Transaction log

  • Feb 18, 2020 - Bought 60 Kirkland Lake Gold @ $38.10 (2.29% wtg, opportunistic)

  • Feb 8, 2021 - Bought 30 Kirkland Lake Gold @ $39.03 (90 shares, 2.41% wtg)

  • Feb 8, 2022 - Merger, Kirkland Lake Gold and Agnico Eagle Mines (71 shares, 2.46% wtg, coffee can)

  • Dec 4, 2023 - Bought 19 @ $53.57 (90 shares, 3.00% wtg)

  • Jul 1, 2024 - Bought 10 @ $66.11 (100 shares, 3.70% wtg)

Agnico Eagle Mines

Location: Toronto, Ontario, Canada

 

Estimated fair value history

  • Jun-22 - $64 (4.0% MFCF yield)

  • Sep-22 - $72

  • Dec-22 - $78

  • Mar-23 - $80

  • Jun-23 - $78

  • Sep-23 - $80

  • Dec-23 - $85

  • Mar-24 - $90

  • Jun-24 - $101

  • Sep-24 - $112

  • Dec-24 - $124

  • Mar-25 - $139

  • Jun-25 - $170

  • Sep-25 - $192

Profile

Industry: Gold mining

Sector: Basic materials

Theme: Inflation not dead

5-Year shareholder growth: +20.6%/year

Estimated fair value: $192

Valuation assumption: 4.0% MFCF yield

Insider ownership: 0.11%

Investors: Tony Deden (Edelweiss Holdings), Whitney George (SII), Fred Hickey (The High-Tech Strategist)

History
Raising cash
Agnico Eagle Mines, Fox Corp., Kohl's, Regeneron Pharmaceuticals, Tilly's, trade alerts
Raising cash
Agnico Eagle Mines, Fox Corp., Kohl's, Regeneron Pharmaceuticals, Tilly's, trade alerts

Latest craze: options that expire in one day. Time to raise cash. [trades]

Agnico Eagle Mines, Fox Corp., Kohl's, Regeneron Pharmaceuticals, Tilly's, trade alerts
Gold breaks out to new highs
Agnico Eagle Mines, Zumiez, gold, gold mining, trade alerts
Gold breaks out to new highs
Agnico Eagle Mines, Zumiez, gold, gold mining, trade alerts

Gold hit an all-time high last week, yet gold stocks have lagged behind. This gap should close. As a result, we’re adding to Agnico Eagle. [trades]

Agnico Eagle Mines, Zumiez, gold, gold mining, trade alerts
Getting more defensive
Franco-Nevada, Kirkland Lake Gold, Regeneron Pharmaceuticals, ProShares Short QQQ ETF, ProShares Short S&P 500 ETF, portfolio insurance, trade alerts
Getting more defensive
Franco-Nevada, Kirkland Lake Gold, Regeneron Pharmaceuticals, ProShares Short QQQ ETF, ProShares Short S&P 500 ETF, portfolio insurance, trade alerts

Right now, gold stocks are on sale and stock prices high (putting it mildly). Adding to Regeneron. [trades]

Franco-Nevada, Kirkland Lake Gold, Regeneron Pharmaceuticals, ProShares Short QQQ ETF, ProShares Short S&P 500 ETF, portfolio insurance, trade alerts
Inflation is not dead
Sprott Physical Gold & Silver Trust, ASA Ltd., Franco-Nevada, Kirkland Lake Gold, Pan American Silver, Detour Gold, gold, silver, gold mining, inflation, winner
Inflation is not dead
Sprott Physical Gold & Silver Trust, ASA Ltd., Franco-Nevada, Kirkland Lake Gold, Pan American Silver, Detour Gold, gold, silver, gold mining, inflation, winner

In fact, the reports of its death by the financial press are largely exaggerated.

Sprott Physical Gold & Silver Trust, ASA Ltd., Franco-Nevada, Kirkland Lake Gold, Pan American Silver, Detour Gold, gold, silver, gold mining, inflation, winner