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| PAST TOP PICK | 17.540 | Peter Hodson | (A Top Pick Feb 12/09. Down 25.73%.) Sold his holdings because of better opportunities elsewhere. | 2010-02-04 | |
| PAST TOP PICK | 17.310 | Bruce Campbell | (A Top Pick Jan 26/09. Down 16.81%.) | 2010-01-29 | |
| DON'T BUY | 18.380 | Michael Decter | Not his favourite gold stock. Partly because they are not growing their production and partly because of their Russian exposure. | 2010-01-25 | |
| DON'T BUY | 19.170 | Steven Conville | If gold gets up to $1500 or $2000, he could see this one hitting its highs $36-$40. However if gold gets to $1350 a market wouldn't be excited about this stock. | 2009-12-18 | |
| PAST TOP PICK | 20.890 | Rick Stuchberry | (A Top Pick Jan 19/09. Down 5%.) Had some operating problems that knocked the stock back. Nothing fundamentally wrong and they have great reserves. | 2009-12-10 | |
| PAST TOP PICK | 21.020 | Bruce Campbell | (A Top Pick Dec 23/08. Up 5.9 %.) Didn't keep pace with bullion because of operational problems in Brazil and will take several quarters to fix. Still a buy. | 2009-12-07 | |
| Comment | 20.600 | Christine Poole | As gold prices rise, gold stocks should too but last quarter they had some operating issues, creating a pullback. Solid producer and relatively low cost and will probably work through its problems. Every portfolio should have some gold exposure. | 2009-11-26 | |
| PAST TOP PICK | 20.680 | Peter Hodson | (A Top Pick Nov 7/08. Up 38%.) Still owns a little but has shifted down to more reliable gold companies. Earnings report was not very good. Likes it for the leverage to gold. | 2009-11-16 | |
| SELL | 20.090 | Stan Wong | (Market Call Minute.) Had some problems with their mine in Russia, which is their 2nd most important mine. Earnings were pretty rough. | 2009-11-04 | |
| BUY | 20.300 | Mike S. Newton, CIM FCSI | Major component of TSX and most ETF’s. | 2009-10-27 | |
| PAST TOP PICK | 24.120 | Rick Stuchberry | (A Top Pick Jan 19/09. Up 10.3%.) | 2009-10-09 | |
| BUY | 23.450 | David Cockfield | Bullish on the whole gold area mainly because of the situation with the US$. Good operating gold company. Increased their dividend recently. Near its all-time high. (See Top Picks.) | 2009-09-23 | |
| Comment | 23.450 | David Baskin | His favourite in golds is Barrick (ABX-T) especially since they eliminated their hedges. | 2009-09-23 | |
| PAST TOP PICK | 24.600 | Bruce Campbell | (Top Pick Sept 9/08, Up 42%) Largest senior gold producer that is not hedged. Good production growth over next 2-3 years. Would still hold it. | 2009-09-15 | |
| Comment | 23.580 | Shauna Sexsmith | Gold. Impressive production growth over the last number of years from 1.6 million ounces to about 2.4 million ounces. Have good projects that will be coming on stream after 2013 but until that time it has limited scope for production growth. Great stock longer-term but not for short-term production growth. (See Top Picks.) | 2009-09-08 | |
| BUY | 24.060 | Derek Webb, CFA | Gold. He is excruciatingly bullish on gold. Gold just had a major technical breakout. | 2009-09-03 | |
| BUY | 22.900 | Michael Sprung | There is room for gold in portfolios of about 3% to 5%. This is one of the majors and well positioned. Production profile over the next few years is positive. | 2009-09-02 | |
| Comment | 21.480 | Ross Healy | Some decent Fair Market Value potential. Gold group appears to be waiting for a big move in bullion to $2000 an ounce that the gold bulls are talking about. He doesn't believe in this but rather it will be the industrial application that affects the price of gold. (See Top Picks.) | 2009-08-13 | |
| BUY | 21.260 | Mike S. Newton, CIM FCSI | Kinross (K-T), GoldCorp (G-T) and Barrick (ABX-T) are excellent core holdings in the gold space. You might also like to take a look at some smaller names as well. | 2009-08-11 | |
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| TOP PICK | 21.400 | Bruce Campbell | Likes gold for the coming seasonal play. Very good production growth profile in the next 2 or 3 years in Russia, Chile, etc. The only pure gold in the seniors’ stocks. | 2009-08-10 | |
| BUY | 21.920 | Greg A. Taylor, CFA, BBA | Have some good growth projects. They will benefit from the expected increase in gold prices. Has a big growth project in Russia, which is a fantastic asset and is doing quite well. Also have assets in Ecuador, which has been tied up in regulations on mining and trying to get permits. Permits should be in place in the next few weeks. | 2009-07-22 | |
