Bes Stocks To Buy 2014, Best Stocks For 2014: Top Gold Stocks November 2012

Tuesday, April 10, 2012

Top Gold Stocks November 2012

Many thanks to all of you who sent me an email with questions about your stocks. While there was no single company that seemed to be on everyone’s mind, there was a clear trend: Gold.

This week, I’ll cover three different precious metals companies to help show you the challenges and opportunities of the industry. But more importantly, I’m going to give you a clear buy signal for what I think is the very best stock to play the gold surge:

Top Gold Stocks November 2012:Randgold Resources Limited (GOLD)

Randgold Resources Limited, together with its subsidiaries, engages in the exploration and mining of gold mines in west and central Africa. It holds 80% controlling interest in the Loulo mine located in western Mali; Morila mine in Mali; 89% controlling interest in the Tongon mine located in the neighboring country of C�te d?Ivoire; 83.25% controlling interest in the Massawa project in Senegal; and 45% interest in the Kibali project, which is located in the Democratic Republic of Congo, as well as a gold deposit at Gounkoto in Mali. The company was founded in 1995 and is based in St. Helier, the Channel Islands.

Advisors' Opinion:

By Vatalyst At 2011-10-15
Randgold Resources is a gold mining and exploration company focused in Africa with listings on the London Stock Exchange and Nasdaq. Randgold has produced approximately 5.8 million ounces of gold and distributed more than $1.6 billion to stakeholders through its mining operations. This stock posted a 5% return last year but quarterly earnings declined 16.5% year on year. With market capitalization of $6.9 billion, GOLD has a trailing P/E ratio of 67.5x and is expected to earn $0.50 per share in 2012.

While we can’t completely discount the significant country and political threats despite the prevailing stability in the region, Randgold has potential for some of the most promising gold discoveries due to their concentrations in Western and Central Africa. Analysts expect earnings to grow at an average annual rate of 53.5%, even as actual stock performance continues to outperform previous estimates. With a strategy of targeting profitable gold deposits that have mineable gold reserves of three million ounces or more, Randgold already has sizable annual sales and 40.2% EPS growth over the last 10 years and strong internal financial management ratios with little reliance on debt financing.

Top Gold Stocks November 2012:Goldman Sachs Group Inc. (The) (GS)

The Goldman Sachs Group, Inc., together with its subsidiaries, provides investment banking, securities, and investment management services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Its Investment Banking segment offers financial advisory, including advisory assignments with respect to mergers and acquisitions, divestitures, corporate defense, risk management, restructurings, and spin-offs; and underwriting securities, loans and other financial instruments, and derivative transactions. The company?s Institutional Client Services segment provides client execution activities, such as fixed income, currency, and commodities client execution related to making markets in interest rate products, credit products, mortgages, currencies, and commodities; and equities related to making markets in equity products, as well as commissions and fees from executing and clearing institutional client transactions on stock, options, and futures exchanges. This segment also engages in the securities services business providing financing, securities lending, and other prime brokerage services to institutional clients, including hedge funds, mutual funds, pension funds, and foundations. Its Investing and Lending segment invests in debt securities, loans, public and private equity securities, real estate, consolidated investment entities, and power generation facilities. This segment also involves in the origination of loans to provide financing to clients. The company?s Investment Management segment provides investment management services and investment products to institutional and individual clients. This segment also offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services to high-net-worth individuals and families. In addition, it provides global investment research services. The company was founded in 1869 and is headquartered in New York, New York.

Advisors' Opinion:

By Louis Navellier At 2011-11-17

Goldman Sachs (NYSE:GS) is known as a bank holding and financial holding company that provides numerous financial services to its clients. GS might be known internationally, but a year-to-date drop of 42% has dragged this bank stock’s name through the mud.

By John Reese At 2011-10-20

Shares in Goldman Sachs are well off their lows of the session, having earlier dropped as much as 6.45% to a 31-month low of $84.27. The stock remains firmly in the red, however, down 2.1% at $88.18 as of 11:30 am in New York. Not surprisingly, options on financial stocks and the XLF are some of the most active today on fears that Europe, and potentially the U.S., may see a double-dip recession. Shares in Goldman Sachs Group have been hammered lower in the past few months, but put activity in the November contract suggests the worst is yet to come for shareholders. It looks like one investor initiated a bearish put spread, buying roughly 2,700 puts at the Nov. $80 strike for an average premium of $7.08 each, and selling around the same number of puts at the lower Nov.$60 strike at an average premium of $2.67 apiece. Net premium paid to initiate the spread amounts to $4.41 per contract, thus positioning the investor to profit should Goldman's shares drop 14.3% from the current price of $88.18 to breach the effective breakeven point on the downside at $75.59 at expiration. Maximum potential profits of $15.59 per contract are available on the bearish position in the event that GS shares plummet 32.0% to trade below $60.00 come expiration in November. Continued turmoil overseas could see the selloff in Goldman's shares worsen in months ahead, which may work to the put-spreader's advantage. Meanwhile, the company is scheduled to report third-quarter earnings ahead of the opening bell on October 18.

