Table View - Opinions in Detail | StockChase
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Compiling comments that experts make about stocks while on public TV.

Table View - Opinions in Detail

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-04-25 $0.020

Markets. He is currently cautious. Stocks are near their all-time highs, and yet we have got sub- 2% US GDP growth, Central Banks are talking more devilishly, and negative interest rates are quite a way out the curve. A potential risk is the prospect of inflation. Since the crisis of 2008-2009, but intensifying over the last 2-3 years, there is global competitive currency devaluation. Most Central Banks and governments saw the US economy as the best of all evils and the strongest of the bunch, and they wanted to export their deflation to the US. Feels this has really been intensifying in the last few years. Most Central Banks and nations have devalued their currencies, trying to export more to the US. The question becomes, is the US economy strong enough to import deflation from China, Japan, Europe, and even Canada. He is not so sure. If he is right, and inflation is not the issue, the back end of the interest rate curve should hold quite well. The interest rate curve has flattened from about a 2 year to a 30 year. He is seeing people with zero in fixed income and government bonds, which is a massively unhedged portfolio. He is currently looking to add 30 year bonds, which provides a huge cushion to a portfolio for a) deflation, if it comes, and b) if risk assets start selling off because of a flight to safety into government bonds.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-04-25 $0.020

Canadian chartered bank’s new 5.5%-5-year rate reset preferred shares? Most retail investors get some fixed income through preferreds, but the preferred market is not a fixed income vehicle, it is a senior equity security. This can be very dangerous. They are complex instruments. They have been sold as fixed income because most investment advisors either don’t comprehend a more traditional fixed income, or just can’t get their hands on it. They also get paid a sizable commission. In this past year, rate resets got hammered because people thought rates were going to go up. For preferred shares, if the regulator decides there is a triggering event on that particular bank or issuer, those preferreds turn into common equity of the bank. All that risk then runs down to the common shareholder making it all more volatile.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Unknown View
TOP PICK A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-04-25 $0.020

Government of Canada Bond 3.5% maturing 12/1/2045.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Yes View
TOP PICK ATH-T Athabaska Oil Sands Corp Market Call Tonight (BNN TV) 2016-04-25 $1.180

7.5% bond maturing Nov 19/17. Probably one of the only exploration/production companies on the continent that is in a net cash position. It will have about $900 million in cash when they do the Murphy Oil joint venture, and have about $800 million of debt. The bond is worth $550 million. More senior to it is a bank debt of about $250 million. The $250 million debt matures after the bond in 2019, which is not a position that bankers usually like. The loan has a “springing” maturity, which means if any of the bonds are outstanding 6 months before they are due, the bank debt becomes due immediately. The company likes the bank debt which has a very attractive terms. Thinks the company is going to do a combination of paying down all this bond and maybe refinance with the new bond for $150 million.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Yes View
COMMENT BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2016-04-25 $1.800

C series preferred? This company has had a really rough go, and maybe just coming off the mat. Not a huge fan. It has been very poorly run for a number of years.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Unknown View
COMMENT CBO-T iShares 1-5 yr Ladder Corp Bond ETF Market Call Tonight (BNN TV) 2016-04-25 $19.060

A Blackrock bond fund for an 81-year-old? He doesn’t know this corporate ETF, but ETF’s are a good idea because they are very low cost. He would recommend going into a government bond ETF, and put it out across the entire curve, 2 to 30 years. Then you could look at another ETF, that would perhaps have some corporate bonds in order to give you a little bit more yield.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR No View
TOP PICK CUS-T Canexus Corp Market Call Tonight (BNN TV) 2016-04-25 $1.400

A chemical company. Waiting for approval of a merger with Superior Plus (SPB-T). This is an all share deal. Once the regulators approve this, shareholders will end up with .135 shares of superior for each share they own. Trading at a 15% discount right now. Thinks there is huge upside synergies once the 2 companies are merged. Dividend yield of 2.84%.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Yes View
COMMENT ECA-T Encana Corp Market Call Tonight (BNN TV) 2016-04-25 $9.030

Short-term trade? A short-term trade is kind of speculating on gas and oil, which is something he doesn’t do. A much better way is to trade a company over a 6 or 7 week period buying into lows and selling on highs. You could also get exposure through high-yield debt. (See Top Picks.)

