STOCKCHASE

(Top Pick Jan 7/10, Up 98.87% Total Return) They were acquired. Thinks there will be lots of M&A this year.

2011-01-25

SELL ON STRENGTH

29.110

Michael Sprung

Options with Warrants: He has not looked at them. Thinks Kinross is paying a pretty hefty price.

2010-08-25

PAST TOP PICK

28.600

(A Top Pick Aug 6/09. Up 167.9%.) Merged with Kinross (K-T).

2010-08-09

Comment

28.050

Bruce Campbell

Caller wants to replace because she is not happy with Kinross’s (K-T) recent connection. To get something similar, you are looking for something with growth over the next few years. He likes Allied Nevada Gold (ANV-T) and Iamgold (IMG-T).

2010-08-04

TOP PICK

25.950

Dennis Da Silva

Kinross (K-T) just put in $600 million to get almost 10%. This is smart money. One of their key assets (in West Africa) is about 5 million ounces. He sees this ability at 10 million.

2010-05-18

BUY

26.680

Peter Imhof

Have done a phenomenal job of growing through the drill bit with very high grades. Too big for his portfolio but it should do well.

2010-04-30

BUY on WEAKNESS

23.900

Jim Huang

Focused on gold in West Africa. Have done a good job exploring for new resources and have an existing mine. Recently released some good numbers. Looks a little expensive.

2010-04-19

PAST TOP PICK

20.070

Rick Rule

(A Top Pick March 3/09. Up 171.1%.) Still likes.

2010-03-10

TOP PICK

17.690

Glenn MacNeill, P.Eng.

Has been on a tear recently because it is working in a large gold discovery in West Africa. Good for gold exposure on a company that is growing dramatically. Should be trading in the $20 level. Speculative.

2010-01-19

PAST TOP PICK

17.320

(Top Pick Aug 11/08, Up 173%) Another $2 there. They are into another wave of success.

2010-01-12

TOP PICK

17.680

Great intermediate gold producer with 2 mines. Potential of producing 1 million ounces annually for the next couple of years. Investing about $22 million this year in CapX, which could take their reserves from 5 million ounces to 11 million. In the region of a couple of majors so could be a takeover target.

2010-01-07

Comment

14.840

Bruce Campbell

Gold in Africa, South America, Surinam and a little in Quebec. Had a nice run like all golds. Prefers Iamgold (IMG-T), which is cheaper on a price to net asset value as well as better growth.

2009-12-30

DON'T BUY

14.900

There is a very short list of intermediate producers in the gold industry including El Dorado (ELD-T), Red Back (RBI-T) and Centamin Egypt (CEE-T) and they are very special companies. This has country risk. Stock is probably priced efficiently so you are not getting the benefit.

2009-12-21

PAST TOP PICK

10.910

Rick Rule

(A Top Pick March 3/09. Up 46.29%.) Gold. A superior name among junior producers. Strong balance sheet and very well run. Hold.

2009-09-01

TOP PICK

10.700

Mid-cap gold stock with assets in West Africa. Have nice growing production with 280,000 ounces this year and 400,000 next year. No debt. Feels very strongly that the US$ will continue to move lower and gold looks like it is about to break out again to new highs.

2009-08-06

Comment

10.060

Greg A. Taylor, CFA, BBA

Have some very good growth projects in Africa. In the middle of a bidding war on a very big gold deposit in the Congo. It's a project that is incredibly cheap on a valuation basis because of location.

2009-07-22

TOP PICK

7.410

Rick Rule

(Not allowed to have Top Picks so these are his “Top Canadian Holdings” and he is disclosing conflicts of interest.) Can see where production increases will come from and they have cash to build it up. Low cost producer.

2009-03-03

PAST TOP PICK

7.210

(A Top Pick Jan 17/08. Down 8.1%.) Because of some political risks he sold his holdings last summer. Currently too expensive because of political risks.

