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XMFSinchiruna (28.54)

Please Cast Your Vote for Best Stock for 2011

Recs

53

December 30, 2010 – Comments (36) | RELATED TICKERS: AUQ

The Motley Fool's annual stock picking contest series is out today, and I'm looking to my fellow Fools for their support at the polls by voting for Gammon Gold as the best stock for 2011 (in this round and the next).

Fools will no doubt notice that -- for the first time -- another mining stock has worked its way into the playing field ... I had grown accustomed to offering the sole mining stock in the contest each year, but TMFUltraLong has smartly selected Thompson Creek (which I also own in real life). :) As a shareholder, of course I think Thompson Creek is a very compelling investment opportunity as well, but I fully expect Gammon to see greater gains for 2011.

Gammon holds a number of specific potential upside catalysts up its sleeve (see article). And the market fundamentals for gold and silver are well known by this stage. Just this week, China's largest investment bank announced a new program whereby Chinese citizens can accrue gold exposure gradually through an innovative gold savings program. I think such a program will prove wildly popular, and facilitate the next phase of the gold demand story.

So please follow this link to my article proposing Gammon Gold as the best stock for 2011, rec the article if you like what I have to say, and cast your vote in the poll beneath the article. Comments to the article also help to imprive the article's circulation. They usually compile the top scorers from this initial round into a final artile where Fools vote for a final selection, and I ask you to keep Gammon in mind if it happens to advance. Silver Wheaton dominated the voting in round 1 last year, but lost to Apple in the final round (and we all know which stock logged the best performance). :)

The Best Stocks for 2011: Gammon Gold

The Top 10 Gold and Silver Stocks for 2011

Miners Priced to Move: Gammon Gold

5 Potential All-Stars from Gold's Junior League

Thanks for your continued readership, and I wish you all hearty investment returns for the new year.

Sincerely,

TMFSinchiruna

 

36 Comments – Post Your Own

#1) On December 30, 2010 at 12:48 PM, Valyooo (99.80) wrote:

DSCOD

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#2) On December 30, 2010 at 12:55 PM, EnigmaDude (96.28) wrote:

SANDSTORM RES LTD (SNDXF.PK)

If not in 2011, then 2012.

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#3) On December 30, 2010 at 1:10 PM, XMFSinchiruna (28.54) wrote:

I own a small Sandstorm stake, but as a pink sheet micro cap it is not yet something I can realistically advance in a stock-picking contest of this type. But I agree, one could easily see a triple or quadruple in the making there.

That being said, I own a slew of pink sheet micro caps that I am even more bullish on than Sandstorm.

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#4) On December 30, 2010 at 2:36 PM, EPS100Momentum (71.72) wrote:

How about Vanadium: Energy's Holy Grail

 

CXZ holds a significant deposit of Vanadium for a company under $100M mkt cap nevermind its Uranium holdings.

CXZ currently at just $2.54/shr

 

 

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#5) On December 30, 2010 at 3:04 PM, TMFUltraLong (99.97) wrote:

Thompson, Thompson...it's our stock
First place, first place... it's a lock =)

I really don't see how silver is going to outperform moly in 2011, but we'll see =)

TMFUltraLong

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#6) On December 30, 2010 at 3:16 PM, silverminer (38.02) wrote:

Nah... I say buy 'em both, but vote for Gammon. :P

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#7) On December 30, 2010 at 3:31 PM, Valyooo (99.80) wrote:

Ultralong,

Why so bullish on moly?

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#8) On December 30, 2010 at 3:35 PM, TMFUltraLong (99.97) wrote:

It has more practical uses than gold & silver which to me serve more of a "value holding" purpose than anything. Gold & Silver are topping mulit-decade highs while Moly, and its many uses are sitting over 60% off its highs. To me it just makes sense that the next metals to move should be the in between ground of precious and rare-earth....basically the moly's of the world.

TMFUltraLong

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#9) On December 30, 2010 at 3:53 PM, Valyooo (99.80) wrote:

Are you equally as bullish on iron?

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#10) On December 30, 2010 at 4:50 PM, dragonLZ (99.38) wrote:

You can see in UL's pitch for his TC pick (that never opened for him) from whom he "stole" his TC idea. :)

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#11) On December 30, 2010 at 5:01 PM, dragonLZ (99.38) wrote:

Btw., out of respect for Sinch's previous predictions, I vote for GRS.

p.s.

I hope Sinch is right as I also took a RL position in GRS after reading his 2011 article. In case he's wrong about GRS, I wish one of two other picks from his 2011 list get to be Best Stock of 2011: either BRD or GPRLF.PK (got me some shares of those too).

