| BUY | 35.600 | Robert Floyd | This can benefit through the stronger gold prices. Decent producer and low-cost. | 2008-09-25 | |
| BUY | 30.610 | Ken McCord | (Market Call Minute.) Likes the senior producers and likes gold now. | 2008-09-18 | |
| BUY | 32.800 | Charles Oliver | Have some of the best low-cost mines including Red Lake. Just acquired Gold Eagle (GEA-T). Overpaid a little but it is strategic. Has pulled back and is relatively cheap. | 2008-09-17 | |
| DON'T BUY | 27.390 | Brian Acker, CA | His model price is $27.52, so it's bang on its model price. Barrick (ABX-T) would be a better buy. | 2008-09-11 | |
| DON'T BUY | 36.120 | Peter Gibson | Wouldn't be surprised if the stock goes higher because he thinks gold prices are going higher. However, it doesn't meet some of his benchmark tests such as the rate of profit growth, etc. Prefers a more conservative play such as Barrick (ABX-T). | 2008-08-29 | |
| BUY | 36.120 | Stephen Carlin | One of his favourite gold companies. Low cost producer. Has one of the best Canadian production growth profiles over the next 3 to 5 years. | 2008-08-29 | |
| WEAK BUY | 36.120 | Ross Healy | Feels the US$ is going to find some footing for a while. Gold stocks have already signalled that they are concerned and there has been a technical breakdown on the gold index. His fair market value is about $48 but has significant resistance at $39. Would prefer Barrick (ABX-T), which has a better balance sheet and a lot more upside. | 2008-08-29 | |
| BUY | 36.140 | John Embry | This has become the “go to” gold stock in the world. | 2008-08-28 | |
| BUY | 35.160 | John Zechner | Decent growth. Becoming one of the top tier gold companies. One of the best pure exposures to gold out there. | 2008-08-25 | |
| BUY | 34.350 | Bill Harris, CFA | Seems to be acquiring very intelligent things. | 2008-08-20 | |
| HOLD | 32.350 | Bruce Campbell | Thinks gold will rebound from here.
| 2008-08-18 | |
| BUY | 32.930 | Michael Sprung | Diversified portfolios should have some exposure to gold. If the US$ continues to devalue against major currencies over the next couple of years, gold will remain a relatively attractive asset. This company's production profile for the next few years is one of the best. One of the lowest cost producers. | 2008-08-14 | |
| WATCH | 32.930 | Paul Harris, CFA | Lowest cost producer. Gold stocks are probably a Buy in the next little while. Have a huge long-life asset. Thinks gold will test $800, which is a good buying opportunity at that time. | 2008-08-14 | |
| SELL | 33.180 | Hap (Robert) Sneddon FCSI | (Market Call Minute.) Doesn't see any support on gold. | 2008-08-12 | |
| Comment | 37.430 | Michael Smedley | Acquiring Gold Eagle Mines (GEA-T). | 2008-08-01 | |
| BUY | 38.150 | John O'Connell, CFA | One of the best gold stocks out there. Earnings were a little bit light because of input cost inflation and their costs per ounce of gold was a little higher. Would limit your holdings to 3% or 4% of gold. | 2008-07-31 | |
| Comment | 40.440 | Ken McCord | Reasonably bullish on gold in general but it’s just not moving. Expecting gold will rally soon and that’s when he will Buy some gold stocks. | 2008-07-29 | |
| Comment | 41.970 | Duncan Stewart | Gold ought to be doing better than it is. It is failing to do so and that suggests that maybe it is not going to be the market's choice during inflation. | 2008-07-28 | |
| TOP PICK | 40.950 | Steven Conville | Expect they will post strong earnings and the price of gold will continue to climb for the next little while. Relative to its peers, it is a pretty good buy. | 2008-07-23 | |
| TOP PICK | 43.650 | Greg A. Taylor, CFA, BBA | Positive on gold over the next few months. This one still stands out among the senior golds as having one of the best growth profiles. Their big operation in Mexico is starting up and seems to be going fairly well. Have a good project in Quebec and the partnership in the Dominican Republic. | 2008-07-22 | |
| Comment | 47.260 | Peter Brieger | Likes gold. (See Top Picks.) Has a very nice war chest, so it is interesting. | 2008-07-16 | |
| TOP PICK | 49.000 | David Burrows | Gold is the least correlated asset to equity markets. You should have some, as it is a hedge against currencies and inflation. This one has a diversified portfolio of assets with very little political risk. 43 million ounces of gold in the ground. Will be a growth producer going forward. | 2008-07-11 | |