By Jeff Cox At 2011-9-10

Goldman Sachs(GS) has helped lead the charge in GDP downgrades, with a forecast of 1 to 1.5 percent growth.

But Goldman chief economist Jan Hatzius said in a CNBC appearance on Thursday that he also believes things have improved and the firm is likely to change its outlook.

"We've been working with a 1 percent number for the third quarter, but it now actually looks like it might come in a little stronger than that," he said.

By Curtis Hesler At 2011-8-28

Goldman Sachs' stock has suffered recently from three consecutive quarters of negative earnings growth. The company, however, is the biggest and the best in the investment banking and trading business and has one of the top prime brokerage and managed account businesses in the world. GS is a 5% position for Fairholme, so the shares are likely substantially undervalued on earnings and cash flows. The stock trades for a small premium to a growing book value and their core businesses are not drying up any time soon.

By Admin At 2011-8-26

Current Price: $168.80 12-month target: $250

Pickup in M&A and IPO activity will launch the rest of Goldman’s business ventures
Lower compensation expenses due to protests.
Goldman’s fixed-income, currencies, and commodities business should soar.
Healthy balance sheet and advantage over its peers due to its premium brand name.
Goldman is a very attractive opportunity right now and it is undervalued compared to what it should be pegged at.

Top Gold Stocks November 2012:Apollo Gold Corporation (BRD)

Brigus Gold Corp. engages in the extraction, processing, refining, and production of gold and other by-product metals primarily in North America. The company principally produces gold and silver. It primarily owns the Black Fox Complex and Black Fox Mill properties located in the Timmins Mining District in the Province of Ontario, Canada; the Goldfields project located in the Lake Athabasca region of Saskatchewan, Canada; and the Ixhuatan property located in the state of Chiapas, Mexico. Brigus Gold Corp., through its joint venture, holds interests in the Ampliacion Pueblo Viejo and Loma El Mate gold exploration projects located in the Dominican Republic. The company was formerly known as Apollo Gold Corporation and changed its name to Brigus Gold Corp. in June 2010. Brigus Gold Corp. was founded in 1936 and is headquartered in Halifax, Canada.

Advisors' Opinion:

By Barker At 2011-10-30
Seeming to glide beneath the radar of the investment community, I encourage Fools not to overlook the growth potential of Brigus Gold. Paralyzing gold hedges have been exterminated, the Black Fox mine is yielding improved production, and the company expects to add a second producing gold mine by 2013. Precious metal hedge fund Sprott Asset Management added a new position in Brigus during the third quarter of 2010, and I consider the company an attractive acquisition target as well as a prospective growth engine in its own right.
By Christopher Barker At 2011-9-2
My recent visit to Brigus Gold's Black Fox mining complex in Ontario left me so utterly confident in the company's gathering growth momentum that I doubled my personal holding and encouraged my readers to dig into this remarkable turnaround story. A rocky path to production for predecessor Apollo Gold may have damaged the mine's reputation among investors, but under Brigus Gold this operation is rapidly hitting its stride. Brigus recently initiated a mill expansion ! that wil l bring capacity to 2,200 tons per day, and is mulling a subsequent expansion to 3,500 tons per day to coincide with anticipated production from some remarkable new gold discoveries within the Black Fox complex.

Brigus released a new round of assays from exploration drilling at the exciting 147 Zone, including a breathtaking bonanza intercept of 4,165 grams per ton (133.9 ounces per ton!) over 1 meter; while nearby holes confirmed significant continuity of high-grade gold mineralization at depth (including one 50-meter interval grading 3.96 grams per ton). Click here to see what 4,165 grams per ton of gold looks like in a drill core. The 147 Zone continues to reveal outstanding development potential, facilitated by pre-existing underground infrastructure from historical underground mining nearby, and the deposit remains open to further expansion in all directions.

