Viewing Expert Jaime Carrasco | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Jaime Carrasco , Director & Associate Portfolio Manager

Scotiabank, Global Wealth & Insurance


Date Signal Chart Symbol Company Opinion Price
2016-05-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. The uncertainty in the market is going to be with us right through to the end of the year. The biggest unknown is the Central Banks and how much of a mess have they really created. He has been on the negative side, not believing that the experiment would work. Because of that, there are a lot of really smart people on Wall Street preparing themselves by buying insurance against a negative outcome of their actions. The best protection for that is gold. The demand for gold is continuing to increase, and on top of that the price is being kept down by what he thinks is a little bit of counterfeit on the futures market. Right now we have 500 contracts that are paper versus one actual insurance policy. That is not going to last. The real demand will continue to pick up going forward. If the central banks have lost control, as he thinks, they won’t be able to raise rates and are going to have to play the negative rate environment. For Canadian investors it is important to understand that our government has sold all of its gold. The Cdn$ is going to be in a negative unwinding of this. He particularly recommends that Canadian clients hedge themselves by allocating some of their investment assets into gold.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
_N/A
2016-05-20 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Energy. Has been out of this since October 2014, but now thinks we have hit bottom and it is a good time to start adding some really cheap stocks in this area.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-20 COMMENT Must be logged in to use chart AX.UN-T Artis Real Estate Investment Trust

Artis REIT (AX.UN-T) or Crombie REIT (CRR.UN-T)? Likes Crombie as a good place to start adding, which he is doing right now. He likes the food side and their attachment to Sobey’s. On this one he is wondering at what point he starts to enter again.


Price:
$13.550
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Unknown
2016-05-20 BUY Must be logged in to use chart BEP.UN-T Brookfield Renewable Energy

Although he cut back on his REITs last fall, he is now adding back because some of the yields are quite nice. However, he is still cautious on the sector. Likes this one and is adding to his holdings. Have great properties globally. Dividend yield of 6.13%.


Price:
$38.040
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-20 TOP PICK Must be logged in to use chart BGM-X Barkerville Gold Mines

This is going to become one of Canada’s highest producing gold mines. It is in BC with low political risk. High grade gold and they start production sometime this year.


Price:
$0.485
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-20 COMMENT Must be logged in to use chart BTB.UN-T BTB Real Estate Investment Trust

(Market Call Minute.) Not a bad REIT. Good yield.


Price:
$4.680
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Unknown
2016-05-20 COMMENT Must be logged in to use chart CCO-T Cameco Corporation

This is strictly a supply/demand scenario. Right now there is so much momentum in other things that he would be shoring up those monies in the areas where he sees momentum coming, and that would be on precious metals.


Price:
$14.920
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Unknown
2016-05-20 COMMENT Must be logged in to use chart CRR.UN-T Crombie Real Estate Investment Trust

Artis REIT (AX.UN-T) or Crombie REIT (CRR.UN-T)? Likes this one as a good place to start adding, which he is doing right now. He likes the food side and their attachment to Sobey’s. He has just raised the target. A very steady, safe, boring business that generates a lot of cash flows.


Price:
$14.720
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-20 HOLD Must be logged in to use chart CUF.UN-T Cominar Real Estate Inv Tr

Why have they discontinued the DRIP? If a company has stopped their DRIP program, it’s more that they don’t want to continue issuing shares and continuing its dilution. REITs are a good place to be, and this is one of the better ones. His company has it as a Sector Perform with a $17.50 target in 12 months.


Price:
$17.390
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
No
2016-05-20 PAST TOP PICK Must be logged in to use chart DRG.UN-T Dream Global REIT

(A Top Pick May 1/15. Down 2.34%.) Reduced his holdings. He likes to hold this and the Australian REIT to diversify his REIT exposure globally. This one has a lot of very good properties in Germany, and it’s all commercial. Germany is at the bottom, and this is a good place to be adding to. Dividend yield of 8.8%.


Price:
$9.090
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-20 HOLD Must be logged in to use chart EUO-X Eurocontrol Technics Group Inc

One of the more hidden high-tech plays within his portfolio. He likes management. At the molecular level, they can track oil to see if it has been diluted or not. In this whole terrorism thing, this has become a very big deal. A very interesting technology and going forward they will do quite well.


Price:
$0.190
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-20 HOLD Must be logged in to use chart FR-T First Majestic Silver

To him this is a top in silver companies. He is quite happy to hold on right now.


Price:
$15.040
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-20 PAST TOP PICK Must be logged in to use chart FRU-T Freehold Royalties

(A Top Pick May 1/15. Down 33.06%.) He got stopped out on this.


Price:
$11.160
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
No
2016-05-20 COMMENT Must be logged in to use chart GEI-T Gibson Energy

Not a bad place to start adding. Doesn’t see this as an energy company, but more as a pipeline. Dividend yield of 8%, which he thinks they can maintain.


Price:
$16.150
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-20 WAIT Must be logged in to use chart HR.UN-T H&R Real Estate Inv Trust

His only concern would be their Alberta properties. This is one of the most solid REITs in Canada. Wouldn’t be too concerned about the yield, but wouldn’t necessarily overweight it because of its regional exposure to Alberta.


Price:
$21.770
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Unknown
Showing 1 to 15 of 957 entries
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