Central Fund of Canada Ltd (A) (CEF.A.TO)

(A Top Pick Nov 26/12. Down 38.5%.) 50% gold and 50% silver. The beauty of this is that it is very conservatively run. There are no options, no papers, so you are getting 100% bullion one way or the other. Great way to play bullion.

(Top Pick October 24/12, Down 30.51%) It took that tumble because of gold. He thinks the stock was manipulated. Thinks the government will continue to print money and is a protection against inflation and against any global shock. Gold is his friend. Gold stocks are as oversold as they have been for years and years. Over the next little while it will go higher. This will be one of the prime beneficiaries.

(Top Pick Sep 24/12, Down 34.81%) The price of gold is all there is to it. He is a long term believer in gold. This is a great way to own gold and silver directly. Gold is very attractive right now. There are no derivatives. It is all billion, unlike GLD-N, where there is also transportation risk in the delivery of gold to third parties.

(A Top Pick August 28/12. Down 23.16%.) This is a reflection in the collapse of the price of gold. He is currently buying for new clients.

This has about 50% gold bullion and 50% silver bullion. Thinks the selling of gold was far too extensive and irrational. There is fundamental value as insurance and basically a store of value. Likes the silver because of its industrial ties.

(A Top Pick May 23/12. Down 16.3%.) Likes it for his client’s exposure to gold and silver bullion.

Thinks there is value in this because they are actually storing physical. If you believe in the whole premise of the precious metals and if you want to store a supply, this is a good one. He has personally shed all his precious metals. He’d rather buy the producers.

(Top Pick Apr 25/12, Down 16.65%) We are in the hands of speculators. He does not know what gold is going to do short term. Almost made it a top pick today, however.

(A Top Pick March 22/12. Down 5.26%.) Has 54% gold and 46% silver. Slight premium to its NAV. He has a minimum target on gold of $2000 in the next 6 months or so. Target of $25.

Thinks gold selling has been way over done. From time to time, as people lose their fear of catastrophic events, the price of gold goes down.

(A Top Pick Jan 25/12. Down 2.31%.) Seem to be taking a long time to do anything and are sticking in a range. This has to do with a sluggish price of gold. Looks like we are going up through $1700 again in gold which will take this stock higher. We are going higher on silver is well. Very bullish on this stock.

50/50 of gold and silver. For every $1 a person has in gold or silver, it should be 50% in stocks and 50% in bullion. The 50% in stocks has been very disappointing. Once people have confidence that gold is not going back to $1250, he expects there will be a great pickup in the price of shares.

Thinks that gold and the central fund in particular, will benefit longer-term. Until we feel that governments are really serious about the deficit situation and getting debts under control, gold will play a prominent part in the monetary system.

80% invested in gold bullion and 20% in silver bullion and doesn’t fool around with futures, which is a great relief. In the long-term, 3 things are happening. 1) people are getting very skeptical about the way governments are botching their currencies 2) getting very skeptical about quality of the paper that the government is issuing and 3) it is a hard asset and thinks you will see it be part of a monetary system sooner than later. One analyst stated that if gold breaks $1800 it could hit $2150 pretty quickly. Another stated that there is a 98% correlation between US$ global liquidity and the price of gold, which would put gold at $1733.

80% gold and 20% silver. Feels that gold is going to play a more prominent part in world financial situations and holders of bullion will benefit.