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Stockchase Opinions

The Panic-Proof Portfolio (Stockchase Research)Royal Canadian MintMNT.TOTOP PICKApr 30, 2026

Stockchase Research Editor: Michael O'Reilly

Gold is a real asset that has retained its value best since the time of the Romans.  Inflation is increasingly likely to rage again the longer the conflict in the Persian Gulf persists.  A weakening US dollar could accelerate the move.  The recent pullback in bullion prices makes this a good time to re-enter or add to gold holdings.  MNT holds 250,000 oz within the Royal Canadian Mint and charges a low holding cost (MER of 0.35%).  We recommend setting a stop-loss at $48, looking to achieve $78 -- upside potential over 18%.  Yield 0%

$65.68

Stock price when the opinion was issued

$58.71

As of Jun 11, 2026. Market Open.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 29/26, Down 12.2%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with MNT has triggered its stop at $64.  To remain disciplined, we recommend covering the position at this time.  When combined with previous guidance, this will result in a net investment gain of 5%.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate MNT as a TOP PICK.  It is the only fund that holds gold reserves backed by the Canadian Mint.  Geopolitical uncertainty and continued concern over US dollar confidence suggests adding to this position.  We recommend maintaining the stop at $64, looking to achieve $92 -- upside potential over 18%.  Yield 0%

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 11/25, Up 38.6%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with MNT has achieved its target at $76.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $58) to $64.  

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1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

Geopolitical uncertainty keeps gold in favour.  The trust holds unencumbered physical gold at the Royal Canadian mint.  We recommend trailing up the stop (from $53) to $58, looking to achieve $76 -- upside potential over 17%.  Yield 0%

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

With the recent pullback in gold prices, this is a good level to again reiterate MNT as a TOP PICK.  Global uncertainty continues and physical gold is a good safe harbour.  We continue to recommend a tight stop at $53, looking to achieve $69 -- upside potential of 18%.  Yield 0%

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 21/25, Up 18.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with MNT is progressing well.  To remain disciplined, we recommend trailing up the stop (from $48) to $53 at this time.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

With continued geopolitical uncertainty, along with US Administration trade issues, we reiterate MNT as a TOP PICK.  This trust holds unencumbered physical gold bullion at the Royal Canadian Mint and trades in Canadian dollars, while avoiding operational risk associated to owning a gold producer.  We recommend trailing up the stop (from $42) to $48, looking to achieve $60 -- upside potential over 17%.  Yield 0%

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

As geopolitical uncertainty persists, along with US Administration trade issues, we select MNT as a TOP PICK.  This trust holds physical gold bullion at the Royal Canadian Mint, that is unencumbered, trades in Canadian dollars and avoids operational risk associated to owning a gold producer.  We recommend setting a stop at $42, looking to achieve $57 -- upside potential of 17%.  Yield 0%

COMMENT

Gold producers? He prefers to own the Royal Canadian Mint (MNT) and Sprot (PHY.US) and Franco-Nevada (FNV). He likes the physical element. He would also consider the Junior Miners ETF (GDXJ). At some point, there will be a role for gold to help the economy recover.

BUY

Stock vs. Stock. MNT-T vs. GLD-N. He is not sure if MNT is hedged in Canadian dollars. Either one is fine. MNT run by the Royal Canadian mint and GLD is backed by real gold.

PAST TOP PICK

(A Top Pick March 18/14. Down 12.95%.) Had thought that 2 years would be adequate for the gold, but it had extended beyond that and it surprised him.

DON'T BUY

If this is a closed end fund, he wouldn't like it because you will be trading below NAV. Technically, the group is moving upward and this one is moving down.

TOP PICK
Canadian dollar play so no currency risk. Gold is held at the mint. It is hard for smaller investors to buy bullion. This is like buying it. For people who want to participate in the gold market and not the production companies. If price of gold goes down, then this one goes down. It trades at a very small premium from the issue price.
COMMENT
Exchange traded receipts? This allows you to buy physical gold that is held at the mint. Management fee to own it is way less than buying an ETF. If you want to own gold, this is an excellent product.