Good Luck All, especially Sinch.   :) 

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#12) On December 30, 2010 at 6:07 PM, SN3165 (< 20) wrote:

Sinch,

 Besides Sandystorm, What other micro-cap pinks are you bullish on?  

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#13) On December 30, 2010 at 6:44 PM, ChrisGraley (31.50) wrote:

We can't pick SLW again?

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#14) On December 30, 2010 at 10:15 PM, Bays (33.72) wrote:

TC is my second largest holding behind SLW,,,,  I'll go with UL on this one, TC.

 

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#15) On December 30, 2010 at 11:37 PM, gman444 (31.65) wrote:

URZ

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#16) On December 30, 2010 at 11:57 PM, MSUalum (69.75) wrote:

I like TC but is SWC getting overlooked here? I think this might be a good stock to pair TC with. Any thoughts?

 Also, my spec play for 2011 would have to be CPST. I am really impressed by this company. Healthy backlog, growing revenues, growing exposure to asia, cool technology and in the growing field of green tech/alternative energy. Its appears that management needs to continue cost cutting and turn a profit but they are on the right track and drawing attention from GE. 

Anyway, happy new year 

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#17) On December 30, 2010 at 11:58 PM, Seano67 (74.56) wrote:

I'll say ICO. Not a metal, but a miner!

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#18) On December 31, 2010 at 12:03 AM, aangelis7 (< 20) wrote:

Oh, I am going to regret this.  There are so many wiser heads than I who are bearish on this little two-star stock, with better reasons than I have to be bullish.

Prior to a month ago, I never would have bought a subscription to satellite radio. Perhaps I'm a Luddite, but the idea of paying for radio as well as for TV just torks me to no end.

But a month ago, I bought a new Prius and it came with Sirius XM (SIRI), and I like it.  I really like it.  I could easily pay to have this in my car.  I like that it tells my navigation system that there's traffic ahead (DC is awful). I like the multitude of channels.

I like SIRI a lot more than I thought I ever would.  If SIRI is installed in a fair amount of models for a couple of months post-purchase, I can see it doing quite well. So I've picked up some.

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#19) On December 31, 2010 at 2:23 AM, DarthMaul09 (30.36) wrote:

FCX

Growing profits and a rising dividend, which is its one advantage over SLW, which you have to sell to gain from their success.  The stock split should make buying a position for a small investor easier.

 

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#20) On December 31, 2010 at 3:01 AM, Valyooo (99.80) wrote:

Oh, I also wanna throw in that I think STD is the best bargain out there right now- unfortunately, I am not sure that the stock price will be good this year.

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#21) On December 31, 2010 at 4:08 AM, kadosas (< 20) wrote:

Lynas Corp. LYSCF.

 

 

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#22) On December 31, 2010 at 7:46 AM, fmahnke (95.68) wrote:

CRWS

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#23) On December 31, 2010 at 8:55 AM, Eudemonic (71.09) wrote:

REE

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#24) On December 31, 2010 at 9:48 AM, silverminer (38.02) wrote:

SN3165

I can't mention names at the moment since I have been actively trading (adding) the names in question. Stay tuned ... I'll blog about them when I'm able.

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#25) On December 31, 2010 at 11:14 AM, silverminer (38.02) wrote:

Valyooo

Please, keep your STD to yourself. :P

DarthMaul09

Silver Wheaton will institute a substantial dividend before long.

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#26) On December 31, 2010 at 11:18 AM, TMFUltraLong (99.97) wrote:

Am I winning yet? ;-p

TMFUltraLong

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#27) On December 31, 2010 at 2:04 PM, skypilot2005 (< 20) wrote:

Sinchi,

I like GRS over TC, as well.  ( Best Stocks List to choose from)

I am also, very comfortable owning select mining companies in this fiscal environment.

I own both but TC’s  Mt. Milligan project isn’t due to come to fruition until 2013.  That places it solidly outside of this year’s contest time parameters.  In my opinion, that is a significant disadvantage.

The case being made for TC by many seems to be primarily dependent on macro economic conditions.  I submit the likelihood of predicting those accurately are similar to rolling sevens during a game of craps.

On the flip side, I see some possible turbulence safely landing GRS in first place with the labor unrest recently experienced by them.  Although, worker rights in South America seem to be nonexistent.  That’s the only situation I see now remotely preventing a safe landing in first place in 2011. 

Even taking that into consideration, I still like GRS.  You have earned my vote.  I do not feel TC is going to be able to pull up to the gate in 2011 quicker than GRS.

