John Doody - Gold Mining Stocks Bottom and Undervaluation

Steve Sjuggerud often recommends John Doody's work and points to his call of a June bottom in mining stocks back in July 2013. Also looking to undervaluation indicator.........more .....



Sjuggerud's review
Doody's Gold Stock Analyst - Free (old) samples at the bottom of the page. Doody appears to have a fairly limited "universe" of stocks, US listings, and then delivers returns by identifying his Top 10 focus.
Links to the Front Page of Every Monthly report and index of companies reviewed HERE

GSA’s Gold Bottom Call  On page one of the July 1 issue of GSA-Pro, we said Gold’s bottom had been seen in Asia at $1,186 as it rallied to close at $1,235/oz in New York on June 28, 2013.  We believed the bottom was in due to the herd nature of institutional investors. They piled into Gold as it reached a high in 2011 and after several years of losses, the “pros” gave up. With negative sentiment at a record high (see chart page 3), they dumped Gold and Gold stocks from their quarter-end reports to investors to make their holdings conform to the prevailing anti-Gold sentiment.  We believed the selling cleaned out the weak holders, and the subsequent month proved us right. As seen in the Chart below, the GSA Top 10 are up +30%, almost 50% more than the main Gold Indexes and almost four times better than Gold’s +8% gain for the period. If we are right, we expect the Top 10 to post a performance similar to that seen in the lower chart, where the GSA portfolio gained 1,301% and outpaced the comparative Indexes by five times and Gold by thirteen times.

Doody appears to be smarter than the average newsletter writer, a former economics professor.

This link explains the key data points and analysis they go through to assess their preferred miners.
More explanatory detail HERE

Free Sample company review on Top 10 pick New Gold - HERE


Companies Reviewed over recent months - Does not indicate selections and top 10 focus list.

October 2013 • Since 1994 • Issue #233 • Editor: John C. Doody • Single Issue: $249.00

IN THIS ISSUE:

GSA’s Top 10 Stocks 2

GSA Stock Data 4-6

Gold: Price, Mkt Indics 7

Reviewed Inside:

Rio Alto 11

Romarco 8

Rubicon 9

SEMAFO 11

Timmons 3

Torex 11

Vista Gold 11

Yamana 12

September 2013 • Since 1994 • Issue #232 • Editor: John C. Doody • Single Issue: $249.00

IN THIS ISSUE:

GSA’s Top 10 Stocks 2

GSA Stock Data 4-6

Gold: Price, Stock Indexes,

Market Indicators 7

Mega-Oz Projects

Northern Dynasty 3

Novagold 3

Pretium 13

Seabridge 13

Reviewed Inside:

New Gold 8

Newmont 9&10

Osisko 11

Primero 11

Richmont 12

Randgold 14

San Gold 12

August 2013 • Since 1994 • Issue #231 • Editor: John C. Doody • Single Issue: $249.00

IN THIS ISSUE:

GSA’s Top 10 Stocks 2

GSA Stock Data 4-6

Gold: Price, Stock Indexes,

Market Indicators 7

Reviewed Inside:

Golden Queen 8

Golden Star 8

Gold Resource 9

IAMGold 10

Jaguar 16

Kinross 11&12

Kirkland Lake 13

Lakeshore 13

Luna 14

Lydian 14

Newcrest 15

July 2013 • Since 1994 • Issue #230 • Editor: John C. Doody • Single Issue: $249.00

IN THIS ISSUE:

Top 10 Stocks 2

GSA Stock Data 4-6

Gold: Price & Indexes 7

South African Golds

AngloGold 8

DRDGold 9

Harmony 10

Sibanye 9

Reviewed Inside:

Detour 11

Dundee 12

Eldorado 13

Endeavour Mining 12

Gabriel 3

Goldcorp 14&15

Gold Fields 16

June 2013 • Since 1994 • Issue #229 • Editor: John C. Doody • Single Issue: $249.00

IN THIS ISSUE:

GSA’s Top 10 Stocks 2

GSA Stock Data 4-6

Gold, Price, Mkt Data 7

Reviewed Inside:

Agnico Eagle 8

Alacer Gold (was Anatolia) 10

Alamos Gold 11

Allied Nevada 9

Argonaut 3

AuRico (was Gammon) 15

Atna 11

Barrick 12-13

B2Gold 10

Buenaventura 14

Centerra 14

Claude 15

May 2013 • Since 1994 • Issue #228 • Editor: John C. Doody • Single Issue: $250.00

IN THIS ISSUE:

GSA’s Top 10 Stocks 2

GSA Stock Data 4-6

Gold: Price, Mkt Indics 7

Royalty Earners:

Altius 3

Franco Nevada 8

Royal Gold 9

Sandstorm Gold 10

Silver Wheaton 11

Solitario Expl & Roy 10

Tanzanian Roy Expl 3

Virginia 3

Analysis Inside:

Top 10 Comments 12

Royalty Multiples 12

Small Royalty Earners 13

April 2013 • Since 1994 • Issue #227 • Editor: John C. Doody • Single Issue: $250.00

IN THIS ISSUE:

GSA’s Top 10 Stocks 2

GSA Stock Data 4-6

Gold: Price, Mkt Indics 7

Reviewed Inside:

Randgold 8

Romarco 9

Rubicon 10

San Gold 11

SEMAFO 11

Timmons 3

Torex 12

Vista Gold 12

Yamana 13

March 2013 • Since 1994 • Issue #226 • Editor: John C. Doody • Single Issue: $250.00

IN THIS ISSUE:

GSA’s Top 10 Stocks 2

GSA Stock Data 4-6

Gold: Price, Stock Indexes,

Market Indicators 7

Mega-Oz Projects

Northern Dynasty 3

Novagold 3

Pretium 13

Seabridge 13

Reviewed Inside:

McEwen Mining 12

New Gold 8

Newmont 9&10

Osisko 11

Primero 11

Richmont 12

Also highlighting the stocks with greatest losses back in May. These will either go bankrupt at low gold prices or be highly leveraged to a gold price rebound Stock 9/21/12 5/31/13 % Loss   San Gold $1.13 $0.18 -84%   Atna $1.31 $0.22 -83%   Allied NV $39.52 $7.72 -80%   Alacer $7.38 $2.15 -71%   Claude $0.86 $0.26 -69%   Centerra $11.99 $3.68 -69%   IAMGold $16.33 $5.28 -68%   Jaguar $1.23 $0.40 -67%   Golden Star $2.04 $0.70 -65%   Lakeshore $1.01 $0.37 -64%