Likes the precious metals and gold space. Thinks that every investor should have some inflation protection, particularly with the global reflation that we are seeing with every bank in the world, not excluding the Federal Reserve in the US. Gold stocks have significantly underperformed gold bullion and he thinks some of the equities are good plays. The one attribute about this one is that it had been out of favour and that sentiment has changed recently. They have more exposure to safer jurisdictions such as Ontario, Québec and Canadian. Tweet finance |
Price: $52.260 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: No |
| 2012-10-12 | TOP PICK | Jeff Parent B. Eng. FCSI |
Seeing a turn around. For a long time it was going back and forth. Then it had a drop and now it has had a nice recovery. Stop is $48 and is very important. Tweet finance |
Price: $50.500 Subject: TECHNICAL ANALYSIS Bias: BULL on ENERGY Owned: Yes |
| 2012-09-07 | TOP PICK | Jaime Carrasco |
(A Top Pick Aug 25/11. Down 25.44%.) Was in the penalty box because they had to shut down Goldex (?). Likes management. Have 2 mines that have kicked in. Production growth is for 10%. Tweet finance |
Price: $48.380 Subject: ENERGY, AGRICULTURE & PRECIOUS METALS Bias: BULLISH on PRECIOUS METALS Owned: Yes |
| 2012-08-30 | HOLD | John Stephenson |
(Market Call Minute.) Definitely hit the upside of guidance. Tweet finance |
Price: $45.690 Subject: RESOURCE Bias: CAUTIOUS Owned: Unknown |