2009-02-10

TOP PICK

6.390

Alexander Lane, B Comm, C

Cash costs are excellent. Likes depth extensions below open pit mine. Local political problems created a sell off. Financing expansions out of cash flow. Likes long term potential.

2008-08-11

BUY on WEAKNESS

7.900

Sold some of his holdings at around $8.60 expecting golds to have a bit of a pullback, which is what is happening right now. Would buy in the low $7.00's. They've had great exploration results on their main property in Ghana. Their Tasiest mine in Mauritania is getting up to speed and their underground deposit is going to be producing by 4th quarter.

2008-02-06

TOP PICK

7.920

This is his core junior gold position, not necessarily a way to make tons of money. There are very few, very clean, well run growth intermediate gold stocks.

2008-01-17

TOP PICK

7.740

Alexander Lane, B Comm, C

2008 production, including the Tasiast mine, of about 250,000 ounces per annum . Also have a lot of extensional new pits and exploration potential of depth. Have a new underground high-grade discovery.

2008-01-03

TOP PICK

6.380

A 2-project company. Recently purchased a gold mine in Mauritania. This is the one of the Lundin (LUN-T) companies. Finding a lot of high-grade deposits in Uganda. Thinks they can do about $.50 on a cash flow basis next year.

2007-12-12

PAST TOP PICK

5.090

(Then 3.44) It's still has lots of room to run. He's holding it.

2007-05-31

PAST TOP PICK

5.100

(A Top Pick Nov 20/06. Up 35.3%.) Recently made an acquisition, which it will now have to digest. Could drift sideways for a while. Still likes.

2007-04-13

HOLD

5.000

John Embry

In the Lundin (LUN-T) stable and they are red-hot in mining. Thinks this will become the consolidator in West Africa.

2007-04-03

BUY

3.540

Playing gold using a barbell with Red Back Mining (RBI-T), a very inexpensive asset value company along with Goldcorp (G-T), which has a terrific looking profile.

2006-12-22

TOP PICK

3.770

Inexpensive way of buying ounces of gold. Just updated their reserve analysis and found another good pod. Inexpensive.

2006-11-20

HOLD

3.250

Michael Smedley

There are so many gold stocks, that it is just not the front line top six. Its improving. Just be patient.

2006-08-24

PAST TOP PICK

3.500

(A Top Pick Mar 24/06. Up 20.6%.) Conservative way to play gold in a growth company. Well-managed.

2006-08-01

BUY

3.600

Chirano gold project in Ghana is in production now. Have had 2 new discoveries which have good upside. Takeover candidate.

2006-07-31

TOP PICK

3.440

US$ looks like it has turned around. If gold is coming off, there are positive real interest rates, currency is going up, then he wants to be very cautious about gold. He would still like exposure in the long-term and if gold really came off, this is the company he would be adding to.

2006-06-09

PAST TOP PICK

3.470

(A Top Pick Nov 24/05. Up 57%.) A fantastic company. Having great exploration success. A good price.

2006-05-24

BUY

3.880

Michael Smedley

An interesting gold play. Has just announced some very good discoveries on the west coast of Africa.

2006-04-20

BUY

3.480

John Embry

Has property in Ghana. Very aggressive developers. Could become a consolidator in Ghana.

2006-04-17

BUY

3.000

Paul VanEeden

Very competent people running the company. Good project. Room for expansion. Recently started production. Probably as good as you’re going to get in Africa for a producing company.

2006-03-30

TOP PICK

2.900

Conservative way to play gold. Has a hard asset value of $2.50 with a really experienced management team that wants to turn it into a flagship company.

2006-03-24

TOP PICK

2.180

Likes the management team and the projects. It's a new mine in Ghana. Just went into production last month. One million ounces in reserves and easily 30% upside in reserves. Will probably be a takeover in the future. Slight discount to where the peer group trades. Expects excess profits in oil/gas will start to flow to gold.

2005-11-24

TOP PICK

2.000