| PAST TOP PICK | 20.680 | Rick Stuchberry | (A Top Pick Jan 19/09. Down 6.38%.) Once this current move is over, gold will go back up. Everything they do is basically solid. Adding a lot of new mines and production. He uses gold as insurance in portfolios. | 2009-07-10 | |
| Comment | 19.820 | Peter Brieger | Lots of cash reserves. Great exploration potential and a potential for increased production. He prefers playing gold through the XGD-T. | 2009-06-16 | |
| BUY | 19.110 | Keith Richards | He tends to hold some gold as a defence. Thinks gold might get back into the $1000 area in the next few months. This company would be a great play in this sector. | 2009-05-11 | |
| DON'T BUY | 19.050 | Greg A. Taylor, CFA, BBA | Gold could come under pressure over the next month or six if the S&P and global markets start to recover. | 2009-05-07 | |
| BUY | 19.050 | Jim Huang | This is one of the better gold stocks in reserve and production growth as well as low cost. Good management. | 2009-05-07 | |
| BUY | 17.880 | Michael Sprung | Having some exposure to gold is a pretty good idea. Has good growth profile over the next couple of years. Well-financed, well-structured company. | 2009-04-22 | |
| WAIT | 16.950 | Nick Majendie | They got a 10% interest in the best diamond mine in the world at a very good discount, but this is an investment, rather than a new departure in terms of strategy. Thinks they are good long term but people will take money out of gold in the short term. | 2009-04-16 | |
| BUY | 18.020 | Bruce Campbell | (Market Call Minute.) Prefers this over Goldcorp. Under $19 is a good buying opportunity. | 2009-04-13 | |
| HOLD | 18.250 | David Cockfield | Good company and well run. Gold is into a volatile period right now. Thinks bullion is reasonably close to its bottom so it is probably too late to sell. If it drops to $17.50, consider selling. | 2009-04-09 | |
| BUY | 22.300 | Gavin Graham | Making a foray into the diamond business. Currently rough diamonds are off 20%-40% but this could be a good investment for them. Pretty good gold-mining company. | 2009-03-23 | |
| DON'T BUY | 23.140 | Ken McCord | Better gold plays elsewhere. Doesn't see a run for gold being long term because he doesn't believe inflation is here to stay. $1000 is possible on this current run. The best time is 9 to 12 months out for stronger gold prices. (See Top Picks.) | 2009-03-19 | |
| Comment | 19.800 | Michael Brown | Leader in the gold industry in terms of progressive practices. Also has one of the better growth profiles in terms of gold companies. Driver behind gold is either a hedge against inflation or against chaos. Currently there is a lot of chaos, which explains the rally in gold. | 2009-03-04 | |
| BUY | 20.280 | Lyle Stein | Likes gold and thinks it will go through $1000. Portfolios should have some and this would be one of the names as it is liquid and a producer. (See Top Picks.) | 2009-02-25 | |
| BUY | 22.910 | Bruce Campbell | Of the senior golds, it is the one that is pure gold with no by-products. Good production growth. Had a great move but you could still see 15% or 20%. After that you are reliant on higher gold prices. | 2009-02-23 | |
| BUY | 22.870 | David Burrows | (Market Call Minute.) Likes this one. | 2009-02-19 | |
| TOP PICK | 23.900 | Peter Hodson | You want to have a large liquid gold name so that when gold ultimately breaks $1000 again, the rest of the world will flock to. One of the best companies out there and going from 1.7 million ounces to 2.6 million ounces this year. Cost of production is about $400 an ounce | 2009-02-12 | |
| HOLD | 22.240 | Veronika Hirsch | (Market Call Minute.) Not crazy about them being in Russia. | 2009-02-05 | |
| DON'T BUY | 22.040 | Ken McCord | Likes gold stocks in general but there is a little political risk on this because of their Russian and Ecuadorian properties. Protectionism could be a problem. | 2009-01-29 | |
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| TOP PICK | 21.480 | Bruce Campbell | The only senior gold that is pure gold. Everyone else has base metals. Lagged at little last week because of a new issue. | 2009-01-26 | |
