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Jaime Carrasco , Investment Advisor

Blackmont Capital

Date Signal Symbol Company Opinion Price
2013-04-26 N/A A Commentary A Comment -- General Comments From an Expert

Gold. A lot of central banks have leased out their gold. For governments and individuals to get their physical gold, it will take years because it has been leased out. In the last 2 days, the equivalent of 27,000 tons of physical gold was sold in the paper market. As we get to the end game, there is going to be a spread between the paper market and the physical market. To him the paper market is worthless. Price of gold might have come down, but the gold price hasn’t. To him, you have to own the producers. Nothing else matters.

 Price:
$0.020
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
_N/A
2013-04-26 DON'T BUY ABX-T Barrick Gold

He wants to be in the ones that are going to move because they can increase production and have the leverage. He would rather be in the ones that are definitely going to outperform. Feels management has made some bad decisions.

 Price:
$18.810
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
No
2013-04-26 PAST TOP PICK AEM-T Agnico-Eagle Mines

(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.

 Price:
$31.530
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
Yes
2013-04-26 DON'T BUY AFN-T Ag Growth International Inc

His company has this as a “neutral” with a $26 target. They are in the manufacturing on the agricultural side. Facing quite a lot of challenges.

 Price:
$32.500
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
No
2013-04-26 BUY BIP.UN-T Brookfield Infrastucture Partners

Likes the 4.5% yield and likes what they are doing. They are more on the infrastructure side, but they are working globally. Have been doing some work in Latin America.

 Price:
$39.000
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
Yes
2013-04-26 PAST TOP PICK BTE-T Baytex Energy Corp

(A Top Pick April 27/12. Down 15.95%.) Sold his holdings about 2 or 3 months ago because he has some concerns with Canadian oil that is tied to the US and we don’t have the pipelines to ship it. His company has it as an “outperform” with a $53 target on it.

 Price:
$39.270
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
No
2013-04-26 COMMENT CEF.A-T Central Fund of Canada Ltd (A)

Thinks there is value in this because they are actually storing physical. If you believe in the whole premise of the precious metals and if you want to store a supply, this is a good one. He has personally shed all his precious metals. He’d rather buy the producers.

 Price:
$17.380
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
No
2013-04-26 COMMENT CRR.UN-T Crombie Real Estate Investment Trust

Many of the REITs that he has are classified as “outperform” but this one he has as a “neutral.” Cautious on this. His target is $15.75 so there is not much upside. Most of the properties are in West Nova Scotia, Newfoundland and Ontario. 5.8% yield.

 Price:
$15.270
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
No
2013-04-26 COMMENT CSI-T Colossus Minerals Inc.

He has this as an “outperform” with a $4 target.

 Price:
$2.330
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
No
2013-04-26 PAST TOP PICK ENB-T Enbridge

(A Top Pick April 27/12. Up 18.48%.) Still loves this. 2.7% dividend yield.

 Price:
$46.670
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
Yes
2013-04-26 TOP PICK G-T Goldcorp Inc

Very well-positioned going forward. Great balance sheet, great management and good properties. There should be pretty good production uptake.

 Price:
$29.290
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
Yes
2013-04-26 BUY GEI-T Gibson Energy

Likes this because it is more about transportation. Loves the pipelines and the fact that we have to get the oil out. He has a $31 target on this one. 4% yield.

 Price:
$25.650
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
Yes
2013-04-26 BUY IPL.UN-T Inter Pipeline Fund

Loves pipelines. 4.7% yield. Has continually grown. Pipelines are great companies because we have a massive overproduction of oil but it has to be transported. He has a $26 target on this one.

 Price:
$24.090
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
Yes
2013-04-26 DON'T BUY LIM-T Labrador Iron Mines Holdings Ltd.

One of the problems with iron ore is infrastructure. You have to get it out to market. That really adds to the cost. A railway has to be built to get the product out. That will require a lot of capital.

 Price:
$0.600
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
No
2013-04-26 TOP PICK NPI-T Northland Power Inc

He likes that management owns about 30% of the company. Renewable energy and well distributed. Natural gas, Hydro and wind. Current yield is 5.6%.

 Price:
$18.910
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
Yes
Showing 1 to 15 of 482 entries
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