Alamos Gold Inc (AGI.TO)

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.

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

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%.

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.

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.

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

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. 

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.

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

High quality gold company that will continue to hold. Assets located in Mexico + Canada (safe locations). Believes at the beginning of gold bullish trend. Will continue to own. 

Trends going correct direction for investors. Recent M&A activity very good for investors. Recent breakout good for investors. Resistance levels being achieved. 

Gold producers have been horrible underperformers for a long time. With inflation, costs go up. Jurisdictional safety in Canada and Mexico. Diversified, with multi-assets. Production upside. Looks the best technically, in a sector that's starting to lift, even though there will be pullbacks. Doesn't have a huge weighting. Yield is 0.7%.

Likes both, but slightly prefers FVI, since it's so deeply out of favour. He's less conscious of political risk than most investors. Both are well run. Both have successfully brought Tier 2 deposits into production on time and on budget with efficient operations. 

Likes both. Down from peak. Lots of exploration work, massively increased high-grade gold reserves. Finding new gold deposits around the globe has been very difficult. So when they double their reserves at home, in Canada, that's even better. Stick with it.

Strong production growth. Hasn't seen as much takeover activity in the Mexican market where this one is. Likes the cashflow generation. He took profits.