Top Gold Stocks November 2012:Iamgold Corporation (IAG)

IAMGOLD Corporation, together with its subsidiaries, engages in the exploration, development, and production of mineral resource properties worldwide. It primarily explores for gold, silver, zinc, copper, niobium, diamonds, and other metals. The company holds interests in eight operating gold mines, a niobium producer, a diamond royalty, and exploration and development projects located in Africa and the Americas. Its advanced exploration and development projects include the Westwood project in Canada; and the Quimsacocha project, which consists of 3 mining concessions covering an aggregate area of approximately 8,030 hectares in Ecuador. The company was formerly known as IAMGOLD International African Mining Gold Corporation and changed its name to IAMGOLD Corporation in June 1997. IAMGOLD Corporation was founded in 1990 and is based in Toronto, Canada.

Advisors' Opinion:

By Christopher Barker At 2011-9-2
Although I have not shed my long-standing contention that Yamana Gold offers one of the more deeply discounted vehicles for long-term gold exposure, lately my outlook for IAMGOLD has turned particularly bullish. With a looming spin-off of a 10% to 20% stake in the company's reliably profitable Niobec niobium mine, and the recent sale of its interest in a pair of high-cost gold operations in Ghana for $667 million, IAMGOLD finds itself in terrific financial shape to execute an aggressive $1.2 billion expansion imitative at existing operations.

Considering the $1.6 billion net asset value (after tax) that IAMGOLD recently assessed for the Niobec mine alone, and a presumed hoard of more than $1.2 billion (in cash, cash equivalents, and gold bullion held for investment), at a market capitalization of $6.9 billion I find extreme comfort in the market's resulting valuation for IAMGOLD's 15.2 million ounces of attributable gold reserves.

Top Gold Stocks November 2012:AngloGold Ashanti Ltd. (AU)

AngloGold Ashanti Limited primarily engages in the exploration and production of gold. It also produces silver, uranium oxide, and sulfuric acid. The company conducts gold-mining operations in South Africa; continental Africa, including Ghana, Guinea, Mali, Namibia, and Tanzania; Australia; and the Americas, which include Argentina, Brazil, and the United States. It also has mining or exploration operations in the Democratic Republic of the Congo, Guinea, and Colombia. As of December 31, 2010, the company had proved and probable gold reserves of 71.2 million ounces. The company has a strategic alliance with Thani Dubai Mining Limited to explore, develop, and operate mines across the Middle East and parts of North Africa. AngloGold Ashanti Limited, formerly known as Vaal Reefs Exploration and Mining Company Limited, was founded in 1944 and is headquartered in Johannesburg, South Africa.

Top Gold Stocks November 2012:AngloGold Ashanti Ltd. (AU)

Top Gold Stocks November 2012:Allied Nevada Gold Corp (ANV)

Allied Nevada Gold Corp., together with its subsidiaries, engages in the evaluation, acquisition, exploration, and advancement of gold exploration and development projects in the state of Nevada. It principally operates the Hycroft Mine, an open pit heap leach gold and silver mine covering approximately 61,389 acres of mineral rights and is located to the west of Winnemucca, Nevada. The company also involves in the exploration and development of various exploration properties, including Hasbrouck, Mountain View, Three Hills, Wildcat, Maverick Springs, and Pony Creek/Elliot Dome projects. In addition, the company holds exploration rights to approximately 100 other exploration properties in Nevada. Allied Nevada Gold Corp. was incorporated in 2006 and is headquartered in Reno, Nevada.

Advisors' Opinion:

By Scott Rothbort At 2011-12-9
One of the most frustrating trades in 2011 has been the gold miners. Despite the price of physical gold rising about 20% so far in 2011, gold mining shares have been disappointments. The Market Vectors Gold Miners ETF(GDX), a basket of gold mining companies, has declined just over 7% this year. Allied Nevada Gold(ANV) has struggled -- as has the rest of the industry -- to generate earnings growth in 2011.

On the other hand Allied Nevada's stock has advanced 29% in 2011. The company sees growth coming in the future not so much from gold production but from silver production. Furthermore, management sees mining costs trending lower rather than higher.

A good reason for that is that Allied Nevada's mines are located in the state of Nevada. Hence, the company does not feel the adverse effects from foreign currency and global management which many of its competitors experience.

Allied Nevada Gold's raw beta is 0.74

Allied Nevada Gold is one of the top holdings of Seth Klarman's Baupost Group and also shows up in Vinik Asset Management's portfolio.

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