| Comment | 85.890 | Veronika Hirsch | In a rising market, you get better performance with stocks. Historically, gold stocks have outperformed bullion by 2X or 3X. (See Top Picks.) | 2008-07-17 | |
| PAST TOP PICK | 86.800 | Don Vialoux | (A Top Pick Aug 27/07. Up 39.5%.) Start of the seasonal period for gold and could be sold in October. | 2008-01-16 | |
| BUY | 76.710 | Bruce Campbell | You must like gold and believe it will go higher in price. He believes it this stock will go higher. | 2007-10-24 | |
| BUY | 75.960 | Bill Carrigan | Ishares are better then straight Barrick, since Berrick owns about 20% of Ishares, and this will give a bit more diversification.
Also consider buying the pure gold "ETF".
What usually happens during the last stage of an advance is that the buyers get more picky about the stocks that they pick so few stocks will make the same advances, whereas in the first stages of the advance (2001), all the gold stocks moved forward. | 2007-10-17 | |
| BUY | 75.250 | John O'Connell, CFA | If you want to have exposure to the gold market, which is probably not a bad idea, this is a nice diversified way to have some exposure. He cautions that gold has moved a long way in a short period of time and is susceptible to a pullback. | 2007-10-04 | |
| HOLD | 75.150 | Ron Meisels | The majority of golds are going through a correction. There was a very good rally from 2005 into 2006, broke the 200-day moving average and is now meandering. Needs a little bit more time to make some more congestion area. Expect they will start to break out eventually. | 2007-09-27 | |
| TOP PICK | 64.850 | Don Vialoux | Seasonal strength for gold is Aug into Sept. Gold fabricators are buying for Christmas and wedding season. Gold has tried to bottom so there is good reason to believe gold will start to recover. | 2007-08-27 | |
| Comment | 65.980 | Richard Croft | Never been a gold fan. Doesn't think gold is a great long-term investment. However, if you own this product, the options on it are quite attractive. If you own, he would write call options against it. | 2007-08-24 | |
| BUY | 75.150 | Alex Ruus | A good way to play gold for the average person who doesn't have the knowledge of the industry. He prefers individual stocks. | 2007-05-07 | |
| TOP PICK | 75.000 | Don Vialoux | The gold stocks are showing some pretty good technicals. It looks like a good time to get into the gold stocks now. | 2007-05-05 | |
| PAST TOP PICK | 75.000 | Don Vialoux | Period of seasonal strength for gold is from July to the end of September. The reason for that is gold fabricators each year buy gold to prepare for Christmas. Hang in there, the time to buy gold and gold stocks is very shortly. | 2007-05-05 | |
| DON'T BUY | 74.530 | Richard Croft | A basket of gold-mining companies and can be volatile. For playing gold, you are better off with a manager who can actively trade gold companies. | 2007-04-26 | |
| TOP PICK | 75.870 | Don Vialoux | (A Top Pick Oct 17/06. Up 7.2%.) Just getting into the period where you would normally see golds do very well. Very attractive level. Good seasonal play from July to September each year. | 2007-04-25 | |
| TOP PICK | 83.000 | Larry Berman CFA, CMT, CTA | Very bullish on gold and is looking for it to reach $730. | 2007-02-21 | |
| PAST TOP PICK | 83.410 | Bill Carrigan | (A Top Pick Nov 8/05. Up 27%.) Gold shows a large metrical triangle, which is trying to break out and go higher. Still likes. | 2006-12-06 | |
| BUY | 84.710 | Norman Levine | If he was starting from scratch and didn’t own any gold, he wouldn’t own a stock, but would own the E.T.F. This is a purer play on gold itself. | 2006-12-05 | |
| PAST TOP PICK | 77.880 | Rob Callander | (A Top Pick Nov 10/05. Up 43%.) Feels there is lots of upside in the golds. | 2006-11-23 | |
| BUY | 77.880 | Rob Callander | Longer-term, There will be a stronger price for gold, but will continue to be volatile. Over the next few years, it will be a good area to invest in. Although juniors will give a great return, he prefers large caps which are safer. | 2006-11-23 | |
| BUY | 75.900 | John Zechner | This would be a good call on gold as he has more confidence in the direction of bullion prices than in gold stocks. | 2006-11-08 | |
| PAST TOP SHORT | 76.100 | Larry Berman CFA, CMT, CTA | (A Top Short Feb 8/06. Up 13.9%.) Thinks he covered his Short in March and set another Short in May but went long in June. He doesn’t Buy and Hold. | 2006-11-02 | |
| PAST TOP PICK | 70.260 | Rob Callander | (A Top Pick April 19/06. Down 15.5%.) With Placer being taken over by Barrick (ABX-T) there wasn’t much choice and mid-caps are hard to follow, so this gives you a diversified portfolio. Still likes gold. | 2006-10-23 | |
| TOP PICK | 70.800 | Don Vialoux | Chart indicates it is trying to bottom. Starting to get some MACD “buy” signals. Seasonality for gold is generally from July to September, but there is some minor seasonal strength from the end of November to the end of February. | 2006-10-17 | |
