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Evolve Canadian Aggregate Bond Enhanced Yld Fd ETF V.AGG


Primary Symbol: T.AGG



TSX:AGG - Post by User

Comment by jdn55on Jul 02, 2014 10:40am
116 Views
Post# 22709847

RE:Bullish Article on AGG from Seeking Alpha!!

RE:Bullish Article on AGG from Seeking Alpha!!Nice find Laroplex and a good read. Very bullish indeed. I'm personally not in agreement with his take on the Mali geopolitical risk level and think the author has overblown that. The fact of the Mali matter is that the worst of the crisis passed many months ago and not one day of lost gold production occurred with existing Mali miners during the worst of the crisis. BTO take out of Papillon was another vote of confidence in Mali as well. I also question some of the author's number crunching and believe the author has been extraordinarily conservative but that's not a bad thing as even those conservative numbers are robust. To me the most interesting thing he stated was start-up capex of $40MM which is what I've been hearing for a while now. GLTA
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