One of the many special features of TWST is our “Off the Record” comments, where we ask CEOs and analysts to give us their personal stock picks anonymously. Our focus this week is on “Investing in Gold”, and the CEOs and Analysts we spoke to recommend the following gold mining companies:

Agnico-Eagle Mines Ltd. (AEM)

“I think it’s Agnico in the intermediate size area, with a market cap of about $7 billion. It has a very good technical and management team.”"I think it’s Agnico-Eagle unquestionably as they are going to quintuple their production. They are a young team but have been with the company since when Paul Penna was there, so that team is intact.”

Barrick Gold Corp (ABX)

“I think the people at…Barrick have done a very effective job of managing through what has been a difficult time and industry. They have een building new mines and bringing new projects onstream.”

“Surprisingly perhaps, I’ll mention Barrick. When an executive such as Greg ilkins can become ill, the depth of that company, under Peter Munk now, shines through. They have all had much more active involvement now. Their acquisitions have been astute and their moves have been ahead of the curve, so I would rank them high up there.”

For the complete set of Off the Record picks, including other anonymous analyst and CEO recommendations, click here.

For the full Investing In Gold issue, including a complete overview of this space through a panel discussion, and interviews with CEOs of 11 top companies, click here.

This entry was posted on Tuesday, July 1st, 2008 at 4:48 pm and is filed under Natural Resources Stocks. You can follow any responses to this entry through the RSS 2.0 feed.