| TOP PICK | 46.600 | Bill Carrigan | Thinks gold will be okay for 3 or 4 months. This is one of the few gold stocks that has made a 52 week high. | 2008-07-03 | |
| TOP PICK | 46.720 | Andrew Cook | Likes gold as a bit of a hedge but also seasonally, it's strongest period is from the first of July until the fall. This one has some of the strongest growth of large cap producers. Located in generally stable jurisdictions. | 2008-07-02 | |
| Comment | 42.060 | Colin Stewart | Gold is a direct hedge to inflation and benefits from a weaker US$. He feels that buying the gold directly through an ETF is a cheaper way to play that theme as opposed to buying a gold mining company. | 2008-06-25 | |
| BUY | 39.450 | Bruce Campbell | Under $40 is a pretty good entry point. Seasonality for gold is coming in a couple of months and can see a trade for gold back towards $1,000 when he would be a seller (later in the fall). | 2008-06-13 | |
| BUY | 41.290 | Paul Harris, CFA | One of the best companies in the sector. Lowest cost of production at around $250. Great growth prospects. | 2008-05-22 | |
| TOP PICK | 37.700 | Greg A. Taylor, CFA, BBA | The Canadian senior with the best growth projects going forward. Massive mine in Mexico that they are starting up right now, which is a good gold/silver deposit. Should have Firstgold Corp in the summer. You really want to own these companies when they start putting mines into production. Also good projects in Quebec. Also have the Red Lake project in Ontario. | 2008-05-07 | |
| Comment | 35.810 | Norman Levine | Very well run company with some great properties, especially in Northern Ontario. If you think the price of gold is going to do well, this is a good name. If you like gold, you might want to play the gold E.T.F. | 2008-04-30 | |
| WEAK BUY | 41.070 | Michael Sprung | It’s our main exposure to gold. There’s strong fundamental demand for gold. Has good properties and good production increases coming on stream. | 2008-03-27 | |
| BUY | 41.290 | Ken McCord | Likes gold in general. In 2003 gold was trading at 200 an oz. very tight margins, so not much was produced. Now the prices of gold is higher, it's worthwhile to produce, but the gold producers have a lot of costs to get production going again. So gold bullion has out performed gold producers, but thinks that gold producers will soon out perform bullion. Likes Yamana,Kinross, and Goldcorp | 2008-03-26 | |
| BUY | 44.110 | Michael Smedley | Has tremendous girth and assets. Have a lot to develop. Mainly Canadian and Latin American. | 2008-03-13 | |
| TOP PICK | 43.880 | Michael Sprung | As a value investor, he looks for low production costs and a good growth profile. With their current project over the next 5 years, their growth profile should increase by more than 50%. One of the lowest cost producers in the field. | 2008-03-05 | |
| HOLD | 42.490 | Robert Floyd | Has had a good move. He can see some higher prices based on the falling US$ and he can see the gold commodity moving higher. If you don't own, consider adding a little bit. | 2008-02-29 | |
| BUY | 43.670 | Peter Brieger | This would be his 4th choice in gold stocks. He likes bullion and has a price target of $1250 in 12 months. One analyst has suggested taking some of your profits and buying a basket of juniors, which could be acquisition targets. | 2008-02-28 | |
| HOLD | 43.670 | Bruce Campbell | Has a very nice-looking chart. Big and liquid and gold are the sweet spot right now for everything. However, nothing goes in a straight line. He likes to start gradually reducing his holdings. Expects it to go a little bit higher in the short term. With gold running over $1000, he could see this going to $45. | 2008-02-28 | |
| PAST TOP PICK | 40.950 | Dennis Dasilva | (A Top Pick Apr 5/07. Up 39%.) Sees some upside for gold prices but there are concerns on the costs side. Have a very aggressive growth program. Consider as a Hold. | 2008-02-25 | |
| PAST TOP PICK | 36.400 | Bruce Campbell | (A Top Pick Feb 5/07. Down 3.4% including dividends.) Still likes it and thinks the gold sector is a place to hide. | 2008-01-23 | |
| DON'T BUY | 34.880 | Brian Acker, CA | Too expensive for him. Did in major big acquisition, which blew up their balance sheet to a really big number. His model price is $24.43, a -31% differential. | 2008-01-17 | |