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR No View
HOLD FSV-T Firstservice Corp Market Call Tonight (BNN TV) 2016-04-25 $54.600

An extremely well-run and well diversified business. They own businesses such as College Pro Painters and a home security business. Pretty big in property management in the US, especially the southern US.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR No View
COMMENT IGM-T IGM Financial Inc. Market Call Tonight (BNN TV) 2016-04-25 $39.310

First preferred 5.9% noncumulative 1st preferred series B? Wouldn’t classify this as a secure fixed income security, so it should be a very small portion of your fixed income portion. Wouldn’t be a buyer of the stock, but might consider this “preferred” as a Hold.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Unknown View
COMMENT NIF.UN-T Noranda Income Fund Market Call Tonight (BNN TV) 2016-04-25 $3.410

The units have done pretty well over the last little while. Noranda is tricky, and is hard to wrap your mind around. It is effectively a “pass-through” for zinc processing. Really a toll booth. Not sure he would be jumping into this, especially after its recent movement. The “units” effectively have a priority to receive dividends.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Unknown View
COMMENT S-T Sherritt International Corp. Market Call Tonight (BNN TV) 2016-04-25 $0.910

For 3 to 5 years? A very interesting company. Not overly diversified and sitting on a fairly good chunk of cash. Has some assets, nickel mining and oil/gas and power, in Cuba which have been phenomenal. Has fallen down on its nickel mine in Madagascar. The CapX, which is mostly behind them right now, has kind of blown their brains out. They have 3 bonds outstanding, 2018, 2020 and 2022, and are trading at roughly $.50 on the dollar, very, very distressed with a high yield. They are in a position where they could, and should, buy back debt in the open market. If the nickel market turned around, this has a lot of leverage to nickel.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Unknown View
COMMENT TA-T Transalta Corp Market Call Tonight (BNN TV) 2016-04-25 $6.230

2019 bonds for a small portion of a portfolio? This company has kind of fallen on hard times. They are holding about 7X leverage, which is high. Thinks the bonds trade at around 7% which is not overly cheap. If you do this, it will require more diligence.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Unknown View
COMMENT TLT-N (Unlisted iShares 20+ yr Tr. Bond ETF Market Call Tonight (BNN TV) 2016-04-25 $126.670

He likes this. He doesn’t mind being further out on the curve.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Unknown View
COMMENT ZHY-T BMO HighYield Corp Bond US Hedge to CAD ETF Market Call Tonight (BNN TV) 2016-04-25 $13.860

Probably a good way to get exposure to the high-yield market, because it is extremely opaque. He currently has around a 10% weight in high-yield debt in his private client portfolios. High-yield in general has a strong risk adjusted return over a 5, 10, 20 year timeframe as an asset class.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Unknown View
PARTIAL SELL ZPR-T BMO S&P/TSX Laddered Preferred Market Call Tonight (BNN TV) 2016-04-25 $9.860

Lost 28% in this. Sell or Hold? Last year the preferred market was down. This should not be a large part of your fixed income portion, and you should take some off the table, and reapportionment into a traditional fixed income security such as government or corporate bonds.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-03-16 $0.020

Markets.  We are moving from zero interest policies into negative interest rate policies.  The US is dealing with a strong currency and reduced exports.  But they are the reserve currency.  Everything in the world is traded in US dollars.  They have a more powerful currency.  They can print as much currency as they want.  You should buy both US and Canadian equities.  Revenue in the US is reduced when it is translated to US dollars.  Canadians could buy US companies because of this at reduced valuations.  But this is a currency trade.  There are a lot of companies that have Canadian costs, but US revenues, perhaps because of international revenues.  He likes these.  The Chinese are supporting their RMB.

Colin Fisher NORTH AMERICAN & MACRO THEMES CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-03-16 $0.020

Railroads.  They are an interesting play.  Warren Buffet bought in recently because getting land rights are incredibly difficult to get.  They are a reflection of the overall economy.  He thinks less oil will flow than they once did.  Most stuff in Canada goes by rail. 

