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
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Valuation
Undervalued
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Similar
Agnico-Eagle, AEM
BUY
The model price is $18.53. A 36% positive differential.
DON'T BUY
The last Russian acquisition they made was a little worrisome. Outside of that, they are one of the unhedged gold companies. A higher cost producer. He is getting a little nervous about the gold market. Prefers others.
DON'T BUY
Solid mid-cap company that will track the gold price. Appropriately priced, maybe slightly undervalued. Other more solid mid-caps are available.
BUY
These stocks won't get moving until the price of gold goes about $700, (which he believes it will). The companies also have "hedge cash" which they can use to increase reserves. The price is cheap.
PAST TOP PICK
(A Top Pick Nov 13/06. Down 3.1%.) Have a fairly strong growth profile. Good price.
BUY
He likes it. It's been doing ok.
BUY
Has been on the acquisition trail. Doesn't know if Bema has been fully digested yet. This is a stock he would like in his portfolio on any sustained weakness in the gold market.
PAST TOP PICK
(A Top Pick May 31/06. Up 25.9%.) At the time, it was showing better growth. Expected a couple of acquisitions.
COMMENT
(Question about buying options.) Because gold is so volatile, you could buy the stocks and write covered calls against them. (See Goldcorp in his Top Pick.)
TOP PICK
(A Top Pick Dec 1/06. Up 10.2%.) Bema acquisition is now tucked in. Looking for some fairly good production growth. Good price.
BUY
Gold is flirting with its highs. The stock is outperforming gold.
PAST TOP PICK
(A Top Pick May 31/06. UP 33.6%.) At that time, it was the cheapest senior. Would still buy in the mid-$15’s..
DON'T BUY
Uncomfortable with Bema’s Russian assets on the acquisition. Sold his holdings. However, this is one of the better unhedged plays. Production growth is not as strong as some of the other intermediates.
TOP PICK
Acquired Bema Gold, which went well. Getting bigger and costs are coming down. Production rates are going up. Very strong cash flow. We'll show substantial growth over the next couple of years.
COMMENT
Chart shows an ascending triangle. Will probably be OK.
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