Lawrence Roulston has little patience for investors without the nerves to hold onto a good thing during tough times. Gold has been the main embodiment of value for thousands of years, Roulston points out, so why should tomorrow be different?
For over a decade, mining companies have relied on a rising gold price to reward their decisions, regardless of whether they were good decisions. Those days are over, and Chen Lin says that investors must embrace companies that can grow their balance sheets even with gold as low as $1,000/ounce.
The best time to buy gold is when the market hates it, especially when it comes to junior explorers with market caps under $1 billion, asserts Ralph Aldis. In this interview, Aldis shares his main modeling themes and companies that fit the bill.
Has the gold price hit bottom? Charles Oliver believes that the fundamentals are in place for gold to vault from its downturn — possibly topping $2,000/oz in the next year. In this interview, Oliver talks about which small-cap miners he's been adding to his portfolio.
Adrian Day is finding that the glass is definitely half full these days. In this interview, Day is downright exuberant on gold stocks and discusses royalty companies, prospect generators, majors and juniors that can mitigate risk.
Multibillion-dollar capital expenditures for precious metals projects have gone the way of the dinosaur, says Ash Guglani. In this interview, he delivers a report card for eight gold and silver companies, with the highest grades going to those that have kept down costs.
With gold in the $1,300s, Chris Mancini recommends performing triage on the gold equity sector. In this interview, Mancini says that companies with cash and cash flow will survive the crisis, while those with the ability to take advantage of the downturn, like streaming companies, will do the best of all.
Don't ask Louis James if the gold price has reached bottom. He doesn't care. The senior editor with Casey Research is too busy trying to ferret out those gold miners with a bird in the hand, as he calls.