Colin Fisher NORTH AMERICAN & MACRO THEMES CAUTIOUS Unknown View
TOP PICK AXA-X Axios Mobile Asset Corp. Market Call (BNN TV) 2016-03-16 $1.190

They have pallets that are made of a whole lot of composites.  They can be sterilized.  Lots of chickens were lost due to avian flu.  One of the vectors are the wooden pallets.  They are lighter and result in less fuel consumption.  They have RFID and thermometers on them.  Stock splits done for the wrong reasons are the kiss of death.  You have good management with a better board.

Colin Fisher NORTH AMERICAN & MACRO THEMES CAUTIOUS Yes View
COMMENT BPY.UN-T Brookfield Property Partners Market Call (BNN TV) 2016-03-16 $28.720

He thinks property prices will go up.  He likes a shorter duration REIT and he is not sure of the duration of this one.  5.3% distribution

$36 Colin Fisher NORTH AMERICAN & MACRO THEMES CAUTIOUS No View
SPECULATIVE BUY CXR-T Concordia Healthcare Market Call (BNN TV) 2016-03-16 $41.380

This is the mud patch and they are getting mud on them.  They raise the price on products 10% a year.  They are levered to the nines.  He does not know if it is as bad as a VRX-T.  The valuations are still quite high on these companies.  Are they REAL valuations?  He would prefer this one because it is getting more of a beating.

Colin Fisher NORTH AMERICAN & MACRO THEMES CAUTIOUS No View
BUY DH-T DH Corporation Market Call (BNN TV) 2016-03-16 $36.650

It is morphing into a tech play.  They are doing okay in cheques although the revenue figure is more like rounding error.  They are well run.  They are a good company and he would look at it around this price.  He thinks it is around some announcement.  The pressure will come off after that.

$44 Colin Fisher NORTH AMERICAN & MACRO THEMES CAUTIOUS No View
WATCH DOL-T Dollarama Inc. Market Call (BNN TV) 2016-03-16 $79.360

If you buy well you have less pain in any point during the investment.  This is fantastic management.  There have been worries as to whether US companies would come into Canada and push them out.  He does not think it is all that cheap and it could get cheaper.  Wait and see.

Colin Fisher NORTH AMERICAN & MACRO THEMES CAUTIOUS Unknown View
COMMENT KXS-T Kinaxis Inc Market Call (BNN TV) 2016-03-16 $33.870

A fantastic company with great technology.  It has a lot of run room, but could have got ahead of itself.  He does not own it because it is in nose bleed territory.  It could be an attractive entry point, although could break its support and it could be short term.  He would reevaluate around $39.

Colin Fisher NORTH AMERICAN & MACRO THEMES CAUTIOUS No View
DON'T BUY MFC-T Manulife Financial Market Call (BNN TV) 2016-03-16 $18.440

A huge financial company.  They reported recently and had a crushing top line miss.  You cannot suckle on resources as long as we have and not expect some sort of blow back.  Look beyond some of the big banks.  He likes LB-T.

Colin Fisher NORTH AMERICAN & MACRO THEMES CAUTIOUS Unknown View
BUY OEE-X Memex Inc. Market Call (BNN TV) 2016-03-16 $0.155

CISCO needs them to come into manufacturing facilities.  They ensure all tools on a platform in a manufacturing floor integrate efficiently.  It has great management and a short payback period.  300% and 4 month payback.  It is a takeover candidate.

Colin Fisher NORTH AMERICAN & MACRO THEMES CAUTIOUS Yes View
WATCH RMD-N ResMed Inc. Market Call (BNN TV) 2016-03-16 $57.300

Some of the shareholders are super bright buys.  They have a good shareholder base.  They had a bit of a failure to launch.  They don’t have a long shelf life.  You have a more activist board that are shaking the tree.  It is going to have prospects.  He wants to see something happen with their capital.

Colin Fisher NORTH AMERICAN & MACRO THEMES CAUTIOUS Unknown View
SPECULATIVE BUY SEV-T Spectra7 Microsystems Inc Market Call (BNN TV) 2016-03-16 $0.610

There was a lot of hype around it initially. He was into it once or twice for a trade.  They will be in all packs when virtual reality picks up.  If you believe in the thesis that they will be designed in to other company’s products, it could go up from here otherwise it may be a little too much.  It is not trading on fundamentals.

