The global rally for gold underway since late June will soon translate to juniors, says Brien Lundin. With so many undervalued companies in safe North American jurisdictions, he sees no reason to add sovereign risk to a portfolio.
Killian Charles, an analyst with Industrial Alliance in Montreal, isn't too concerned if the gold price hits $1,300 an ounce or even $1,000. He's more concerned with the gold breaking point. How low can the gold price go without breaking a project?
Even in a depressed gold market, knowing your catalysts in mining stocks is indispensable and is still the fundamental yardstick for buy-sell decisions. Jocelyn August understands the impact that events can have on your portfolio.
Eric Winmill, mining equities research analyst with Casimir Capital, sees great potential for small-cap metals producers and developers in the Americas — home to good infrastructure, skilled workers and great geology.