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Kinross GoldKGCDON'T BUYOct 07, 2020Stock price when the opinion was issued
As of Jun 17, 2026. Market Open.
If you are going to own gold, now is the time. This is a name that has had a lot of problems in the past, and still trades at a bit of a discount to its larger cap peers, but feels that a re-rating is due. It is going to produce about 2.7 million ounces a year, so it is a decent size producer. Costs seem to be under control.
A dividend-paying gold stock? Likes it, but he prefers Barrick Gold, Newmont or FNV (a gold conglomerate).