Colin Fisher NORTH AMERICAN & MACRO THEMES CAUTIOUS No View
TOP PICK TCS-T Tecsys Inc Market Call (BNN TV) 2016-03-16 $6.700

Supply chain management for hospitals.  Garbage cans with RFID tags.  They do supply chain throughout the hospital.  This is one of the cheapest entry points.  It is well owned by management.

Colin Fisher NORTH AMERICAN & MACRO THEMES CAUTIOUS Yes View
TOP PICK TII-X Terra Firma Capital Market Call (BNN TV) 2016-03-16 $0.780

Very well owned.  Great management.  They are growing at an exceptionally great rate.  He thinks they will beat their numbers when they finally report.

Colin Fisher NORTH AMERICAN & MACRO THEMES CAUTIOUS Yes View
WATCH TWTR-N Twitter, Inc Market Call (BNN TV) 2016-03-16 $16.700

Management is the primary thing in all businesses.  They have shifted their management in the last few years.  They have not figured out how to fully monetize what they are doing.  They have to have a clear path as to how they are going to grow into a higher multiple.  It is creating a bit of a base here.  You would have to be pretty active here.

Colin Fisher NORTH AMERICAN & MACRO THEMES CAUTIOUS Unknown View
WATCH Y-T Yellow Media Inc Market Call (BNN TV) 2016-03-16 $19.780

They have a ton of debt that they have been paying down over time.  They made a recent acquisition which is mobile.  They are trying to pay down debt and grow revenues.  We are just seeing the early stages of whether it is flat lining.  There is potentially a lot of debt.  These are concerns.  He does not think you will blow up on this one, and it has had a crazy run as of late.  He would let it play out for a while.  We don’t know if this one is growing.  It has just come out of flat lining.

Colin Fisher NORTH AMERICAN & MACRO THEMES CAUTIOUS No View
BUY ZAO-X Zaio Corporation Market Call (BNN TV) 2016-03-16 $0.110

Database company for the housing market.  There are a whole lot of demographic reasons why they have to move into technology for home appraisals.  They have showed their products are more accurate than a traditional appraisal.  The last CEO was replaced.  The board was conflicted.  Mr. Fisher took control of the company and put in 4 new directors, not light weight.  His company is VERY involved in this company.

Colin Fisher NORTH AMERICAN & MACRO THEMES CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-03-08 $0.020

Metals & Mining. Has been pretty negative for the last 4+ years, but in November he thinks he saw a fundamental change in currency and gold prices. He has been buying more into the precious metals sector. Feels this rally in the gold price is long term bullish. It may have a pullback in the near term. Serious investors are recognizing that gold is an asset to have right now. He also feels it is fortunate that we have not seen the silver price rise yet along with gold. Globally we are looking at the major equity markets turning over, currencies are being devalued across the board, and in many countries we are looking at zero to negative interest rates. At that point, gold actually makes sense. This time we are actually seeing gold going up in US$, which is very different.

Brent Cook JUNIOR MINING & EXPLORATION UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-03-08 $0.020

Base Metals. These are in their bottoming process. It could take a while. It depends on global demand, and he doesn’t see it picking up this year, maybe into next year.

Brent Cook JUNIOR MINING & EXPLORATION UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-03-08 $0.020

Silver. Much more volatile than gold, and we haven’t seen it jump yet. The reason is that we haven’t seen the wing nuts and tin hat guys jump in yet.

Brent Cook JUNIOR MINING & EXPLORATION UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-03-08 $0.020

Metals & Mining. For the past few years, we have had a push up in gold during the 1st quarter. This year we have seen the same push up on gold prices, but thinks it is more sustainable because on the underlying fundamentals on the supply side, production levels are flattening to going down. People are curtailing production and there are not very many development projects being put on line. Also, there is very little expiration, either from the majors to the juniors. Long-term, 5-10 years down the road, it looks very good.

Joe Mazumdar JUNIOR MINING & EXPLORATION UNKNOWN _N/A View
COMMENT BSX-T Belo Sun Mining Market Call Tonight (BNN TV) 2016-03-08 $0.500

Thinks the large gold deposit in Brazil works and that it is a decent deposit. The people running it know what they are doing. There have been some issues with the local natives. If they can get their final mining permit, this is a good project and is something worth owning.

