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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Perspective who wrote (215323)1/17/2003 12:23:17 PM
From: patron_anejo_por_favor  Read Replies (1) of 436258
 
My favorite NA miners are GLG, MDG and GG. All unhedged, all producing nicely. GG is less leveraged to the POG than the others because of very low cost of production, but they are trying to re-lever by holding physical gold rather than cash. The best SA's are HMY, GFI and DROOPY. If I had to own ONE and only one miner, it would be HMY because I feel they have the best combination of current profitability, reserves and leverage to the POG.

DISCLOSURE: LONG GLG, HMY, DROOY (as well as BGO, WHT and CEF).
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