STOCKCHASE

Good risk/reward. If there is a breakout from here, there is good potential to move higher immediately. There is also the potential to move down to around the $145.50 level. His game plan was to begin by buying his 1st tranche followed by 3 or 4 more tranches in order to have a big position again.

2012-04-16

Comment

168.970

Gold ETF. Tracks physical gold. Chart shows a nasty A, B, C down which is now over. This is above the 200 day and is rising.

2012-01-27

PAST TOP PICK

148.910

(A Top Pick July 8/10 Up 27.07%.) Gold ETF. Strong upward trend. Thinks there is a lot more room to go.

2011-07-06

PAST TOP PICK

149.500

(A Top Pick June 4/10. Up 25.86%.) Gold ETF. Bullish on gold.

2011-06-02

PAST TOP PICK

147.730

(A Top Pick June 4/10. Up 23.44%.) Gold ETF. Thinks we are still in a long term secular trend with gold. Much more about currencies than it is about inflation.

2011-05-04

BUY

139.200

Thinks that gold works higher. This is a sector that took out its old peak. Took a little whack today because the US$ firmed up and the job data. (?) On this one the up trend is intact. Thinks there’s opportunity in some of the gold stocks.

2011-04-01

PAST TOP PICK

139.260

(Top Pick Mar 27/10, Up 29.25%) There are not too many things that are long-term trends. You have to be careful as a Canadian investor about currency risk. Would still buy.

2011-03-25

TOP PICK

133.140

(Top Pick Mar 22/10, Up 23.43%) Still Likes it. His model is a sentiment model. A darn good trend. Gold often does better in currency tumults. It is in a long-term up-trend. Gold names might be a little bit later.

2011-02-08

PAST TOP PICK

134.370

(A Top Pick June 4/10. Up 12.65%.) Overbought right now but is doing a Partial Buy currently.

2011-01-05

PAST TOP PICK

132.200

(A Top Pick March 22/10. Up 23%.) Tracks gold bullion. Sentiment on gold got so lop-sided that his system sent up flags, so he sold his holdings.

2010-11-19

Comment

131.570

Mike Lyons CA, CFA

Has trouble owning gold, but when every country in the world is trying to devalue its currency, this is a very attractive environment for gold. It is not more attractive than value producing companies. There is no sign that gold will change direction.

2010-11-03

Comment

128.910

Gold ETF. This is a play on bullion, not gold companies.

2010-10-01

BUY

127.950

Trades at a 1 to 10 ratio on the underlying gold bullion so it is an efficient way to get access to bullion.

2010-09-29

TOP PICK

117.210

Gold. This one holds the physical bullion. Chart shows a nice upward trend and it broke through resistance at about $116. Sentiment on gold is starting to cool, which is okay with him as he might add more to this.

2010-07-08

DON'T BUY

121.003

John Hood

Are they really holding as many tonnes as they say they are? He doesn’t know. He tends to play gold through gold shares.

2010-06-08

PAST TOP PICK

119.190

(Top Pick Apr 20/09, Up 38.08%) There are very few things where he sees such a long term up trend. Stick with it.

2010-06-04

TOP PICK

119.190

Fantastic long term up trend. We have good levels of support. Good fundamentals. Canadian dollar is tied to the global growth story.

2010-06-04

DON'T BUY

115.090

John Hood

Gold ETF. He prefers playing gold where it is US$ hedged, which is available through HBP gold ETF. Doesn't see any point in trading gold if he is going to make money on the commodity but lose a good portion of it on the currency.

2010-05-05

TOP PICK

107.750

(A Top Pick Feb 17/09. Up 12.9%.) SPDR Gold ETF. Gold is in a good long-term trend. Can be quite powerful in a deflationary environment and a lot of currency fluctuations.

2010-03-22

PAST TOP PICK

110.240

(Top Pick Dec 01/08, Up 45.5%) Changed for XGD-T because of Canadian dollar. Also he was uncomfortable with it because of futures. Wanted to come back to Canada.

