Augusta Gold (G.TO)

One of the best 2 senior gold producers. If there is a recession, he could see gold really take off. There will be a lack of trust in governments and central banks in general. He finds it is too frustrating that the underlying price of gold goes up but the gold stocks being universally hated.

His model price is $55.87, a 23% upside. Likes the golds.

Canada's fastest growing gold company. Gold prices are at monthly highs these days. They generate oodles and oodles of cash. A dividend increase would help. He expects a rise in the dividend in the forth quarter. 1.18% dividend. It should be 2-2.5%, based on other gold companies.

Tends to move higher from around the middle of July right through until the end of September. This, along with other gold stocks, tends to move lower in the month of October. You might want to take some seasonal profits around here.

For a value investor, gold is somewhat hard to justify but it does reflect somewhat of a hedge against currency changes. This company has a promising production profile and is a low cost producer.

Good name. Rising costs in the gold sector will be factors for years. Juniors have more leverage and so you want to go into them when the time is right. Prefers Juniors, via an ETF

He is very bullish on gold. This company is one of the preeminent producers globally. Have 5 mines in operation right now and over the next 4-5 years they are going to bring on 10 more. Low cost producer. They have room to increase their dividend. His target is $54. 1.2% dividend yield. (See Top Picks.)

September to January is usually the strong period for gold. Gold prices rise because the US$ is falling, you are going to get a kick upwards to probably $1800 an ounce, which should drag along the seniors. This company has been raising its dividends, which will probably get bumped again in January. If you own, he would use $52 as a Sell point.

This is a seasonal area where gold tends to do well. With the Fed announcement today and the ECB last week, gold has a chance to continue to move its way up. This one has broken above the 200 day moving average, which typically tends to be positive. If you believe that stimulus will affect inflation down the road and that interest rates will remain low for a period of time, then gold is probably a good place to be.

You have more leverage in the juniors but they got crushed when gold prices went down so you have to decide what volatility you can handle. If you have years to go then you hold it and don't worry. But in the last 3 years you made no money and had to be a trader.

This is the one blue-chip gold company that he does like. Institutional investors like this one and they will be coming in. All you will get on this one is just the rise in the price of gold and the leverage to their production.

Has broken the downtrend. Some names are screaming a littlie better, AEM, ABX, XGD. He owns bullion in US and CAD $.

Looks very interesting. There is a breakdown below the $44 level down to $33 and it is recovering now. If it can get up to the $43-$44 level and sustain itself, you’ll make about $3-$4. These are great trading stocks. You try to make a couple of dollars on each of their little moves. Create a new trading range at these lower levels. You can buy it today and if it breaks through about $43 it is probably good for another couple of dollars and then hang onto it. If it hits $36, you have to exit.

(Top Pick Aug 03/11, Down 14.16%) number one on the list for him. Still a 5% position. Best growing gold company. Bringing 5 mines into production over the next 5 years. Exciting growth opportunity and dividend could go up. More and more gold companies are returning more money to shareholders. Still hasn’t gone up this year. When you look at spider trust, it is surprising how much gold is held within it. There has not been a lot of selling out of this particular fund. The move in gold is more important then the relative move in the different ETFs. He uses GOLD equities such as Gold Corp. He wants dividends, which you don’t get from bullion.

Likes their longer-term production profile and have very little in the way of political risks. What has pulled them down are some of the problems at Red Lake and Penniscito (?) but feel they will work to address these problems. Could see them producing well in excess of 3 million ounces in the next couple of years.