Tuesday, 24 December 2013

Gold & Mining Stock Picks for 2014

Less around this year ! I shall update more on this post as I find.

2014 Gold, Silver and Mining Picks
  • Barrons : Barrick, Consol Energy
  • Raymond James : B2 Gold, Eldorado Gold - Original write Up 
  • CIBC : B2 Gold, Agnico Eagle, Franco Nevada, Teck, First Quantum, Stillwater
  • Barclays : Goldcorp, BHP Billiton
  • RBC Capital Markets (from Sept) - Teck, Cameco, Lundin, First Quantum, Labrador Iron Royalty
  • Merrill Lynch (from Sept) - Barrick, Kinross, Freeport McMoran, Southern Copper, Consol, Vale
  • JP Morgan ; "Golden Opportunities for Huge Gains"  - Buenaventura, Eldorado, Goldcorp, New Gold, Newmont, Silver Wheaton
  • JP Morgan Nat Resource Fund Manager : Rio Tinto, Glencore, Reservoir Minerals, Sirius Resources
  • UBS Australia : Fortescue Metals
  • RFC Ambrian : Review of own research universe
  • Dundee : Top picks from Sept-13 : Alderon Iron, Canada Lithium, Lundin, Nevada Copper, Trevali, UR Energy
  • The Australian - Tim Blue : Beadell, Northern Star, Doray Minerals, Troy, Oz Minerals, Orocobre, BHP, Rio Tinto, Kimberley Diamonds, Fortescue Metals, Guildford Coal
  • USA Today Roundtable - No Miners
  • Macquarie Australia : Beadell, Northern Star, Oceanagold
  • Morgan Stanley Australia : Regis Resources, Medusa
  • GMP Securities Australia - Levi Spry : Doray Minerals, Alacer Gold, Beadell Resources, Hot Chilli, Sirius Resources, Talison Lithium, Orocobre, 
  • Canaccord Genuity (from Oct-13) : Goldcorp, Tahoe, Iamgold, Silver Wheaton, Yamana
  • Canaccord Junior Mining Watchlist : Chaparral, Cordoba, Corvus, Klondex, Pilot, Probe, Eagle Hill, Fission, Alpha Exploration, Forum Uranium
  • Orrell Capital OCM Gold Fund : fund Holdings HERE
  • Tickerscores : + Access to data trial : Rubicon, Timmins, USA Gold & Silver, Royal Gold, B2 Gold, Tahoe, Rio Alto, Excellon, Orca Gold (ex Canaco), Bayfield Ventures
  • Pinnacle Digest : Bullish Zinc, Graphite, Uranium, Gold Discoveries, not near production
Stock Picking Contests
Other Media
2014 Views from the Usual Suspects - 
  • Marc Faber (has called gold's decline for a while )
    • I'd rather buy something that is reasonably priced. And, I thinkgold shares are very inexpensive. So a basket of gold shares I think next year could easily appreciate 30%
  • Eric Sprott (recently demolished in the WS Journal - Boy who cried wolf or ....?)
    • “The gold’s not there, and ultimately . . . somebody will fail to deliver here. . . . What happens to the bond markets and stock markets when you have to admit that it’s been a fraud the whole time?”   Sprott says that the price of gold and silver will both hit new highs in 2014.  Sprott predicts, “The price of gold goes north of $2,000, and silver will quickly go over $50, and when it does, it will get a little crazy.”  Sprott says, “They know a day of reckoning is coming, and they are setting up for it. . . . I am convinced some sovereign banking systems fail in 2014.” 
  • Richard Russell
    • I believe that coming up we are going to see a fourth devaluation of the dollar against gold.  By doing this the US Treasury will overnight have a vastly greater supply of wealth compared with its debt, putting its finances in a much healthier state.


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  3. Interesting information you have included in your post related to the future picks of Gold Mining Stock.