Brent Cook JUNIOR MINING & EXPLORATION UNKNOWN Unknown View
WATCH CLZ-X Canasil Resources Inc. Market Call Tonight (BNN TV) 2016-03-08 $0.210

Has a silver discovery in the Durango area of Mexico. It is a joint venture with Orex (REX-X) earning in. They are carried for 35% once Orex has earned in. A very interesting project. They drilled into an alteration zone and hit good mineralization which is fairly consistent and looks like it is averaging 2-250 g silver over this zone which is right now 350 m. The key to this is that it seems to be closing off to the south, and the northwest is open. Southwest is really intriguing because it goes under a hill which could get into something quite significant. He would be watching what the drill holes look like stepping off to the south-south west. 

Brent Cook JUNIOR MINING & EXPLORATION UNKNOWN Yes View
PAST TOP PICK DNA-T Dalradian Resources Market Call Tonight (BNN TV) 2016-03-08 $0.960

(A Top Pick March 4/15. Down 12.73%.) Nice deposit in Northern Ireland. A high grade narrow vein deposit. In all categories, they have got something in the order of 3 million ounces, close to 9 g. Right now they are going through a big program where they are infill drilling to bring the confidence in this resource up to a more mineable level. As part of that they are going to do some underground bulk sampling, which will give it a much better feel for what the dilution is going to be. They will be doing a feasibility. Still likes this.

Brent Cook JUNIOR MINING & EXPLORATION UNKNOWN Yes View
COMMENT DYG-X Dynasty Gold Corp. Market Call Tonight (BNN TV) 2016-03-08 $0.020

A small mining company in Ecuador. Have some high grade veins, but he hasn’t seen it work that well yet. Hasn’t been there for 3 years, so doesn’t follow it closely.

Brent Cook JUNIOR MINING & EXPLORATION UNKNOWN Unknown View
COMMENT EDV-T Endeavour Mining Capital Market Call Tonight (BNN TV) 2016-03-08 $10.880

(Hold or Sell?) Acquiring True Gold (TGM-X). Recently did a comparison of True Gold with Roxgold (ROG-X). They both put out the feasibility at the same time and both say they have had about a 45% IRR with a gold price between $1250 and $1300. The difference is that Roxgold is high grade underground while True Gold’s Karma project is low-grade leaching (?), but are looking at very good recoveries of 85%. Roxgold’s funded through equity and debt while True Gold did a stream. The stream is a significant portion of the upfront capital required. By keeping Endeavor and the True Gold Karma project, the first 5 years of 100,000 ounces, you get 20% of the gold price.

Joe Mazumdar JUNIOR MINING & EXPLORATION UNKNOWN No View
COMMENT ER-T Eastmain Resources Inc Market Call Tonight (BNN TV) 2016-03-08 $0.390

The big catalyst going forward is if they found, identified and drilled out an economic deposit. Have been drilling this project for 10 years plus. They continue to hit mineralization, and there is good mineralization on it, but his concern has always been it’s a shattered up vein system, so it is difficult to put in a high grade mining scenario because the veins are jumping around. Not convinced it is a significantly economic deposit.

Brent Cook JUNIOR MINING & EXPLORATION UNKNOWN No View
HOLD EVM-X Evrim Resources Corp. Market Call Tonight (BNN TV) 2016-03-08 $0.220

Brought on a new geologist who he had worked with in Mexico. This geologist knows Mexico and how to get in and do things. He can turn up very good projects. They have one new project that they are just turning up. The initial results are very interesting. The stock has moved up, so there is no urgency to buy.

Joe Mazumdar JUNIOR MINING & EXPLORATION UNKNOWN Yes View
COMMENT GSV-X Gold Standard Ventures Market Call Tonight (BNN TV) 2016-03-08 $1.340

In Nevada and has done well. An interesting story. They’ve had Oceana Gold and Gold Corp. do private placements with them. Have a small oxide gold resource in Nevada called Pinion. Not real big, and goes underground quickly, and the strip gets high. Recently pulled 2 holes north of there in the Dark Star project, which are quite good. If they can be extended, they are onto something significant. Moving to the north it tends to feather out, but is open to the south. What happens in the next 2 drill holes to the south is going to tell you everything you need to know. His concern is that there might be a blockage structure coming across.

