posted on
Feb 25, 2008 02:41AM
One analyst I am paying attention to at the moment is Bob Hoye, I don’t agree with everything he says but he is a good counterpoint to the hardcore goldbugs. Anyway his basic approach is to focus on juniors in the face of a correction in the commodities. If other commodities fall faster then gold then in effect the real price of gold is going up which will be good for mining companies longer term, the juniors are the value play at the moment.