| TOP PICK | 22.000 | Rick Stuchberry | Have been very aggressive in acquisitions at the right time. Production profile looks very good this year. Costs are lower so margins will be greater. Thinks gold will be $1000 with a weaker US$. | 2009-01-19 | |
| TOP PICK | 20.900 | Robert Floyd | Showed tremendous production growth in 08 and hope to increase production to 1.8-1.9 million ounces of gold equivalent in 09 and moving to 2.4-2.5 million in 2010. Good cash position. | 2009-01-15 | |
| TOP PICK | 20.280 | Bruce Campbell | Expects a weaker US$ and gold will go higher. The only gold stock that is pure gold. Everyone else has other metals included. Good production growth over the next several years. | 2008-12-23 | |
| DON'T BUY | 19.320 | Bill MacLachlan | Gold stocks have under performed the commodity. He feels that gold stocks are very overpriced. Priced to $1000 to $1200 an ounce in gold. If you want exposure, you are better to buy gold itself through an ETF such as SPDR Gold (GLD-N). | 2008-12-11 | |
| BUY | 16.970 | David Burrows | Gold is one of the groups that have turned higher in his systems and this is encouraging. The group has had huge moves so they’re getting hit today. | 2008-12-01 | |
| HOLD | 18.590 | Steve Carlin | (Market Call Minute.) Slightly higher operating costs. Has been executing very well on its growth plans. | 2008-11-27 | |
| BUY | 18.200 | Rick Stuchberry | (Market Call Minute.) Gold prices look higher. This is the only commodity that hasn't broken. | 2008-11-26 | |
| Comment | 17.700 | Don Vialoux | Upward move of 80% in 3 weeks. Did some deals in the last couple of weeks that helped. Reached an important resistance level and is testing this once again and there is a good chance it will break up through. Next resistance level is around $25. | 2008-11-24 | |
| TOP PICK | 15.090 | Peter Hodson | Of all the gold companies, it is the only one that has beaten expectations. Have better grades, lower costs, higher production and $700 million in cash. Leverage to gold is pretty good. | 2008-11-07 | |
| BUY | 12.680 | Gavin Graham | Has been the up and comer because they put several companies into this last year and had a big write-off to bring it down to a reasonable valuation. Competent management. Should be a beneficiary when gold prices go higher. | 2008-11-03 | |
| HOLD | 12.550 | Michael Smedley | Earnings are coming shortly and he expects they will be all right. An opportunity for gain in gold is surely ahead somewhere. Fine operations and a great team of people. Very important mine in the far Siberian reaches. | 2008-10-31 | |
| PAST TOP PICK | 13.600 | Robert Floyd | (A Top Pick Oct 12/07. Down 19%.) Suffered with the volatility in gold prices. Great growth profile. Looking for 1.8-1.9 million ounces this year, expanding to 2.4-2.5 million next year. Just acquired Aurelian Resources, which will be a tremendous play for them. | 2008-10-30 | |
| BUY | 17.090 | Gordon Higgins, CA, MBA | When you see high volatility, people tend to drift to gold. Great growth company. | 2008-09-30 | |
| TOP PICK | 17.100 | Bruce Campbell | Good production growth. Good growth in 09, ’10. Think gold prices will go higher. | 2008-09-29 | |
| TOP PICK | 17.050 | Robert Floyd | (A Top Pick Sept 14/07. Up 27%.) Very interesting strategic acquisition of Aurelian Resources (ARU-T) and thinks Ecuadorian political issues will be resolved. Should end up with a fabulous play. Strong management. | 2008-09-25 | |
| BUY | 15.670 | Charles Oliver, HBSc CFA | This is a great time to look at this stock. Almost down 50% from their high. Just closed the acquisition of Aurelian Resources (ARU-T), which was a very opportunistic one. Also have the Kupol mine coming on in Russia. Trading as cheap as it has in many, many years. | 2008-09-17 | |
| Comment | 17.760 | John Embry | The acquisition of Aurelian Resources (ARU-T) is a brilliant move. Aurelian is easily the best find in the last 10 years. Stock is very depressed because of the Ecuadorian politics. The issue he has with Kinross is a key asset in Russia as Russia makes him uncomfortable. | 2008-08-28 | |
| PAST TOP PICK | 18.040 | Robert Floyd | (A Top Pick Sept 14/07. Up 26%.) Acquiring Aurelian Resources (ARU-T). Still a Buy. | 2008-08-21 | |
