TSE:K

Kinross Gold (K.TO)

37.26
+0.31 (0.84%)
as of Jun 22, 2026, 8:00:00 pm Market Open.
129 watching
0
BUY
He has been buying it here. It is his largest gold position in the fund. Gold will work its way through $2000. They under performed since they bought Redback. People worried about the costs of bringing it back on. Libya brought the stock under additional pressure. You are discounting the assets to the point you are getting the Redback asset for free.
HOLD
Model price of $18.84. Earnings have come down a lot. He sees a 21% upside. Many of their acquisitions have been negative to the stock.
BUY ON WEAKNESS
Not well liked for the last year where they were buying Redback. In the last quarterly report last week they showed 3 million extra oz at the mine. He would hang in and buy on weakness. The cheapest senior gold you can buy now. They have scheduled an analyst trip to the mine in Africa and they wouldn’t do that if there weren’t good news.
BUY
Has been quite flat over the last decade and he is frustrated with it. Quite cheap and has recently added to his holdings. Concerned about some of the rising costs.
DON'T BUY
Has been lagging the other golds, which makes you pause. Still have a lot of unresolved issues. The Mauritanian mine has some issues. Getting squeezed with higher costs. There is also the question of integrating their Red Back acquisition. Prefers Barrick (ABX-T) and Goldcorp (G-T).
DON'T BUY
Isn’t that familiar with the company. This is the time of the year that gold retraces its footsteps. He has zero gold companies on his watch list. Sees very few bargains in the commodities right now.
BUY
Started to look cheap so was buying on the downtrend. Recent results have not been great resulting in significant selling bringing it down to new lows. Pretty close to NAV and have better production coming one so is probably a Buy now. Potential Takeover target..
WATCH
Likes gold as a hedge against the current geopolitical issues. This one has under performed because it has been perceived to be doing expensive acquisitions and executing in political risky places. Thinks their acquisition of Red Back Mining will probably turn this around so they can catch up to the rest of the producers over the next couple of years.
COMMENT
Eldorado (ELD-T) or Kinross (K-T)? All of the seniors have a pretty good leverage to the price of gold and are trading at a huge discount to $1,300. You want ones like these that are going to have the biggest pick up in production.
HOLD
Golds have been having a pullback. His model price is @22.95, a 37% positive differential.
DON'T BUY
Just missed their numbers, which is not good. Should be delivering earnings at these gold prices. Wants companies to make their numbers before owning them. Have a nice strong base at around $15.50, which is not bad. You could make money on this if it reaches old highs. He’s been writing options on this.
SELL
Biggest news was their purchase of Redback Mining giving them a huge resource in Africa. That will be the driver for their growth going forward. Will have to deliver on production volume growth, which will put some of risk on it for the next little while. His preference would be Goldcorp (G-T) (by a Mile) and 2nd choice would be Agnico-Eagle (AEM-T).
BUY
Has been an especially big laggard because of its takeover of Red Back Mining. You should be buying because gold is going to go higher.
TOP PICK
Making a large African acquisition and there should be an update in the next couple of weeks. Ultimately will be a really good purchase and will evolve make them into one of the premier major cap gold companies.
COMMENT
Right now is a great time to Buy gold stocks, no matter what company. Gold stocks had a massive pull back in the last week vis-à-vis the price of gold. This stock has been a dog in this market. He writes options on this one.
Showing 226 to 240 of 625 entries