Brian Madden Alamos Gold Inc AGI-T DON'T BUY May 04, 2022

Cheap option that could be a takeover candidate. Good for speculative investors. Risky option that depends on investor risk profile. 

Being Canadian, it's a safe gold company. They keep expanding their quality reserves, which is difficult to do. This just broke out. Gold has a long way to go.

Will continue to hold. Gold prices presenting very large opportunity. Given current economic cycle - very good for gold companies. Excellent company with strong assets and management team. Believes continued upside. 

Owns it for growth. Will generate a lot of cash. Middle-tier companies are in the sweet spot.

Holding here around the 50-day MA. Generated a weekly sell signal last week. Don't buy here. If you have a nice gain, sell today.

He just sold all his gold producers, as seasonality ended. Seeing some strength in the USD. One of the biggest inputs for Canadians is the USD against the CAD. You always want to look to the commodity producers to see where the commodity is going. For AGI, don't look at the stock, look at the rest of the sector.

This name is further down the food chain. Take a look at the more interesting mid-size players. Still, he's been lightening up on gold. With a strong USD, and interest rates possibly being higher, gold may take a few steps back. So he's waiting to see how things shake out.

Now a $14B market cap, an emerging large-cap company. Likes last year's acquisition of Argonaut. Great organic growth profile of 12% annual compound growth rate in production -- no mid- or large-cap can match that. Negligible geopolitical risk of Canada and Mexico. Yield is 0.4%.

He's bullish on gold. Excellent management. Among the very best reserves, and keeps finding more quality ones.

Likes this name in its space. His guess is that in the next month or so, Trump's going to roll back a lot of stuff and the economy will be better. So areas like gold are going to sell off.

This name continues to work, entire space has been on fire. The kind of chart you want to see. For precious metals, we're approaching negative seasonality (July-October). Will probably see a pullback over next couple of months. If you own, set some risk-control levels. If you want to add, go ahead now but keep some powder dry for later.