2009-12-14

PAST TOP PICK

112.940

(A Top Pick Feb 5/09. Up 48%.) Bought Jan 90 Calls, which were trading at $22.25. His cost was $15. He would sell these now. If you like gold, this is probably not a bad ETF to have.

2009-11-20

DON'T BUY

102.860

John Hood

This is the obvious choice if you want to hold physical gold but has currency risk. You might want to take a look at HBP Comex Gold ETF (HUG-T), which is hedged against the US$ so you get the full event each of the rise in gold.

2009-10-15

TOP PICK

99.670

SPDR Gold Trust ETF. Every portfolio should have 2% to 5% in gold. Watch for the technical analysts not to ring the bell that this has formed a head and shoulders bottom, where you break the neck line and market technicians will start talking about a move to $1200-$1300. Will rise with weakness in the US$.

2009-09-22

BUY

97.430

John Zechner

Would have 10-15% in gold. GLD-N is the best way to play it.

2009-09-08

PAST TOP PICK

91.930

Veronika Hirsch

(A Top Pick July 17/08. Down 2.17%.) Has been disappointing that gold has not gone through $1000. Seasonally we are in a weak period. Expecting a pretty clear go from the fall and into spring.

2009-07-17

Comment

92.290

The problem is that when the US$ falls gold appreciates and your return in Cdn is zero. If you have a strong view against the US$ you should use the Claymore Gold Bullion Trust (CGL.UN-T). If you don't, you could use this either one.

2009-06-26

DON'T BUY

93.760

Robert Lauzon

Day to day, we are still in the environment where gold is in vogue with a lot of chatter. He is a bit concerned that a lot of people think it will break $1000 and go much higher. The main reason people are talking about gold is because of the US$ and the deficit. He would rather own uranium or oil as a hedge.

2009-05-26

PAST TOP PICK

87.270

(Top Pick Oct 6/08 Up 3.14%) Modest exposure to gold in portfolios is warranted (10-15% of the equity exposure)

2009-04-30

TOP SHORT

86.950

2009-04-20

SELL

85.810

Dennis Gartman

Bearish on Gold, selling short. Hasn’t traded a gold company, long or short, for a long time.

2009-04-16

TOP PICK

88.800

Veronika Hirsch

(A Top Pick July 17/08. Down 3.4%.) Bullion in this environment can do well on many different scenarios. Good hedge against inflation, deflation, further financial disruption, etc. Hopes to be out of the position by the end of this year.

2009-04-02

PAST TOP PICK

90.280

(A Top Pick April 2/08. Up 0.9%.) Gold is a terrific long-term bet. Sold and replaced it with Canadian iUnits Gold (XGD-T). Concerned when main custodian was not responsible when sub custodians delivered gold to him. Raised a huge yellow flag. (See Top Picks.)

2009-03-31

BUY

91.980

People should always own some amount of gold, anywhere between 2% and 5%.

2009-03-25

TOP PICK

95.450

Recently broke out of a pennant formation. Will probably see some sort of resistance develop. If it got above its present top ($97?) he would be inclined to add to it.

2009-02-17

TOP PICK

90.120

Buy Jan 90 Calls if you are real bullish on gold you can get a 3 or 4 times gain on this. On the downside is your loss of the $15 you paid for the option. (He doesn't know where gold is going.)

2009-02-05

PAST TOP PICK

84.520

(A Top Pick Jan 11/08. Down 4.6%.) Just sold this because 1) it is denominated in US$ and he got a 25% currency gain 2) expects gold prices to increase in 2009. Moved into iUnits Gold (XGD-T) on the TSX. (See Top Picks.)

2009-01-20

TOP PICK

84.460

Gold seems to be ahead of the market on a whole. Long-term chart looks very good. If it broke through $78, he would be a little bit worried but would probably be a re-acquirer at the lower level.

2009-01-08

BUY

86.230

Gold: Everyone should own gold bullion.

