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Compiling comments that experts make about stocks while on public TV.

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Jaime Carrasco , Director & Investment Advisor

Scotiabank, Global Wealth & Insurance


Date Signal Chart Symbol Company Opinion Price
2015-05-01 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Global Economy. There are 2 ways the monetary shift, that is occurring, is going to play out. Either through the IMF SDRs (Special Drawing Rights), or the structure that the Chinese and the new nations are creating. Are they going to go independent on their own or are we going to play along through the SDRs? SDRs are a basket of different currencies, out of which you are going to have the 7 main currencies, something like the euro. However, the Chinese are saying that without a governor we are back to the euro, so what is the point in participating? They would like gold as part of that basket. The Chinese keep storing physical gold. Whether the new structure will have some kind of a physical backing of real money, versus the game that we have with the paper money, he thinks it is clear that the basket is going to be part of the equation. This means that the countries with the most gold will have the greatest purchasing power. We are witnessing a deflationary storm that they are trying to control, and something has to give.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
_N/A
2015-05-01 COMMENT Must be logged in to use chart AEM-T Agnico-Eagle Mines

This is his core holding for gold. They definitely deliver on performance. Have just acquired another company and it is nice to see management acquiring at this particular time. They are building this great leverage for when we do get a turnaround.


Price:
$38.590
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-05-01 HOLD Must be logged in to use chart ALA-T Altagas Ltd

His company has this with a $43 target. Some caution should be given because where are they going to generate any positive earnings. He is not selling right now. If you don’t own, there are better alternatives.


Price:
$41.000
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-05-01 COMMENT Must be logged in to use chart BNK-T Bankers Petroleum

He is starting to look and add a little bit of oil at this time. He feels that inventory levels should start to level off because wells right now are not even generating the cost of drilling the well. Because of this there is a massive shutdown of well production. Although he doesn’t own this, he does like it and his company has a target of $4.50.


Price:
$3.540
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
No
2015-05-01 COMMENT Must be logged in to use chart BTO-T B2Gold Corp.

Has owned this in the past, but sold in 2011. He likes the company. Management is really good at picking up assets. They have a mine in Nicaragua and some in Africa. His company has this with a $3 target.


Price:
$1.900
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
No
2015-05-01 PAST TOP PICK Must be logged in to use chart CRP-T Ceres Global Ag

(A Top Pick April 3/14. Down 12%.) A fully integrated agricultural company with a railroad to their elevators along with production of legumes and wheat. Thinks it should deliver quite nicely this summer because of what is going on in California. Feels drought is going to haunt us from a food inflation perspective.


Price:
$6.200
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-05-01 TOP PICK Must be logged in to use chart DRG.UN-T Dream Global REIT

He wanted to diversify some of his REIT exposure to outside of Canada. Most of the properties they own are in Germany, one of the countries that he thinks is going to do quite well. Great company and well-managed. Dividend yield of 7.86%.


Price:
$10.180
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-05-01 COMMENT Must be logged in to use chart ELD-T Eldorado Gold

Has looked at this, but has never bought because of where their properties are. He prefers companies in South or North America. Thinks management is good. They are having a problem getting a permit on their mine in Greece. His company has an $8 target on this.


Price:
$6.150
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
No
2015-05-01 COMMENT Must be logged in to use chart EOG-N EOG Resources Inc

His company has this with a $130 US target on it and $145 two years out. He has this as a sector perform, even though it is high volatility because of the oil exposure. Quite a well diversified company with a lot of assets offshore. If you are looking for an international oil play, this is definitely a good choice.


Price:
$98.900
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
No
2015-05-01 TOP PICK Must be logged in to use chart FRU-T Freehold Royalties

He has started to add to oils and thought that the royalty was always a good way to get his feet wet. His company has a $20 target on this. Dividend yield of 6.02%.


Price:
$17.930
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-05-01 BUY Must be logged in to use chart GEI-T Gibson Energy

He ranks this more in with the pipelines. This is in the energy infrastructure and mostly works with rail, storage, delivery, etc. This is a pretty good entry point. His company has a $29 target.


Price:
$27.250
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-05-01 COMMENT Must be logged in to use chart HL-N Hecla Mining Co

One of the biggest mining companies with very low cost of production. However, he doesn’t like the management. This company’s target is $3 US. If you are looking for silver exposure and a rebound, it is not a bad choice.


Price:
$3.030
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
No
2015-05-01 BUY Must be logged in to use chart NPI-T Northland Power Inc

The key question for this company is will the decline in oil be long-term. He doesn’t think so. We are seeing a lot of positive things in the oil structures. One of them is the political reality of the Middle East. Because of this, he believes the correction on this company has been overdone. This offers a pretty good entry point right now. 6.3% dividend yield.


Price:
$17.240
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-05-01 COMMENT Must be logged in to use chart NPR.UN-T Northern Property REIT

Feels this one is overdone right now and is at a good entry point. The question is, how bad is the oil situation going to get? He thinks we have hit bottom. His company has a $29 target on this. He would prefer others in this spectrum.


Price:
$25.860
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-05-01 DON'T BUY Must be logged in to use chart RMX-T Rubicon Minerals Corporation

Development costs seem to be escalating. His company has upped the target to $1.50, but NAV has decreased. He would prefer the ones that are already producing.


Price:
$1.310
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
No
Showing 1 to 15 of 821 entries
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