Off the Record: Gold & Precious Metals

December 22, 2008

This week our Off the Record picks come from our special focus on Gold & Precious Metals. We spoke with analysts and CEOs in this space who gave us their anonymous picks in this space:

Goldcorp (GG) – “They’ve got a very good track record of building out projects, drilling them out and growing them geologically. We think they’ve done a very good job in that regard.”
Kinross Gold (KGC)– “As a major we like Kinross Gold. They have a great growth profile in terms of major new projects coming on stream this year and over the next two or three years. And they’re very well capitalized and we just like their growth profile and their cost structure.”
Yamana Gold (AUY)– “I would say it’s Yamana Gold. Their consolidation plan has been absolutely extraordinary and they’re positioned well in the market today.”

For the complete Gold & Precious Metals report, including a complete examination of this space, and where it’s headed in 2009 in addition to more stock picks, click here.

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