2009-01-02

TOP PICK

85.430

Gold Bullion (GLD-N) if you have a US$ cash position. Otherwise gold stocks (XGD-T). (Canadians have to pay an enormous premium for bullion.) Thinks gold will become one of the alternate currencies or be part of a basket of world currencies. With all the money being pumped into the system, there has to be some uptick in inflation. Gold won't wait for that to happen.

2008-12-17

TOP PICK

75.650

ETF gold. Denominated in US$ so if you don't want to pay the 20% premium, use the XGD-T (?), the gold index in Toronto. The only difference is that it is gold shares vs. actual bullion.

2008-12-01

PAST TOP PICK

77.210

Jean-Francois Tardif

(A Top Pick Sept 17/09. Up 9%.) Physical demand for gold is there. Thinks it is the paper market that is low. Probably a lot of funds bought commodities including gold, but because they are unwinding everything, they have to sell their gold.

2008-10-17

BUY

77.210

Better than iShares COMEX Gold E.T.F. (IGT-T) as there is more volume. Any weakness in the US$ could be a disadvantage to Canadian investors. Anywhere between 2% and 5% of an investor's portfolio should be in gold as a hedge against instability and uncertainty.

2008-10-17

TOP PICK

89.420

It’s a flight to safety. Good looking chart.

2008-10-08

BUY

84.280

There is a lot of money being printed right now and Gold is a good place to be.

2008-10-06

TOP PICK

84.280

Gold. Not a big weight in portfolios. Prefers gold to gold stocks.

2008-10-06

Comment

89.180

Gold. He is negative on the US$ and if correct, gold should go up.

2008-09-22

Comment

85.980

If you were bullish on gold and wanted to aggressively play gold options, he would Buy an October call option on this.

2008-09-19

TOP PICK

94.220

Veronika Hirsch

Didn't pick this because it was a money-making idea but everything else is horrible and gold is probably the one place you are not going to lose money. Will help balance your portfolio in a very risky environment.

2008-07-17

TOP PICK

94.440

Prefers gold bullion to stocks. Insurance against a financial calamity as well against inflation. Will probably take over as the world's reserve currency once again.

2008-07-16

BUY

91.400

Gold plays a great hedge against inflation and against the US$. Thinks you could see some appreciation in gold prices in the short term.

2008-06-30

TOP PICK

91.400

Gold is a protection against a decline in the US$ as well as a hedge against inflation.

2008-06-30

PAST TOP PICK

86.650

(A Top Pick June 4/07. Up 31%.) Has half his 15% exposure to precious metals in this and iShares Silver (SLV-A). The other half is in gold and silver stocks. Still a Buy.

2008-06-04

DON'T BUY

84.580

Jeff Parent B. Eng. FCSI

Gold is very tricky here. Thinks $850-$900 is going to be a new range for it and you'll see big swings. Looking for it trading in a tight range of $850 plus or minus $30 for a while. Doesn't think it will go up to the $1000 level until the end of the summer.

2008-05-02

Comment

84.580

This is his favourite ETF for gold investing. This one is a physical gold product and holds actual gold in a vault. Low cost at 0.4% MER. A great gold product if you like gold.

2008-05-02

TOP PICK

89.270

Gold bullion ETF. He likes precious metals in either the bullion format or a precious metal stock. His target price for gold is near $1500 in the next 12 to 18 months.

2008-04-02

DON'T BUY

98.340

Bill Belovay

This entitles you to a percentage of gold. Should something happen, you are not guaranteed that you will get your gold. He personally thinks a person should just go and buy gold coins.

2008-03-13

BUY

89.440

A great product. Physical gold. He would appoint people to physical gold rather than the derivative contracts.

2008-02-13

Comment

89.850

Brian Acker, CA

Globally banks have let us down and paper money has fallen dramatically. Gold should go higher. Gold company stocks are overpriced. As the price of gold goes up, gold companies costs are going up also. This is a way to buy bullion. The trouble is, you don't know when the change on gold price will happen and this worries him.

2008-02-07

BUY

88.950

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

TOP PICK

88.580

Gold bullion. This is a more conservative way to play gold. There is a new set of players coming into the gold sector, who are disenchanted with holding paper currency.