| Comment | 35.310 | Don Vialoux | If you were trading seasonally, you would buy in August and sell it in October. The stock continued higher in response to higher gold prices. Gold itself is starting to peak out. There are also signs that this stock is reaching a fairly important short-term peak. MACD looks like it is turning over. He would suggest you stay away from this until July, when you can play the seasonal trade. | 2008-01-16 | |
| HOLD | 37.200 | Robert Floyd | (Market Call Minute.) | 2008-01-15 | |
| Comment | 38.810 | Peter Brieger | Very bullish on gold. His preferences are Agnico Eagle (AEM-T), Kinross (K-T) and Yamana (YRI-T). If he were going to buy a 4th, it would be this one. | 2008-01-11 | |
| BUY | 38.150 | David Taylor, MBA, CFA | (Market Call Minute.) Would definitely own. Bullish on gold. | 2008-01-10 | |
| SELL | 37.550 | Kenneth P. Norquay, CMT | In a roaring short-term bull market. It was doing the same thing in 05 and 06. Getting pretty close to resistance. The time to Sell is when it approaches resistance. | 2008-01-04 | |
| BUY | 36.330 | Gavin Graham | Likes gold. | 2008-01-02 | |
| PAST TOP PICK | 33.800 | Bruce Campbell | (A Top Pick March 6/07. Up 13.3%.) Gold is a nice hedge against possible recession. This one has a lot of growth and production coming. | 2007-12-31 | |
| TOP PICK | 32.080 | David Cockfield | Things are starting to pay off. Have increases in production. Unhedged. Have a lot of good assets. | 2007-12-21 | |
| Comment | 30.940 | David Baskin | Gold is not his favourite sector. Very hard to predict the price of gold and he doesn't understand it. | 2007-12-18 | |
| Comment | 33.250 | Peter Brieger | 4th in line in the gold stocks for him. He likes gold as a commodity and his choices are 1) Agnico Eagle (AEM-T) 2) Kinross (K-T) and 3) Yamana (YRI-T). If you are going to buy another one, it would be this one. Likes the company and management. | 2007-12-11 | |
| TOP PICK | 33.700 | David Cockfield | The projections for production are just going through the roof. The price of gold looks pretty good. Their cost per ounce has gone up but is still way under the price of gold. Production increases look really good and they're going to go on for a few years. Great assets. Good management. | 2007-12-07 | |
| BUY | 33.200 | Peter Brieger | This would be his fourth choice after Kinross (K-T), Agnico Eagle (AEM-T) and Yamana Gold (YRI-T). Likes the company. | 2007-11-26 | |
| WAIT | 33.600 | Ron Meisels | (Market Call Minute) Wait for a breakout at about $35 and is probably heading towards $60. | 2007-11-23 | |
| PAST TOP PICK | 32.700 | Bruce Campbell | (A Top Pick June 5/07. Up 26.1%.) This was based on the economy and a weaker US$. Can see gold getting into the high $800's and $850 average for the year. | 2007-11-22 | |
| HOLD | 32.460 | Paul Thornton | A lot of gold stocks have not kept up with the recent gains in the underlying commodity. Looking back on this stock over the last few years, it did not keep up at all with gold stocks when they were running hard, especially a year ago. Has now broken its downtrend as of mid-October and remains in pretty good shape. Likes this one, but the group has been not acting strongly. | 2007-11-21 | |
| BUY | 31.320 | Robert Cohen B.A.Sc., MBA, CFA | 3rd largest old company in the world. Acquisition of Glamis was fairly dilutive on their balance sheet. When the production starts up in Mexico, things should return to normal. Looks good on a net asset basis. Likes the deal they did with Kinross (K-T). | 2007-11-16 | |
| PAST TOP PICK | 32.080 | Dennis Dasilva | Then $29.47
About 1/2 the performance of gold in that time. Dealing with the overhang from the Glamis acquisition. | 2007-10-30 | |
| BUY | 32.080 | Gavin Graham | He owns Gold Corp and Barricks. He believes that Gold Corp. will go up. He thinks that the gold stock will reflect the higher price of gold. It is lagging now but it will play catch up. | 2007-10-29 | |
| WEAK BUY | 32.200 | Michael Sprung | Primary exposure in the gold sector. Like it. The production profile is increasing significantly over next couple years. Weakness in U.S dollar caused move into gold. Very well managed company. Selling at reasonable price | 2007-10-26 | |
