"Buy Gold" is an easy call based upon CB money printing. TIMING IT is not an easy call. Look at the action in LSG. EXSFF, ABX etc etc etc. If the physical metals take a hit, these juniors are going to evaporate along with your money in juniors because the funding required to execute will evaporate.
Base/Industrial metals are a more conservative allocation - still benefit from inflation and from the rebound in globally-inflated economic "growth". Copper, zinc, lead, silver all preferable to gold.
EXSFF woud be a beauty if Kidd can deliver, even though it is a very long shot. At $.10-.12 though, EXSFF is a decent speculative shot.