STOCKCHASE

Hap (Robert) Sneddon FCSI

Thinks it got oversold and has started to pick back up. Acquiring Red Back Mining (RBI-T). If they didn't overpay and they can prove up reserves and you like the price of gold, this is the cheapest senior gold by far.

2010-09-02

DON'T BUY

15.920

Strong downward trend and doesn't seem to have any place to stop. There might be some support in the low $15's. Gold normally has a pretty good seasonal strength but this stock is not participating.

2010-08-18

Comment

16.200

Jim Huang

This is one of the cheapest senior gold companies because of a) Russian exposure and b) viewed as acquisitive and paying up for assets. Merging with Red Back Mining (RBI-T). If gold prices move up to $1500-$1700 it should do well. Shorter term there is some uncertainty as to whether they overpaid.

2010-08-09

DON'T BUY

16.090

Brooke Thackray

Bulking up with Red Back. A different mix. Prefers to look at companies that don’t have all that other stuff. Came down through it’s support. It should be ok. Prefers YRI.

2010-08-05

PAST TOP PICK

16.090

(A Top Pick Aug 10/09. Down 21.63%.) Decided to continue to hold because when their new Red Back (RBI-T) connection, which could possibly give them a lot of growth between now and 2015

2010-08-04

DON'T BUY

16.760

Michael Smedley

Has been expanding well and capitalizing on its sale of Harry Winston. He doesn’t know anything bad about it. A low cost producer.

2010-07-29

DON'T BUY

16.600

Bill Carrigan

Started to break out in late 2009 but something happened at the street didn't like. Has been dropping since then.

2010-07-16

Comment

16.750

Veronika Hirsch

This stock has been out of favour because the market thinks they are going to overpay making an expensive acquisition. Would prefer staying with the mid-caps. (See Top Picks.)

2010-07-15

PARTIAL BUY

16.520

Brian Acker, CA

Although gold commodity is going up, this stock is dropping. There is no correlation between the company's earnings and gold prices. His model price is $16.56 so now is the time to start nibbling.

2010-07-08

DON'T BUY

17.300

Just reduced his gold holdings by selling this stock as it was lagging compared to the rest of them. If gold goes up and makes new highs, which it could do this summer he would prefer others.

2010-07-02

Comment

17.990

Jim Huang

Believes gold has a lot higher to go. It's a matter of timing. Gold stocks have not followed bullion because the costs have been rising. Feels this is getting behind them now.

2010-04-19

DON'T BUY

17.180

Paul Harris, CFA

Prefers Goldcorp (G-T) or Agnico-Eagle (AEM-T) as its cash cost production is too high at around $480 and the growth profile is relatively flat.

2010-03-25

PAST TOP PICK

17.540

(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

(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

(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

(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

(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

(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

(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

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

TOP PICK

21.400

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

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

(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

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

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

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

(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

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

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

(Market Call Minute.) Likes this one.

2009-02-19

TOP PICK

23.900

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

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

TOP PICK

21.480

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

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

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

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

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

(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

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

(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

Good production growth. Good growth in 09, ’10. Think gold prices will go higher.

2008-09-29

TOP PICK

17.050

(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

(A Top Pick Sept 14/07. Up 26%.) Acquiring Aurelian Resources (ARU-T). Still a Buy.

2008-08-21

DON'T BUY

18.040

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

PAST TOP PICK

16.430

(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

Hap (Robert) Sneddon FCSI

(Market Call Minute.) Good company with a good production possibility.

2008-08-14

DON'T BUY

16.240

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

(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

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

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

(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

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

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

(Market Call Minute.) He likes gold and this has been pounded unmercifully.

2008-05-01

BUY on WEAKNESS

18.310

(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

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

Prefer Goldcorp, it’s a lower cost producer, their reserves are a little bit richer.

2008-03-27

BUY

23.680

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

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

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

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

(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