Value Microcaps Junior Miners

[MontyHigh]

FWIW, Here's my weekly investing work

weekly investing work

Comments are welcome... Let me know if this is too off-topic.

MontyHigh

Below is a high-light in the gold-mining arena:

Even Self-Interested Gold Gurus Can't See A Reason To Be Bullish Gold

This week Jim Puplava hosted a free podcast round-table of three of his favorite gold gurus:
Frank Holmes – gold-miner mutual fund manager.
John Doody – gold stock picking newletter writer.
Ross Hansen – gold coin seller.

Here's what's noteworthy:
BULLISH FROM A SENTIMENT-BASED CONTRARIAN POINT OF VIEW:
o None of them could think of a reason for the price of gold to rise other than some currently un-foreseen market-turmoil.
o None of them recommended holding more than 10% of portfolio value in gold.
o Only Frank Holmes mentioned the Chindian love trade, but he didn't think it would drive the price of gold higher.
o PERSPECTIVE: The self-interest of all these guys is to be bullish gold, but none of them were except for expecting some fear-trade event in the not-too-soon future.
o PERSPECTIVE: The idea that double-digit demand growth in gold's two largest markets (India and China) is likely to push the price of gold higher is still completely off of both the mainstream investing and the gold-community's radar. Seems like a genuine investing edge and quite bullish to me from a long-term (> 6 months) investing perspective.

ADMIRABLE: John Doody claims that apart from a little gold bullion he is 100% investing in his own gold-stock news letter top-ten picks.