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

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Michael Giordano , VP Investments & Portfolio Manager

Date Signal Symbol Company Opinion Price
2013-05-28 N/A A Commentary A Comment -- General Comments From an Expert

Markets. Thinks the current rally has legs. Foremost is the excitement with the economy which is picking up. Whether this is because of housing prices, which are strong or the employment gains, these are all leading to consumer confidence and better economic outlooks for the US. This is spreading down to corporate earnings, which are strong. Companies continue to do buybacks. There may be pullbacks, but if so, they should be bought.

 Price:
$0.020
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
_N/A
2013-05-28 BUY AEM-T Agnico-Eagle Mines

(Market Call Minute.) Diversified geographically. Has come off quite a bit. At the mercy of gold prices.

 Price:
$29.750
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2013-05-28 BUY CCO-T Cameco Corporation

(Market Call Minute.) Largest uranium producer globally. Diversified in Canada and Kazakhstan.

 Price:
$22.780
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2013-05-28 BUY CFP-T Canfor Corp

As a leading North American paper and forestry product, he thinks there is upside in this name. Has North American exposure which means they are directly tied to both the Cdn and US housing sector. Housing continues to be built in the US which is creating a lot of demand for forestry products.

 Price:
$17.770
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
No
2013-05-28 BUY CNQ-T Canadian Natural Rsrcs

Diversified globally with assets in West Africa, UK North Sea as well as in the oil sands in Canada. They have natural gas exposure. Continues to chug along nicely. Sees prices closer to the $40’s.

 Price:
$31.580
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2013-05-28 TOP PICK CPG-T Crescent Point Energy Corp

Premier oil/gas producer in Canada. Light oil in southeast and southwest Saskatchewan. Recently entered the Uinta Basin in Utah. Continue to deliver on all metrics. Excellent 7.1% yield. Producing about 115,000 barrels per day. Excellent top-notch management team. Use water floods to increase production. Trading at about 8X.

 Price:
$38.440
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2013-05-28 COMMENT CS-T Capstone Mining Corp.

Likes this. Growing copper producer, levered to both copper and gold. Have a couple of operating mines including one in the Yukon as well as one in Mexico. Recently purchased assets in the US from BHP Billiton (BHP-N). Stock could go higher once copper prices firm up.

 Price:
$2.250
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
No
2013-05-28 HOLD CUM-T Copper Mountain Mining

At best, he would call this a Hold. Have 75% of the Copper Mountain property in BC. This is a new mine and they have been having some challenges with getting the ore grade up and running.

 Price:
$1.710
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
No
2013-05-28 HOLD CZN-T Canadian Zinc Corp

(Market Call Minute.) Has the development mine in the North. At the mercy of zinc prices.

 Price:
$0.480
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
No
2013-05-28 BUY EXN-T Excellon Res Inc.

A silver mine in Mexico as well as some properties in Québec and Ontario. Silver prices have come off from the $50 level to the $22 level but he thinks silver prices will firm up in the low $20’s. Low-cost producing mine at about $6 per ounce so they have excellent metrics.

 Price:
$1.510
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-05-28 TOP PICK FM-T First Quantum Minerals

What is exciting is that they made the acquisition of Inmet Minerals to diversify their copper geographically. What was just Africa is now Africa, Europe and Panama. This should pop them into the Top 10 copper/nickel producers globally in the next year.

 Price:
$19.000
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2013-05-28 HOLD FRU-T Freehold Royalties

700-800 barrels per day production. Have royalties on oil/gas properties, mostly in Alberta.

 Price:
$23.240
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2013-05-28 PAST TOP PICK IPL.UN-T Inter Pipeline Fund

(A Top Pick May 17/12. Up 27.14%.) Pipelines are going sideways but you are capturing an excellent yield. Acquired some oil storage units in northern Europe which will generate excellent cash flows resulting in continued dividends.

 Price:
$24.100
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2013-05-28 BUY KAM-X Kaminak Gold Corp.

(Market Call Minute.) Has Yukon properties. An excellent resource of 4,000,000 ounces.

 Price:
$0.880
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2013-05-28 HOLD LGO-X Largo Resources Ltd.

Producer of vanadium in Brazil. Also, have a vanadium property in the Yukon. Once they get into production and generate some cash flows, it should get re-rated as more of a production company rather than an exploration company.

 Price:
$0.195
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 230 entries
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