My experience flying with you has been very rewarding, monetarily.  I have accumulated a lot of Frequent Flier Investor miles purchasing stocks you have featured over the past year.

My seatbelt is fastened.

I took the money recieved in my holiday stocking and added to my GRS position this morning.

Happy Holidays !

Skypilot

Disclosure:

Mentioned in this article I own: SLW, GRS, TC, EXK, AUY, AXU

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#28) On January 01, 2011 at 6:52 PM, magnetpal (< 20) wrote:

Sinch,

 What do you think of GPRXF.PK?

 

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#29) On January 03, 2011 at 2:42 AM, Valyooo (99.80) wrote:

Sinch, do you like AEM?

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#30) On January 03, 2011 at 8:16 AM, silverminer (38.02) wrote:

magnetpal

This one has crossed my radar a few times, but I hadn't seen those new intercepts from Brewery Creek. I like the width of those high-grade intervals, and the existence of existing mine infrastructure and permits. Gene Arsenberg, author of the Got Gold Report, owns shares. An upcoming conference should serve to shed light upon the Yukon region. There's plenty to like in the confluence of all those factors. I have not looked closely enough to say I've done DD, but it looks interesting to me on second glance, and I thank you for putting it back on my radar.

Valyooo

You mean by 2009 best stock pick? Absolutely! It's one of my top-10 holdings, and probably one of the stocks I'll be looking to hold the longest in the sector. Canada is one of my very favorite jurisdictions in which to concentrate exposure, and AEM is very strong up North. They will certainly branch out to new regions, as they've stated, but I like where they've begun. I like their growth strategy very much, and consider their potential for organic reserve growth from existing assets still extremely strong.

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#31) On January 04, 2011 at 12:03 PM, Ticker007 (< 20) wrote:

TC

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#32) On January 04, 2011 at 5:12 PM, Speed03 (< 20) wrote:

Sinch, you mentioned Copper Fox Metals briefly somewhere recently.....its been running the past few days. What's your take on it?

I hold both TC and GRS.....I will go with GRS

 

Cheers,

 

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#33) On January 04, 2011 at 7:02 PM, silverminer (38.02) wrote:

Speed03

What's not to love about Copper Fox? Seriously ... I should have picked that as my #1 stock (lack of a U.S. listing barred it from the running). I added a fair bit of Copper Fox during 2009 beneath $0.10, and I could easily see it giving SLW a run for its money as my top-performing stock of all time.

I can speculate as to what may be behind that amazing stock move today ... where Copper Fox stood out like a sore thumb as the only significant counterpoint to systematic and broadbased selling in the sector. It's all about the updated resource estimate and the imminent feasibility study for Schaft Creek, among the top-three sweetest properties in British Columbia. Also, the company had initially intented to release an updated resource estimate for Schaft Creek during Octiber 2010, but delayed the release until Q12011 due to consistent success in identifying new discoveries and developing further strategic targets within the property. That's the sort of delay a Fool doesn't mind waiting for. I think the market is moving shares in anticipation of a strong resource expansion from 2010 exploration.

This company has TCK in a very unusual earn-in option agreement at Schaft Creek, by which Teck could earn a 75% stake by covering essentially all construction costs and providing for project financing. With copper prices strengthening and this gem sitting in Teck's back yard, furthermore, perhaps some are speculating that buyout interest may follow (or even precede) the release. Teck may just be keen to consolidate that stake. The resources remain severely undervalued, in my opinion, despite the run-up of late (see the long-term chart for context!).

Copper Fox still trades at 12.3% of the NPV at Schaft Creek. I see plenty of room for sustained buyer interest.

 

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#34) On January 04, 2011 at 9:22 PM, Speed03 (< 20) wrote:

Thanks for your feedback Sinch.

I discovered Copper Fox a few months back and took a small position in it.  After doing further DD on it doubled my position a couple of weeks back and may double my position again soon.

I was reading one of your blogs that mentioned it and it reminded me to take a look at it again.... THANKS!

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#35) On January 04, 2011 at 11:28 PM, PickThatBooger (26.82) wrote:

Sinch, I'm kicking myself right now as last Thursday I was looking to add another copper or silver miner. I narrowed it down to CPFXF and AUNFF. I couldn't decide so I flipped a coin (literally) and chose AUNFF last Friday. I watched that Copper Fox move today and felt like throwing up after reading this post.

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#36) On January 06, 2011 at 6:13 PM, Valyooo (99.80) wrote:

Ultralong, how come you havent picked TC in caps?

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