2008-01-11

BUY

81.300

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

STRONG BUY

74.500

Generally he likes gold very much. With the Canadian dollar being so high, the worst case is that the Canadian dollar will reach $1.05. This is a US stock, so if the Canadian dollar drops, the value of the stock in relative terms will go up.

2007-10-17

Comment

72.330

He would consider using the Cdn$ at par to extend his holdings to extend his non-Canadian holdings.

2007-09-25

TOP PICK

70.970

Jean-Francois Tardif

STREETTRACKS gold E.T.F. owning gold is the place to go because it’s safe. Gold could move in a big way. There may be demand from China, India or Russia.

2007-09-17

BUY

66.070

Norman Levine

He generally doesn't own ETF’s, but if there were one he did own, it would be this. If you think the price of gold is going up, then you want to own the commodity. With a mining company, you have exploration costs, mining costs, strikes etc.

2007-08-29

DON'T BUY

65.440

ETF on gold bullion. He is not a big believer in gold. If you think gold is going to $1000, this is a great way to play it.

2007-07-11

Comment

64.740

Bill Belovay

An easy way to own gold. With the ever strengthening Cdn$ you would be losing some of the benefits from direct investment. If you really believe the US$ is going to be considerably weaker, this is one you should own.

2007-07-03

PAST TOP PICK

65.600

(A Top Pick May 15/06. Up 14.5%.)

2007-05-16

Comment

66.450

Peter Grandich

Physical ownership of bullion. A good way to trade intraday and if you don't want to own physical gold.

2007-05-11

BUY

67.890

John Zechner

A little more positive on gold longer-term and this would be a good way of playing it. This is a direct play on gold bullion.

2007-04-25

TOP PICK

68.400

John Manley

This is a play on the bullion. As the markets have been breaking out into new highs, gold has been doing so also. Technically it looks like it is going to have an ascending triangle break out. Looking for gold to challenge its previous highs of $720.

2007-04-16

BUY

65.850

John Zechner

This is a direct play on gold and he would combine this with some intermediate gold stocks.

2007-04-02

BUY

63.210

If you are going into golds, this is his preference.

2006-12-29

BUY

62.490

Paul VanEeden

A very convenient way to get exposure to the gold price without physically taking possession of the gold. If you have a cash component to your portfolio gold would be a good place to hold it.

2006-08-16

PAST TOP PICK

62.710

Larry Berman CFA, CMT, CTA

(A Top Pick Aug 9/05. Up 45%.) Easy money is probably gone. Gold has had a long run. Thinks gold will build a large symmetrical triangle which could span 9 months.

2006-08-11

PAST TOP PICK

61.140

(A Top Pick Feb 8/06. Up 11%.) A Pairs Trade, shorting gold Stocks (XGD-T) and going long on Gold (GLD-N) Turned out to be an OK trade.

2006-07-24

TOP PICK

67.410

If you are looking out three years, and you want a full contingent of gold exposure, this is a defensive wait to play it.

2006-05-15

BUY

58.470

As the savings in the far east increases, it will go into gold. This is a safer way of playing gold.

2006-04-03

SELL

54.490

Larry Berman CFA, CMT, CTA

This was one of his past picks. It is now up 8% since his last recommendation. The upward trend is over and it is time to sell.

2006-02-14

TOP PICK

54.830

2006-02-08

DON'T BUY

55.260

James Cole, BA, CFA

Not a gold bull. Gold is at a 25-year high which really means that the return on gold over the last 25 years has been 0. At the same time, you could have bought any number of equity and had a tenfold increase. If you focus on the long-term, ownership of good businesses bought at good prices will trounce the long-term return on any gold.

2006-01-17

TOP PICK

49.740

(A Top Pick Aug 9/05. Up 15%.) Since it is still going up, there's no reason to get out of it. The ETF's are a safer play than the gold stocks.

2005-11-28

TOP PICK

43.340

(A Top Pick Apr 27/05. No change.) US$ has been in a bull market since Dec/04. Getting a bit long in the tooth.

2005-08-09

TOP PICK

43.200