| PAST TOP PICK | 69.940 | Bill Carrigan | Had it's spike. Gold will be in it's trading range. Thinks there's too much interest in it. People need to forget about it. | 2006-10-02 | |
| PAST TOP PICK | 68.810 | Bill Carrigan | (A Top Pick June 6/05. Up 39%.) Would continue to hold, but wouldn't own a lot. | 2006-09-15 | |
| DON'T BUY | 77.780 | Ross Healey | Q: As we are on the verge of a recession, with a weakening US$, what about gold or silver ETF’s? A: Exactly the same conditions occurred in 1974 and gold stocks got slaughtered. | 2006-08-03 | |
| BUY | 75.510 | Michael Sprung | If you want to speculate in gold, this will give you a more direct play. | 2006-07-28 | |
| PAST TOP SHORT | 71.340 | Larry Berman CFA, CMT, CTA | (A Top Pick Feb 8/06. Up 5.5%.) A “Pairs Trade”, shorting gold Stocks (XGD-T) and going long on Gold (GLD-N). Turned out to be an OK trade. Gold now looks good again and he is looking to buy this once more. | 2006-07-24 | |
| TOP PICK | 71.340 | Larry Berman CFA, CMT, CTA | | 2006-07-24 | |
| BUY | 73.790 | Paul VanEeden | Feels that exchange traded funds for any of the commodities are buying investments. Very convenient and liquid. If all you're trying to do is preservation of capital, then this is fine. | 2006-07-19 | |
| BUY | 71.660 | Peter Brieger | Prefers playing gold with iShares to reduce the speculation/risk of the gold stock price. | 2006-07-18 | |
| BUY | 64.620 | Peter Brieger | Likes gold and silver longer term. Prefers to buy the ishares in order to play the bullion directly. | 2006-06-12 | |
| TOP PICK | 82.890 | Rob Callander | Represents the gold portion of the Standard & Poor TSX Composite Index. This takes advantage of some of the more junior/medium size companies, which tend to do better in a bull market then the seniors. | 2006-04-19 | |
| TOP SHORT | 67.240 | Larry Berman CFA, CMT, CTA | This is a Pairs Trade, shorting gold stocks (XGD-T) and going long on Gold (GLD-N) | 2006-02-08 | |
| BUY | 58.900 | Richard Croft | This is a basket of gold stocks. The way he would play gold is to own a gold stock but not to hang on to it as a crisis insurance. Write calls against at least 70% of that portfolio, drive in very good cash flow against what you are getting, and you'll be quite happy with that position. Options are a high risk venture, no matter how you slice it. | 2005-11-22 | |
| BUY | 52.790 | Bob Stodgell | The US$ has declined and as gold is always priced in US$, this fell also. Worried about potential inflation and further weakness in the US$. A good way to play gold. | 2005-10-13 | |
| PAST TOP PICK | 54.450 | Don Vialoux | (A Top Pick February 10/05. Up 8%.) A classic example of how seasonality works. It works most of the time, but not all the time. | 2005-10-03 | |
| PAST TOP PICK | 55.000 | Larry Berman CFA, CMT, CTA | (A Top Pick May 11/05. Up 22%.) Likes gold and thinks it's going higher, but it's pretty fully priced. Any pull back to the trend line would be a buying opportunity. | 2005-09-28 | |
| BUY | 55.430 | Paul Harris, CFA | A good way to get exposure to gold without having to buy the bullion. | 2005-09-19 | |
| TOP PICK | 46.790 | Bill Carrigan | Euro recently broke support, while gold held. Feels that gold has now taken the position where the Euro used to be. Feels that the bear in gold is over. | 2005-06-06 | |
| TOP PICK | 44.550 | Larry Berman CFA, CMT, CTA | A defensive play. At its 52 week low. Feels the group is undervalued relative to where gold is and where it will be a year from now. | 2005-05-11 | |
| TOP PICK | 45.000 | Richard Croft | A defensive play. Gold is a reasonable hedge if you don't see very much going on in the equity markets. | 2005-05-02 | |
| TOP PICK | 50.610 | Don Vialoux | Seasonality for gold is end of January to end of May, but it's starting later this year. The last couple of days it's starting to click in. Gold stocks in Canada are actually outperforming the gold price which is an indicator that people are expecting gold prices to go higher. Companies usually price in the ground at $325, but expect to raise this to $350/375. | 2005-02-10 | |
| BUY on WEAKNESS | 53.050 | Don Vialoux | Has a nice upward trend with pretty good support at about $47. From an investment point of view, it makes sense to hold right through until late next year. Expecting US$ to temporarily strengthen causing gold to drop to around $430 and then go over $500. Any weakness will be a buying opportunity. | 2004-12-06 | |
| TOP PICK | 54.520 | Bob Stodgell | Gives a wide choice of gold companies with Placer and Barrick being the larger percentage. Also, hedging is only about 12% using this and that is not too bad. Probably won't be a long term hold. | 2004-11-11 | |
Experts that have talked about iUnits Gold S&P/TSX E.T.F.