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Significant Growth Expected for HudBay Minerals Inc Ord Shs (HBM) Regardless of Augusta Acquisition Outcome

April 15, 2014

Whether or not HudBay Minerals Inc Ord Shs (HBM) is successful in acquiring Augusta Resource Corp. (AZC), Haywood Securities Analyst Stefan Ioannou says he believes HudBay has significant opportunity for growth over the next couple of years. Ioannou says he expects growth for HudBay on the order of 350 million pounds of copper per year and 450 million pounds of zinc annually. “The one thing to watch at HudBay in the near term is the execution of this growth plan,” Ioannou says. “So far construction at Constancia, the big project in Peru is going well; it’s on budget relative to a $1.7 billion capital cost estimate.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE...
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Exploration Upside for Nevsun Resources (USA) (NSU) in Africa

April 15, 2014

Nevsun Resources (USA) (NSU) has significant exploration upside in Africa, according to Adam Low, Analyst with Raymond James & Associates, Inc. Low says Nevsun operates its Bisha mine in Eritrea, a country in Northeast Africa. “While that may scare some potential investors off, I do find that the perception of where the mine is located is much worse than the reality. The company has been in the country for, I think, something like 15 years now,” Low says. “So they have got a long, well-established history in the country. The government of the country is itself a 40% owner of the mine. So it’s a partnership with the government and it’s a partnership that’s gone exceedingly well...
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Apple Inc. (AAPL) Expected to Add Buybacks and Increase Dividend

April 14, 2014

Portfolio Manager Kenneth Conrad of BMO Global Asset Management bases his investment philosophy on finding yield, and Apple Inc. (AAPL) is a prime example of where he is succeeding in that strategy, as the company has seen a 2.2% yield in the last year, which Conrad expects to increase. “Apple didn’t have any yield two years ago. And then, since last year, it’s a top 10 holding, has a 2.2% yield and about $20 billion in net cash. We expect that yield to increase over time, and it scores incredibly well in our model,” Conrad said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Conrad says there are a lot of ways to win with Apple...
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Access Midstream Partners LP (ACMP) Offers Attractive Yield and Growth Profile

April 14, 2014

Senior Portfolio Manager Robert Chisholm of Center Coast Capital Advisors, LP, is projecting a 15% average growth rate for Access Midstream Partners LP (ACMP). The stock has performed well in the firm’s Focus Fund due to its diversified portfolio and attractive yield, among other positive attributes. “Access Midstream Partners is primarily a gathering-and-processing master limited partnership. It is 100% fee-based with very attractive contracts, essentially cost of service, and allows them to earn an attractive return on their investments in gathering-and-processing assets. They have assets located in a diverse number of shale plays: the Marcellus, the Utica, Haynesville, Barnett,” Chisholm said...
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Affiliated Managers Group, Inc. (AMG) Poised for Organic Growth, Acquisitions

April 11, 2014

Robert Lee, an Analyst with Keefe, Bruyette & Woods, Inc., says he expects Affiliated Managers Group, Inc. (AMG) to deliver better organic growth than its peers. He says the Massachusetts-based asset manager stands to benefit from equity strategies, as well as from global strategies and alternatives. In addition to organic growth, he says the company could grow through acquisitions. “Affiliated Managers Group has for the past two decades, one of their core strengths of their strategy is that they make investments in kind of mid-sized boutique managements, they have done it for 20 years pretty successfully, they kind of have a proven model,” Lee says...
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