| PAST TOP PICK | 32.200 | Stephen Carlin | (A Top Pick, Nov 8/06. Up 1.1%) Still like the name, has plenty of growth potential. | 2007-10-25 | |
| DON'T BUY | 30.940 | Brian Acker, CA | Had a big merger and blew up their balance sheet and made it really large. This stock is going to be stuck in the mud for quite some time. He has a model price of $25.30, a negative 17% differential. | 2007-10-10 | |
| BUY | 30.410 | David Burrows | Has not been as strong a performer as Barrick (ABX-T) or Agnico-Eagle (AEM-T) but it does have growth. Good diversification. An institutional name. | 2007-10-04 | |
| Comment | 30.160 | Norman Levine | The outlook for gold over the next year is probably very positive. If you are a short-term trader, this stock may come off some more. This is a premier company. The only negative is that its costs are in Canadian and it is sold in the US. | 2007-10-02 | |
| BUY | 30.970 | Michael Sprung | Likes the fundamentals for gold over the next few years. With the weakness in the US currency, he thinks there is a place for gold exposure. Good production profile going forward. Currently producing 2.3 million ounces and he can see that going to 2.8 over the next couple of years. Low cost producer. Attractive on a valuation basis. | 2007-10-01 | |
| TOP PICK | 30.400 | David Cockfield | Starting to show technically that it is starting to move again. Have tremendous reserves. | 2007-09-28 | |
| BUY | 29.340 | Mark Grammer | Going to break through all time high. | 2007-09-19 | |
| BUY | 28.180 | Robert Floyd | Gold exceeding $700 was quite significant for the sector. Likes the overall operations and thinks it will trend higher. Likes Agnico-Eagle (AEM-T), Goldcorp (G-T) and Kinross (K-T) and would put his money with these three. | 2007-09-14 | |
| BUY | 28.230 | Peter Brieger | Like gold as a commodity. Still a buyer after recent increase. | 2007-09-13 | |
| BUY | 25.250 | Bill Carrigan | Now is the time to look for a rally. Doesn't know if it will make a new high, but probably the worst is over. | 2007-09-05 | |
| BUY | 25.320 | Alex Ruus | Gold is looking as cheap as it has for a long time. If you are going to be in metals, gold is the place to be. This company would be at the top of his list in terms of large caps. | 2007-09-04 | |
| SELL | 24.520 | Brian Acker, CA | The model price is $25.10, a 1% positive differential. The model price is eroding a lot on these companies. In Feb/07 it was around $31. Acquisition of Glamis had a huge dilution on their balance sheet. | 2007-08-30 | |
| BUY | 24.690 | Nick Majendie | Has been quite suppressed by some production shortfalls and cost overruns, but he likes the gold area generally. One of the few commodities that will show upside over the next year. If you can be patient, this could be a very rewarding investment over th | 2007-08-29 | |
| BUY | 24.180 | John O'Connell, CFA | Has struggled because of the acquisitions it did in the last few years. Thinks it is near its bottom and could move back up to the $30 price range. | 2007-08-27 | |
| DON'T BUY | 24.360 | David Baskin | Not a fan of gold. Multiples on gold stocks are too high. | 2007-08-23 | |
| PAST TOP PICK | 23.260 | Stephen Carlin | (A Top Pick Nov 8/06. Down 25.3%.) Surprised gold companies went down when the price of gold went up. Fundamentals are still good. Still a buy. | 2007-08-21 | |
| PARTIAL BUY | 22.800 | Bill Carrigan | Last week's low was a little shocking, but he thinks you could enter here. Went below its previous low. Use common sense and don't go overboard. Not a big fan of this one. | 2007-08-20 | |
| BUY | 22.800 | Greg A. Taylor, CFA, BBA | A fantastic company. The merger with Glamis brought in a lot of diversity as well as a good management team. Building a massive gold mine in Mexico with a silver component. | 2007-08-20 | |
| BUY | 25.330 | Jeff Parent | In the triangle with a downward trend. Entering into a phase of consolidation, which is positive. Gold needs to go higher before commodity companies go up in price. A rally is in order for some gold stocks as they have gone through a big consolidation. Had consecutive higher lows, which is positive. Exit at $24. | 2007-08-15 | |
| BUY | 25.890 | Rob Callander | Very low cost. Extremely well run. New management is pretty aggressive. If you have a positive view on gold, then this is a core holding for your portfolio. | 2007-08-14 | |
