My Stock Holdings... In descending order of size in my portfolio. My retirement account is all-in these stocks (although I've got some diversification with a lucrative, secure day job and paid off house).
I wish I had about four more names I really liked.
GORO.OB - excellent rocks, stock-holder friendly management, promising real dividends, reasonably politically secure (never meet their "targets", not enough NI43-101 resources).
OGC.TO - straight out undervalued on a price to annual oz basis. Didipio half-built mine is a hidden asset play.
TRY.TO - dividend paying gold miner with mines in Australia, Brazil and soon in Argentina. Very competent and stockholder friendly management, decent but not great rocks.
DMM.TO - great rocks, very undervalued in politically risky Ecuador (but rapidly trending less risky location). Seems to be having trouble getting the first mine working. The rocks are so great I'm willing to wait.
CGA.TO - straight-ahead, excellent sized (200K oz/year) gold mine starting up in the Phillipines. Little risk, very undervalued relative to peers, great institutional support, exploration upside in the Phillipines and an excellent 2nd mine candidate project growing in Nigeria. Quite a tasty morsel for a takeover.
SMF.TO - an undervalued mid-tier turn-around where they've been meeting guidance for about three quarters and are rapidly being revalued upwards.
FRG.TO - best Nevada advanced development project exploration company. Lots of good gold with more coming. Moving towards production. Very competent management.
MAI.TO - 49% owner of a producing gold/silver mine in Argentina. Very undervalued with great exploration upside and Rob McEwan as stockholder friendly CEO. Big downside is that the 51% owner (Hochschild) has ticked off the Argentine workers who are sporadically going on strike. I think it will turn around.
LMA.TO - has partial ownership of three marginal (IMHO) mines with Huge exploration upside at the Sudan (yuck) mine. Basically as self-funded exploration play in my view. Looks very undervalued as a producer, but I just don't like the quality of the producing mines.
XAU.TO - an explorer than owns half of one of FRG.TO's best projects.
That's it. Hope you find this helpful. At this point I'm pretty satisfied with each of my stocks, but wish I had more names as I remain overconcentrated in GORO.OB and OGC.TO. Do your own Due Diligence.
As time goes by I've been giving more weight to the stockholder friendliness of management (hard to judge, but important to get right) and having better than average rocks.
P.S., Having gold go up 2 days in a row while the dollar went up and the stock market went down with a option expiration day approaching is a pretty crazy-bullish divergence. Gold and my stocks are way overbought, but I think they are going to keep going nearly straight up for quite a while (say thru the end of the year). The fundamentals (supply vs demand) for physical gold seems really bullish. The indians were buying last night at $1145/oz. That means the price can't fall far as Indian buying will kick into high gear as soon as it starts falling.