Yamana Gold Inc. (YRI.TO)

He is very bullish on gold. In the very short-term there could be a pullback possibly even as much as $1680. In 2013 he is looking for $2000-$2500, possibly more. Likes this one long-term.

Likes the chart. It is much stronger relative to the big names, which are starting to sell off right now. It is breaking above some resistance. It has the potential to go to about $20 before it hits resistance. Volume is descent and chart pattern is favourable. Put a stop at $17.25.

Central banks are going to continue to monetize. Gold producers hardly meet expectations and so on but are one of the only ones without disappointment in the ramping up of their mines. Dividend based on next year`s earnings. You could see increases. 1.4%. It is in the beginning of a move. Looks attractive.

Excellent senior gold producer in the Americas including Brazil, Chile, Argentina and Mexico. Targeting a million ounce production in 2012 with ultimate growth to 1.7 million ounces. They really haven’t disappointed in the past 2 years. Excellent balance sheet. Nice dividend at 1.8% yield with probable room to grow.

Fed would like to be independent of politics but Bernanke needs to stand in front of them and so is not as independent as he would like to be. This is the most difficult economic environment since the great depression. Costs for gold companies are rising faster than the stock prices of the companies. YRI has been one of the better ones. He is looking to take money off the table, though.

In all the weakness that has happened in the price of bullion and gold stocks generally, this company has gone from strength to strength. If we are going to have QE 3 coming in, then you want to own a company that is a winner.

Owns this in a very small amount. He has it as a Neutral with an $18 target. Doesn't see much upside. (See Top Picks.)

Just finished an acquisition in Argentina which looks like a very promising ore body but people are worried about political risks that are starting to surface in some areas of South America. Have a fairly good production profile going forward and $19 would not be out of the question. Trading at 1.7X Price to Book and 17X forward earnings, which looks pretty good within the area.

This is a seasonal point of strength for gold and a good piece to have in your portfolio. Wouldn’t buy it for the long-term as the yields are quite low. Probably not a bad time to buy in but be ready to take some profits when bullion itself tops out. Could be $20 a year out.

Intermediate golds is the place to play if you can find good management teams. You have production growth that can skate you on side if prices go sideways or even down.

This is been great, especially in the last year. Had a lot of mines on the go that they were having trouble getting started, particularly in South America but they are all starting to come in now. Has outperformed the group pretty dramatically. Trading at a bit of a premium now to its NAV so he has trimmed his holdings.

This stock has significantly outperformed the other gold stocks. Chart shows a nice bottom has formed at around the end of July and is showing signs that it wants to go higher. This stock shows very strong seasonality and looks like it wants to do it once again.

On a relative basis, it has done better than its peers. You want to see the 200 day moving average sloping upwards with the 50 rising above the 200. Thinks you're fine with this one.

Senior gold producer with copper byproducts. Company has grown nicely. One of the few gold companies that has not disappointed the markets in recent years.