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

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Jaime Carrasco , Investment Advisor

Blackmont Capital

Date Signal Symbol Company Opinion Price
2013-05-24 N/A A Commentary A Comment -- General Comments From an Expert

Markets. Always looks at the big picture.  Japan is foreshadowing what’s coming.  It is the beginning of the acceleration of money, which is paper money and fixed income.  We are starting to see the rush of money coming our way and that is why the US$ is appreciating.  It is impossible to get rid of QE.  There is a loss of faith in the fiscal system in Japan.  The US is in as much debt as Japan but demographically they are behind.  Physical gold and precious metals are a small percentage.  Gold will be the ultimate winner. 

 Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH
Owned:
_N/A
2013-05-24 BUY A Commentary A Comment -- General Comments From an Expert

Uranium.  Has not owned in a while.  It has to be a patient game.  It is one that if you are buying it you will have to wait much longer for the momentum to build.  There is a massive shortage of physical resource and so it will continue to pick up but the question is when.  Likes U-T.

 Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH
Owned:
No
2013-05-24 N/A A Commentary A Comment -- General Comments From an Expert

At some point we are going to see that all that debt in the US cannot be paid back and we will then see a loss of faith, just as we are now in Japan.  When this happens, Gold is the ultimate money.  The end game within this is that Japan causes the US dollar and market to rise.  The next 3 to 5 years will redefine the world we live in.

 Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH
Owned:
_N/A
2013-05-24 TOP PICK AEM-T Agnico-Eagle Mines

Geography is North/South.  They are picking up a lot of companies.  They continue to add, taking advantage of cheap prices.  Their cash keeps building.  In the next run up this is going to perform very well. 

 Price:
$29.640
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH
Owned:
Yes
2013-05-24 BUY AX.UN-T Artis Real Estate Investment Trust

Still buying.  Based out west, but US$ should appreciate giving some upward movement.  In general he has been trimming REITs because they went up so much but in setting up a new one he adds this. 

 Price:
$16.750
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH
Owned:
Yes
2013-05-24 PAST TOP PICK BTE-T Baytex Energy Corp

(Top Pick Jun 15/12, Down 2.75%) Kept this one and it has a good yield.  Continue to build production.

 Price:
$40.010
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH
Owned:
Yes
2013-05-24 WEAK BUY CLQ-T Canada Lithium Corp.

Owned from inception. They are just finishing their mine in Quebec and it will be up and running.  Lithium demand will go up due to Lithium Ion batteries.  You need some patience.  Will generate sales shortly.

 Price:
$0.530
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH
Owned:
Yes
2013-05-24 BUY CNQ-T Canadian Natural Rsrcs

There is no CEO.  Doesn’t concern him.  He has owned this in the past. 

 Price:
$31.100
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH
Owned:
No
2013-05-24 COMMENT CRR.UN-T Crombie Real Estate Investment Trust

Moving out of REITs and prefers AX and Boardwalk.  Likes REITs in Australia.  Likes REITs in the west because of the demographics. 

 Price:
$15.360
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH
Owned:
No
2013-05-24 BUY CWT.UN-T Calloway REIT

Good yield of 5.30%.  He likes it.  It is well diversified.  They will hold their value.  It’s in Alberta and that’s where you have the younger demographic.

 Price:
$29.280
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH
Owned:
Unknown
2013-05-24 BUY ECA-T Encana Corp

Rates it as a neutral.  Has not added to Nat Gas, but we are starting to see a lot of movement in the Nat Gas area.  He has two private companies in the space so has not bought ECA but otherwise would own it.  Also, likes Pengrowth.

 Price:
$20.280
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH
Owned:
No
2013-05-24 TOP PICK G-T Goldcorp Inc

(Top Pick Jun 15/12, Down 30.01%)  Got out and is waiting to get back in on weakness.  This is the one that is going to outperform.

 Price:
$27.700
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH
Owned:
Yes
2013-05-24 TOP PICK HRR.UN-T Australian REIT Income Fund

Australian REIT.  They have not has the rise we had here in Canada. This one went through a huge reorganization that cleaned up the balance sheet but they haven’t had the move.  Australia is one of the only countries that can actually lower interest rates.  Pension funds are entering Australia.  Their economy is tied to resources and China, which would be a risk but that should be temporary.

 Price:
$11.100
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH
Owned:
Yes
2013-05-24 BUY IPL.UN-T Inter Pipeline Fund

Third biggest pipeline in his portfolio.  He has been adding to it.  They are executing on their strategy.  4.5% dividend.  They are a bit of a monopoly. 

 Price:
$24.140
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH
Owned:
Unknown
2013-05-24 HOLD LSG-T Lake Shore Gold

A great company at this price. An up and coming producer.  Production is there and they are funded.  Cost of production is covered and they have the money for the mine.  Cash flow positive.  As gold comes around these companies will be great assets to own.

 Price:
$0.310
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 501 entries
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