|TOP PICK||$0.740||CAUTIOUSLY OPTIMISTIC||NORTH AMERICAN - SMALL||Yes|
In the Congo, which creates some concern, but stock price reflects this. Very opportune time to get in. Production is going up a lot this quarter and they are getting much higher copper grades. Expects increase cash flow this quarter and the stock should get re-rated. Trades at about 2.5X NAV.
Vice President & Portfolio Manager, AGF Investments Inc