Getty Images/iStockphoto
Globe editors have posted this research report with permission of Euro Pacific Canada. This should not be construed as an endorsement of the report's recommendations. For more on The Globe's disclaimers please read here. The following is excerpted from the report:
We are pleased to follow up with our mid-year review of our 2015 top picks. The research team took the opportunity to review their original submissions and make changes where either the relative performance of coverage names or changing fundamentals warranted a revision. Across the eight original names, we are making three changes.
From his Life Sciences and Healthcare coverage, Doug Loe is adding Theratechnologies (TH-TSX) and removing Neptune Technologies & Bioressources (NTB-T). Doug remains bullish on both names while seeing more aggressive nearer term performance from Theratechnologies. We are confirming Pure Industrial (AAR.UN-TSX) where analyst Rob Sutherland is encouraged by its high quality assets, strong balance sheet and the potential for catalysts while removing Slate Office REIT (SOT.UN:TSX). Rob remains positive towards Slate; however, its nearer term performance may be held back allowing for investors to digest its portfolio changes and equity issuance.
Ryan Walker is introducing Dalradian Resources (DNA-TSX) as his top pick for H215 after initiating coverage on June 17, 2015 - Report. Ryan believes Dalradian is well funded for its near-term goals (~$45M at March 31, 2014) with the ongoing 20,000m infill drill program at the 100%-owned high-grade Curraghinalt gold project in Northern Ireland at the top of the list. Ryan started the year with Probe Mine where his recommendation was rewarded with the attractive $5.00 takeover.
Read the full report here.
Globe app users click here for the full report
Read other research reports here.