Starting to think that the GLD is the only way to play gold. Look at gold in the last month or so its gone from 1550 to 1770 and most gold stocks have not really done much. Look at the start of 2012 when gold hit its bottom and now the GLD has gone from 152 to 172. Now look at most of the miners. I am starting to think the link between miners and the metal is still broken. I am holding my AAU here but as far as making cash off the miners while the metal is going up its not looking good any more.
"Claude Resources (AMEX: CGR ) could be the latest member we can add to the list of inexpensive, but growing, junior miners. Just last week, Claude projected that it would produce 50,500 ounces of gold in 2012, which would represent a 13% increase over its 2011 output. A lot of investors took this figure with a grain of salt because Claude has missed Wall Street's EPS estimates in four straight quarters, but I think the groundwork has been laid for a real surprise in 2012. Claude spent a lot of money on upgrading equipment and expanding its milling operations last year and it could easily surpass Wall Street's expectations this year. At just six times forward earnings, it looks like a genuine bargain."