At the 9 minute mark West was on CNBC's Fast Money defending the case for continuing strength in the gold market against the four regular traders that comprise the resident panel.

http://www.cnbc.com/id/15840232?video=1721428643&play=1

It is a macro debate, so he does not mention any of the companies in his model potfolio. It is interesting to see that Canadian letter writers are starting to make inroads in the US.... maybe Americanos are getting savvy to the sector? IMO, not quite yet. As Eric Sprott was saying in automne in his presentations while marketing his physical silver fund, the participation of American institutions in the sector is still dismal and retail even less so. IMO there is a long period still left in this metals bull cycle.