| DON'T BUY | 18.040 | David Burrows | A lot of companies put in highs in January, rallied again into March but with lower highs. Technically that is concerning. Making an acquisition of Aurelian Resources (ARU-T), which is either going to be great acquisition or it will be a tough. Could be political risks. Good business and a growth company but would like to see more follow-through on the precious metal rally. This has been one of the poorer performers of the group. | 2008-08-21 | |
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| PAST TOP PICK | 16.430 | Bruce Campbell | (A Top Pick July 30/07. Up 11%.) Production growth through 2009. Suffering with Cost Creep. Of the seniors, it has the best production growth. | 2008-08-18 | |
| BUY | 16.590 | Michael Sprung | (Market Call Minute.) Good company with a good production possibility. | 2008-08-14 | |
| DON'T BUY | 16.240 | Hap (Robert) Sneddon FCSI | Gold producers have done much worse than bullion itself. Broke both its 50-day and 200-day moving averages at the end of June and is still below. Any increase would probably take it up to those levels, which would become resistance. Has the potential to move down to around $11. | 2008-08-12 | |
| PAST TOP PICK | 20.840 | Robert Floyd | (A Top Pick Aug 8/07. Up 62%.) Would add to this one on a pullback. Gold is going to move higher and he likes securities that have steady growth. | 2008-07-23 | |
| HOLD | 22.640 | Greg A. Taylor, CFA, BBA | Good senior old company that has a mine in Russia that is starting up now. Cost pressures will hit them in the near term but should be a good stock to hold over the next 6 months. | 2008-07-22 | |
| DON'T BUY | 22.820 | Veronika Hirsch | Wouldn't buy this one simply because of where it is politically speaking. Operations in Russia. (See Top Picks.) | 2008-07-17 | |
| DON'T BUY | 23.030 | Peter Brieger | Likes gold, but this is getting a little fully priced. (See Top Picks.) | 2008-07-16 | |
| BUY | 24.620 | John Zechner | Midsize and smaller golds are the ones that are looking more interesting at this point. They are cheaper at relative valuations. Would be more inclined to stick with names like this in the near term. | 2008-07-14 | |
| BUY | 23.380 | Bill Carrigan | (Market Call Minute.) Thinks it will run back to its old top. The old high is your spot. | 2008-07-03 | |
| PAST TOP PICK | 20.260 | Robert Floyd | (A Top Pick July 12/07. Up 49%.) Took some of his profits but is currently looking for a re-entry point on some of the gold securities. | 2008-06-24 | |
| DON'T BUY | 20.270 | Ken McCord | Short this stock right now because of their production problems and the political risk of their Russian properties. Gold is recovering nicely now but gold companies in general have not fared as well as bullion for the last couple of years. It is time for a change and the stocks have to catch up. | 2008-05-23 | |
| BUY | 21.040 | Pierre Bernard | Gold prices are too low and holding it acts as an insurance policy in your portfolio. This company should benefit when they go up. | 2008-05-21 | |
| Comment | 20.540 | Brian Acker, CA | His model price is $20.55, a 6.6% upside. Would prefer Barrick (ABX-T) to this one. | 2008-05-08 | |
| BUY | 19.280 | Greg A. Taylor, CFA, BBA | Earnings yesterday were slightly disappointing but they have good diversified projects. You always want to buy gold companies just won a big project is coming on line and they've got that with Kupol in Russia. Seems like the tide is turning in Russia and it is getting better. | 2008-05-07 | |
| BUY | 19.040 | Peter Brieger | (Market Call Minute.) He likes gold and this has been pounded unmercifully. | 2008-05-01 | |
| BUY on WEAKNESS | 18.310 | Robert Floyd | (Market Call Minute.) His outlook for gold is a little shaky here. | 2008-04-29 | |
| BUY | 25.140 | Gordon Higgins, CA, MBA | (Market Call Minute.) Has great growth with production of 1.6 million going up to 2.7. | 2008-04-17 | |
| Comment | 23.340 | Ron Meisels | At this stage of the cycle, golds are definitely in favour. You should be aware that the 200 day moving average is starting to turn. A little more of a correction wouldn't be a surprise. | 2008-04-08 | |
| BUY | 22.900 | David Burrows | Have reduced gold exposure. Believe we’re in a secular gold bull market. Your have to expect sharp corrections in gold. Has a positive price trend. Wouldn’t want to see it trade below $20. Gold is a great asset to hold. A growth stock, good cost management, good diversification of assets. | 2008-03-31 | |
| DON'T BUY | 23.370 | Michael Sprung | Prefer Goldcorp, it’s a lower cost producer, their reserves are a little bit richer. | 2008-03-27 | |