Brent Cook JUNIOR MINING & EXPLORATION UNKNOWN No View
TOP PICK IVN-T Ivanhoe Mines Market Call Tonight (BNN TV) 2016-03-08 $0.770

This is run by Robert Friedland, a fantastic promoter. They have 3 projects in Africa. Kamoa is copper where they are looking at getting head grades of about 3.86% which is phenomenal and should push them into a lower quartile. Platreef has platinum, gold, nickel and copper and is a very low cash cost potential producer. Kipushi deposit has zinc and looking at grades of about 35% which is phenomenal. There are 3 projects which are potentially world-class, but in one portfolio. Zijin Mining gave them $412 million US for half of 1, which basically amounts to 90% of their market cap right now, and they are trading at about a 70% discount to their 52 week high.

Joe Mazumdar JUNIOR MINING & EXPLORATION UNKNOWN Yes View
TOP PICK KAM-X Kaminak Gold Corp. Market Call Tonight (BNN TV) 2016-03-08 $1.300

Made a discovery in the Yukon, the Coffee deposit. It is a high grade deposit relative to other heap/leach deposits. A very robust deposit with about a 40% IRR. At some point, he expects another company is going to come in and buy this.

Brent Cook JUNIOR MINING & EXPLORATION UNKNOWN Yes View
PAST TOP PICK MARL-LN Mariana Resources Ltd. Market Call Tonight (BNN TV) 2016-03-08 $0.000

(A Top Pick March 4/15. Up 12.86%.) Have a fantastic discovery in Turkey. This is an “A” listed company. It’s a great deposit. They are a 30% partner with a Turkish company who is running the show, and will be developing it. He sold his holdings because he could see limits going on and was having too much trouble with the “A” listing. He is waiting to see how they restructure the company. If they spin out the Hot Maden property into a separate vehicle listed in Toronto, he would be very interested.

Brent Cook JUNIOR MINING & EXPLORATION UNKNOWN No View
COMMENT MND-T Mandalay Resources Corp. Market Call Tonight (BNN TV) 2016-03-08 $0.850

Management is refreshing. They look for return and for what value they can add. Usually with the assets they purchase they add value with their technical ability. They also have a good philosophy with respect to wanting to provide returns for their shareholders. Loves their philosophy and the way they add value to assets. They buy them cheap and then they add value so that their value accretes to their shareholders. 

Joe Mazumdar JUNIOR MINING & EXPLORATION UNKNOWN No View
TOP PICK MRZ-X Mirasol Resources Market Call Tonight (BNN TV) 2016-03-08 $1.190

(A Top Pick March 4/15. Up 20.2%.) Run by probably one of the top 5 exploration guys that he has ever worked with. Just did a joint venture in Argentina with Anglo Gold, which is adjacent to a deposit where Anglo Gold Mining has produced 3 million ounces. He thinks the veins run onto their ground.

Brent Cook JUNIOR MINING & EXPLORATION UNKNOWN Yes View
COMMENT NDM-T Northern Dynasty Minerals Ltd Market Call Tonight (BNN TV) 2016-03-08 $0.450

Really an option play on the resources in the ground for copper and gold. Are they going to get permit and are they going to get built? His suspicion is that the answer would be No. There is also a legal battle with the EPA.

Brent Cook JUNIOR MINING & EXPLORATION UNKNOWN Unknown View
BUY on WEAKNESS NMI-T Newmarket Gold Inc Market Call Tonight (BNN TV) 2016-03-08 $2.160

He is buying this, but not big. Waiting for pullbacks, because it is up about 60% year to date. They have some marginal assets. Cosmo is not making a lot of money, and Stawell is making a little bit. Really it is the Fosterville that is generating the lions share of the free cash flow. It was under capitalized for a while, but now they are bringing capital in to improve the mine lives and the head grades.

