TSE:K

Kinross Gold (K.TO)

32.99
-2.21 (6.28%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
174 watching
0
Investor Insights
star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Kinross Gold (K-T) has seen a significant uptick in its stock performance, with a 139% increase year-to-date, supported by strong Q2 2025 earnings that exceeded expectations. There’s a cautious optimism among analysts regarding the geopolitical environment which is believed to be conducive for the resource sector. Despite facing high geopolitical risks, particularly from their past Russian ventures, the company has shifted focus to North and South America, which constitutes about 80% of its operations. The firm has demonstrated consistent operational performance and debt reduction, achieving a free cash flow yield of over 10%. Analysts view Kinross's established assets, particularly in Canada, alongside its competitive positioning in the gold market, as promising for future growth, although some express concerns regarding potential geopolitical risks limiting upside, and the stock's recent substantial movement may indicate it's a suitable time to realize profits.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Undervalued
review icon
Similar
Agnico-Eagle, AEM
PAST TOP PICK
(A Top Pick Nov 7/08. Up 38%.) Still owns a little but has shifted down to more reliable gold companies. Earnings report was not very good. Likes it for the leverage to gold.
SELL
(Market Call Minute.) Had some problems with their mine in Russia, which is their 2nd most important mine. Earnings were pretty rough.
BUY
Major component of TSX and most ETF’s.
PAST TOP PICK
(A Top Pick Jan 19/09. Up 10.3%.)
BUY
Bullish on the whole gold area mainly because of the situation with the US$. Good operating gold company. Increased their dividend recently. Near its all-time high. (See Top Picks.)
COMMENT
His favourite in golds is Barrick (ABX-T) especially since they eliminated their hedges.
PAST TOP PICK
(Top Pick Sept 9/08, Up 42%) Largest senior gold producer that is not hedged. Good production growth over next 2-3 years. Would still hold it.
COMMENT
Gold. Impressive production growth over the last number of years from 1.6 million ounces to about 2.4 million ounces. Have good projects that will be coming on stream after 2013 but until that time it has limited scope for production growth. Great stock longer-term but not for short-term production growth. (See Top Picks.)
BUY
Gold. He is excruciatingly bullish on gold. Gold just had a major technical breakout.
BUY
There is room for gold in portfolios of about 3% to 5%. This is one of the majors and well positioned. Production profile over the next few years is positive.
COMMENT
Some decent Fair Market Value potential. Gold group appears to be waiting for a big move in bullion to $2000 an ounce that the gold bulls are talking about. He doesn't believe in this but rather it will be the industrial application that affects the price of gold. (See Top Picks.)
BUY
Kinross (K-T), GoldCorp (G-T) and Barrick (ABX-T) are excellent core holdings in the gold space. You might also like to take a look at some smaller names as well.
TOP PICK
Likes gold for the coming seasonal play. Very good production growth profile in the next 2 or 3 years in Russia, Chile, etc. The only pure gold in the seniors’ stocks.
BUY
Have some good growth projects. They will benefit from the expected increase in gold prices. Has a big growth project in Russia, which is a fantastic asset and is doing quite well. Also have assets in Ecuador, which has been tied up in regulations on mining and trying to get permits. Permits should be in place in the next few weeks.
PAST TOP PICK
(A Top Pick Jan 19/09. Down 6.38%.) Once this current move is over, gold will go back up. Everything they do is basically solid. Adding a lot of new mines and production. He uses gold as insurance in portfolios.
Showing 286 to 300 of 638 entries