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| BUY | 23.680 | 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 | |
| PAST TOP PICK | 22.370 | Robert Floyd | March 29 2007, Up 41%, Then $15.79 One of the big players that's showing some nice growth over the next few years. Thinks it's getting attractive again. | 2008-03-20 | |
| BUY | 22.300 | David Burrows | We are in a significant bull market which has short sharp corrections. The fundamentals are still there. They have costs which should be going down in future years. | 2008-03-19 | |
| BUY | 22.300 | Peter Brieger | Own and would purchase more for new accounts. Great cash flow and will be expanding their production. | 2008-03-19 | |
| BUY | 26.080 | Bill Belovay | Very credible large gold producer. Has a lot of small operations globally. Good management. | 2008-03-13 | |
| PAST TOP PICK | 24.350 | Robert Floyd | (A Top Pick Mar 29/07. Up 56%.) One of the gold players that is showing substantial growth in its production profile. Still a Buy. | 2008-02-29 | |
| DON'T BUY | 24.140 | Brian Acker, CA | Very expensive. He has a model price of $18.34. A -23% differential. Gold stocks have gone up farther than what their fundamentals warrant. | 2008-02-27 | |
| BUY on WEAKNESS | 23.840 | Michael Smedley | Thinks there is further upside in gold. Brilliant management. Look for a pullback before buying. | 2008-02-21 | |
| Comment | 22.310 | David Burrows | Gold is performing particularly well right now. Technically, the stock is in a tightening wedge pattern and if it breaks to the upside it will probably get a pretty sharp move higher. | 2008-02-15 | |
| BUY | 22.930 | Michael Decter | Not a gold guy but this is one company he likes along with Franco Nevada (FN-T), Barrick (ABX-T) and Goldcorp (G-T). This one is very volatile and if you are careful, you can probably get it near $20. | 2008-02-11 | |
| BUY | 21.290 | Andrew Guy, CFA | Likes gold companies that are growing their production and are generating cash flow. | 2008-02-06 | |
| BUY | 21.290 | Peter Brieger | His target for gold is $1200 and his gold holdings include Gold ETF’s (GLD-N) (his prime play) plus 3 gold plays Agnico Eagle (AEM-T), Kinross (K-T) and Yamana (YRI-T). These are great intermediate stories with great growth potential in front of them. | 2008-02-06 | |
| Comment | 21.370 | David Baskin | Gold producers are all straining to increase their production and they are finding lower grades at higher lifting costs. They have been disappointing the market by having lower margins and difficulty in production. Gold bullion has done better than they companies and if you want to play the gold market, you may want to consider an ETF. | 2008-02-04 | |
| BUY | 21.780 | Brendan Caldwell | This is a gold stock that is doing well in a positive gold market. | 2008-02-01 | |
| BUY | 20.900 | Bruce Campbell | Recently announced a major drilling program with a company in Mexico. Down today because they announced a $400 million convertible debenture and hedge funds tend to go long a debenture and short for stocks. Has a lot of growth over the next 2 to 3 years. 1 million ounces to 1.6 million. | 2008-01-23 | |
| DON'T BUY | 21.440 | Brian Acker, CA | (Market Call Minute.) His model price is $16.58, a -25% differential. | 2008-01-17 | |
| PAST TOP PICK | 22.620 | Robert Floyd | (A Top Pick Feb 1`3/07. Up 56%.) Sold his holdings when it got a little ahead of itself. Still a Hold if you own it. | 2008-01-15 | |
| BUY | 20.470 | Kenneth P. Norquay, CMT | A great stock. From 05 to now it has had a zigzag upward trend. If you're a short-term trader, have your trading rules handy. | 2008-01-04 | |
| BUY on WEAKNESS | 18.300 | Bruce Campbell | (Market Call Minute.) Buy below $18. Wait for a pullback in gold prices. | 2007-12-31 | |
| PAST TOP PICK | 18.100 | Robert Floyd | (A Top Pick Dec 19/06. Up 35%.) Sold his holdings in the hopes that he could buy it back at a cheaper price. | 2007-12-11 | |
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| BUY | 17.750 | Peter Brieger | There is little correlation sometimes between the price of gold and gold shares. Likes gold very much and to act as a counter balance to his StreetTracks Gold ETF (GLD-N) he bought a package of gold stocks including Kinross (K-T), Agnico Eagle (AEM-T) and Yamana Gold (YRI-T). | 2007-11-26 |