Joe Mazumdar JUNIOR MINING & EXPLORATION UNKNOWN Yes View
COMMENT NXE-X NexGen Energy Market Call Tonight (BNN TV) 2016-03-08 $1.480

A fantastic discovery. They just put out a resource of 200 million pounds at about 2.5%. Within that, there is a high grade core of 120 million pounds of uranium. That 120 million pounds is the bulk of it. It is currently defined by 7 drill holes. When you get a deposit that great, it is going to take a lot more infill drilling to bring it up to “measured and indicated”. A great deposit, great discovery.

Brent Cook JUNIOR MINING & EXPLORATION UNKNOWN Unknown View
DON'T BUY PVG-T Pretium Resources Market Call Tonight (BNN TV) 2016-03-08 $6.870

His concern is that the COO (Chief Operating Officer) left at the same time there was a news release that they had reduced the capital. His worry is that the COO left because he didn’t want to own the capital estimate.

Joe Mazumdar JUNIOR MINING & EXPLORATION UNKNOWN No View
COMMENT RMX-T Rubicon Minerals Corporation Market Call Tonight (BNN TV) 2016-03-08 $0.060

Not going to be a take out candidate. This is a disaster. The mineralization is very erratically distributed in structures. Even within those structures, the gold mineralization itself is very erratically distributed. It is difficult to put together any continuity for a mine plan. He thinks they are going to stay broke.

Brent Cook JUNIOR MINING & EXPLORATION UNKNOWN Unknown View
COMMENT THO-T Tahoe Resources Market Call Tonight (BNN TV) 2016-03-08 $12.380

Their silver deposit in Guatemala is one of the best deposits out there. Took out 2 companies in Peru, so got into the gold business. Their Rialta deposit is good, and are building the 2nd one, which he feels is going to work out as well. (Joe Mazumdar) They then bought Lakeshore, which is an underground deposit, with a lot of capacity with respect to the plant and a lot of upside with respect to exploration. Tahoe provides the cash flow to develop that faster and organically, which is really the big boost for that district.

Brent Cook JUNIOR MINING & EXPLORATION UNKNOWN Unknown View
COMMENT VIT-X Victoria Resource Corp Market Call Tonight (BNN TV) 2016-03-08 $0.230

He likes management. They have been in the Yukon for a long time. The project is marginal right now. With a rising gold price they already have a feasibility study, so a lot of de-risking is done. He likes that they are doing more drilling and looking at other parts of their land package for more value. He is optimistic on this.

Joe Mazumdar JUNIOR MINING & EXPLORATION UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-03-08 $0.020

Juniors. This year he thinks we are finally in the turn. Things are starting to look up for the juniors. There has been a PDAC curse, i.e. a tendency through the years for the resource sector, juniors in particular, to trend up during the 1st quarter, and for everybody to get excited. However, a couple of weeks after, it fails and for the rest of the year it is a long downward trend and misery. There have been 3 violations of the curse, 2003, 2006 and then 2009. This year started off horrible for all levels of equities. He was down in the 1st few weeks in his “bottom fishing” edition of 100 companies, but in the 3rd and 4th week it has turned around and is up 40%. Gold has finally surprised us on the upside. The big concern is if the gold rally is sustainable.

John Kaiser Juniors, Pre-Production OPTIMISTIC _N/A View
TOP PICK AZ-T Arizona Mining Market Call (BNN TV) 2016-03-08 $0.510

This is the big story nobody knows about. It is the best lead/zinc discovery since Red Dock (?) in the US. It comes on the heels of a $40 million investment on an oxide resource at surface on the Hermosa Taylor deposit in Arizona, that doesn’t really work at the current metal prices, but followed the zone deeper and found a huge CRD sulfide system of several hundred million tons, with 9% lead/zinc with a 2-ounce silver. He has modelled this as a billion-dollar MPV. Double silver to $30 and it goes up 30%.

John Kaiser Juniors, Pre-Production OPTIMISTIC No View
COMMENT BCM-X Bear Creek Mining Market Call (BNN TV) 2016-03-08 $1.160

Their Latin America mine is now at the permitting stage. A low grade silver/lead/zinc system. It is partly tracking the rise in metal prices and the expectations that were coming out. They have arbitration going on at the Santa Anna project, so they may get some sort of payout for that. The bigger guys are feeling the worst is over and are now looking down the food chain and starting to acquire smaller companies.

John Kaiser Juniors, Pre-Production OPTIMISTIC Unknown View
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