(A Top Pick Jan 16/19, Up 0%) He has since spent it all on convertible bonds.

Still holding it. It's one of his big producers. This hasn't moved yet, but will, so he's been adding shares. It has good properties. It's not a top-tier stock for him, but second, and worth buying.

Likes it. As they drill out, they grow their reserves; and they have the leverage. This has moved up, so he will likely trim a bit. You can enter it here, despite the huge move up lately. A pure silver producer.

He's not following consumer discretionary, but if the economy weakens, look at this as a hedge. Otherwise, wait.

This has held on steadily for the past six years. But going forward, take some profits, because it won't perform as well as the bigger blue-chip mining stocks. But maybe don't sell if you have a huge holding of this in your portfolio. He prefers Agnico-Eagle because it deals in more gold vs. other minerals.

They lowered their forecast, so it sold off recently. They have production issues, so will this be a one-time problem? This may be a buying opportunity, but study it closer for a deeper issue. Why was their production lower?

Gold price It's creeping up, but should be much higher than now. Look closely at what happens in December as there'll be a lot of rollover on the repos (repurchase agreements).

There's geopolitical risk here like Serbia where he has no idea what will happen next year. He doesn't like this risk.

Likes it. He has trimmed his holding given the recent run-up. Good to hold, but can take a bit of money off the table.

Has a $6.50 target. It's never attracted him for some reason.

Likes it for its leverage. Has a $4 target on it. It has a few issues, but will take off at some point.

He sold it. They operate in Brazil, but let's see where political changes go there; things can get nutty down there once in a while.

Doesn't like it. It will move higher and people will buy it, but over five years Agnico has outperformed and he prefers the latter.

He likes their execution. Has good cash flow and they are buying back shares. Well-managed. No dividend yet. (Analysts’ price target is $10.33)

They just increased their dividend by 40%. Superb execution. New mines are producing, so more cash will flow. Earning massive profits as gold hits new highs. (Analysts’ price target is $87.07)