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

• Silicon Investor (Have history back to 2005) - Spreadsheet 2014
• Sharetrader - NZ

Other Media

• MSN - Dave Forest - Alacer Gold
• Outsider Club - Gold Canyon, Atac, Fortuna Silver, Silver Standard
• Bullmarket Run - Link for write ups. Canadian Venture Focused traders - Ariane Phosphate, Azincourt Uranium, Barisan Gold, Contact Expl, Fission Uranium, Garibaldi, Goldquest, Macro, Madalena, Magor, North American Nickel, North Arrow, Prosper Gold, Probe Mines, Radius Gold, Reservoir, Ryan Gold, TerraX, True Gold, Wanted Tech. 
• Trustnet - mainstream UK financial advisor site - Gold to Gain in 2014
• Stewart Thomson - 2014 shift to Gold
• Seeking Alpha - Craig Brockie - Junior Gold Mining Stocks Set to Triple in 2014
• Asia Confidential at Forbes - James Gruber - Gold Stocks the Great Contrarian Trade of 2014
• Wyatt Research - Andy Crowder - Junior Miners - Beaten Down Buy?

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.