| Comment | 26.300 | Michael Smedley | Had 1 or 2 problems with some of its mines. Prefers smaller golds with a more speculative expansionary edge to them. Gold will have its day again. It's down with the general market. | 2007-08-09 | |
| BUY | 27.120 | Gavin Graham | Gold stocks have lagged. Gold has been holding up pretty well during the recent big sell off. Thinks the unhedged gold stocks will catch up. | 2007-08-08 | |
| PAST TOP PICK | 28.200 | Brendan Caldwell | (A Top Pick Feb 27/07. Down 7%.) Has been frustrating as gold has been considerably stronger than the stocks themselves. This now seems to be changing. | 2007-07-24 | |
| Comment | 28.850 | Peter Brieger | Very much likes gold. He prefers the iShares (XGD-T). If you are looking for individual stocks, there are 3 he would suggest. Goldcorp (G-T), Kinross (K-T) and Agico Eagle (AEM-T). Of the 3 he prefers Kinross. | 2007-07-19 | |
| SELL | 27.120 | Peter Gibson | Feels gold will be at $800 in 2008. There are some deflationary risks later on and gold tends to do well in that environment. This is not one of his favourite gold stocks. The ROE decline is too severe for him. Would prefer Kinross (K-T) or Agnico-Eagle (AEM-T). | 2007-07-16 | |
| BUY | 27.820 | Michael Sprung | A lot of activity going into gold as a hedge against the US$. Demand for gold has been fairly strong. Prefers over Kinross (K-T) because of better production outlook. | 2007-07-13 | |
| BUY | 27.330 | Bruce Campbell | Has a lot of growth. You can buy it here and you will make a fair bit of money in the next 6 months. | 2007-07-09 | |
| BUY | 25.840 | Bill Belovay | Gold, copper and silver. Hopefully there will be some growth in earnings per share. | 2007-07-03 | |
| BUY | 24.900 | Paul Harris, CFA | Has underperformed over the last little while, so he thinks it's a buying opportunity. He owns GoldCorp and Redback. | 2007-06-28 | |
| TOP PICK | 25.350 | Bill Harris, CFA | Gold in this environment should probably trade sideways. Top quality asset and he thinks gold will do well. Good price. | 2007-06-25 | |
| BUY | 26.190 | Brian Acker, CA | The model price is $29.18, which is a 13.5% positive differential. | 2007-06-21 | |
| BUY | 26.460 | Gavin Graham | Gold and gold stocks will often lead and lag. Has got excellent growth. Thinks gold will go higher. | 2007-06-15 | |
| WATCH | 25.740 | Ron Meisels | It's going against the trend, of other gold stocks. It's 200 day moving average is turned down. This stock is not a favorite of the people anymore. If you own it, keep an eye on the 23, 24 level. | 2007-06-13 | |
| BUY | 25.580 | Bob Stodgell | Gold has been volatile.
Likes it but doesn't own it. | 2007-06-11 | |
| BUY | 25.300 | Brian Acker, CA | 15.29% positive differential
Is suffering under the same problem of their costs going up. | 2007-06-07 | |
| TOP PICK | 25.800 | Bruce Campbell | Has the best growth of the big golds. Great ounces coming in production growth.
Thinks it should be 30 now. Target is $35 a year from now.
Biggest risk is the gold price. | 2007-06-05 | |
| WAIT | 26.040 | Ross Healy | Management team is excellent. Problem with gold's including Goldcorp is that the earnings estimates keep falling.
Expects it to drop another 2 or 3 dollars from here. | 2007-06-01 | |
| DON'T BUY | 25.730 | Paul VanEeden | Cost of producing gold for them is dependent on the cost of producing copper which they use as a credit against their gold mining. If copper goes down, then their gold cost will go up.
| 2007-05-31 | |
| BUY | 25.730 | Bill Harris, CFA | Only a handful of senior gold producers, and Goldcorp is the one company that over the next 5 years can slowly grind up.
Mine-able ounces of 40 million.
If it goes below $25 today he has to re-assess. | 2007-05-31 | |
| DON'T BUY | 24.340 | John O'Connell, CFA | Went through a major battle last year and has never really recovered. Prefers NovaGold (NG-T). | 2007-05-29 | |
| SELL | 24.550 | Pat McHugh | Wouldn't touch any gold mine right now. There’s a disconnect between gold bullion and gold stocks. Gold bullion in terms of Cdn$ is down about 5% in the last 3 months, while gold stocks are down about 17%. | 2007-05-28 | |
| BUY | 24.550 | Michael Sprung | A relatively efficient producer and costs are not out of line. Have been buying some recently. Reasonably valued. | 2007-05-28 | |
Experts that have talked about Goldcorp Inc