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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers

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From: silvertoad3/28/2007 8:34:32 AM
   of 78419
 
au.us.biz.yahoo.com

Central Fund of Canada: A Better Alternative to Gold Stocks

"...At this point, I don’t know what the cause is for gold stocks underperformance and I really don’t care. What’s the point of owning the stocks – if they can’t outperform bullion? Anyway, we are in the midst of a gold bull market – not necessarily a gold stock bull market. So, why not do like the institutions and dump the Gold stocks for GLD?"

weak analysis imo. the author doesn't seem to grasp that gold stocks typically have periods of over- and under-performance relative to gold -- and that the time to buy them is after a period of relative weakness. see chart:

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