John Lansing of trending123.com lists his top gainers (of stocks currently held in his portfolio). All 6 listed are in precious metals. NAK,RIC,PLG,SGOL,GLD,DGP. I think this is significant because John is NOT a goldbug and he buys based purely on technical analysis. Normally, there are few or zero precious metals stocks in his portfolio.

NAK has good p&f chart. DGP and GLD have current breakouts.

SVM also popped up on the T123 list tonight. So, we know John is seriously into gold, silver, and platinum. Based on my experience, John tends to win big or lose big.

John has some blogs and propaganda out there from a month ago touting gold as the #1 sector for 2010. Like I said before, he's not a conspiracy guy or a goldbug so this is based on technical analysis.

His top 5 PM picks for 2010: ANV,RBY,EGI,NSU,RIC

http://www.bloggingstocks.com/bloggers/john-lansing/

It looks like this was premature. Charts breaking down.

Junior silver miner MVG in John's portfolio. I hadn't heard of this one before but it looks interesting.

Thanks, Scrazy.

Say what you will about that bastard LeBed, he's been strongly recommending silver for some time. Anyone who listened to that advice and avoided his paid pumps, has done very well.

Silver up 2.7% today after floundering for weeks. I wonder if LeBed knows about some Hunt brothers type scheme.

MVG: Comments from analysts found in The Gold Report....(link below)

"The information below is based on the most recent information we have received from analysts and the companies participating in The Gold Report. We encourage you to visit the company's web site for updates.
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"MAG Silver Corp. has the fifth-highest upside potential in this segment of the market. Its upside is 90.8%. Its consensus target price is $12.92 based on the average of all estimates."
- China Analyst (03/01/10)

DM: MAG Silver Corp. is discounted by the market right now, but that one could be discounted more.

TGR: What makes it undervalued at this time?

DM: It's their internal rate of return. It's the growth rate of their assets, which are precious metals. People get hung up on the dollar price of the metals. As an example, if you started off in 2000 with 10 ounces of gold and you ended up in 2010 with 50 ounces of gold, by definition you're wealthier because you own more gold. The price variation is very significant to most people, but in the big scheme of things, it is not that important because gold is wealth and you have more of it. In other words your real wealth has increased regardless on a temporary paper price.
- The Gold Report Interview with David Morgan (02/26/10)

"MAG Silver is a pretty simple story. We continue to hold MAG because it is significantly undervalued based on its 44% ownership of the Juanicipio silver property in Mexico. Eventually I anticipate this value will be realized.

As the discovery-to-mine curve indicates, MAG Silver is near the upper end of the development curve—there is every reason to believe it will go into production eventually. The difficulty in realizing this value (as covered many times before) is that their 56% partner Fresnillo PLC is the 800-pound Mexican gorilla that controls development. Fresnillo attempted a hostile takeover last year at ~US$4.65, but was thwarted by MAG. Despite the obvious quality of the Juanicipio asset, no other takeover offers have come in, so we await Fresnillo's next move."
- Exploration Insights (02/07/10)

"MAG Silver Corp. (TSX:MAG) (NYSE:MVG) is moving along very well—there is no question they will be moving into production—with Fresnillo, their joint venture partner, on their in Zacatecas project. It's kind of a typical good news-bad news story for a junior company when they have a major as a partner. They are at the mercy of their partner regarding the timing and news flow. And as I mentioned in Part I, Fresnillo is showing no mercy dealing with MAG. They are well-funded at this point, and are doing exploration in some other areas. They've probably got one of the best teams in Mexico with Peter Megaw's group (Minera Cascabel) advising on their exploration programs. They have a new property in northern Chihuahua that I have not visited yet. That project, called Cinco de Mayo, is showing some very good initial results. They don't have a resource defined yet, but they are exploring for carbonate replacement deposits (CRDs), which can get very big."
- The Gold Report Interview with Trey Wasser (Pt. II) (01/11/10)

"Silver stocks are starting to break out of long basing patterns. Although I have followed SLW – Silver Wheaton, SLV—iShares Silver Trust ETF and the price of silver for quite some time on my public list I have somewhat neglected the sector. Today I added MVG—MAG Silver to the list as it popped up in my above average volume scans. This could be the start of a move to the upside. Keep in mind though most silver mining stocks have quite some overhead resistance they will need to fight through. So from a purely technical perspective, there is no need to rush things as they are unlikely to develop immediate explosive momentum to the upside as opposed to stocks trading at all-time highs."
- Tischendorf Letter (12/02/09)

http://www.theaureport.com/pub/co/536

Sector rankings show silver, gold, metals, and mining moving up fast. Also biotech, drugs, oil equipment and services.

RVMIF and RVM.to up 20%+ after Lebed pump. I did NOT see any disclaimer about this being a paid promotion. May be a good bet if it drifts back down.

Darrell, are you familiar with this one?

Silver up almost 3% today with gold barely budging. Oil also up big. What does it mean? Maybe "they" are able to keep gold down, but can't do much about other commodities. At some point, all hell could break lose when the general public catches on. I don't think we're there yet, though.

I'm cautious on oil and oil stocks here. Media has finally noticed oil at $85. Higher oil prices mean lower economic activity which means lower oil prices. Precious metals don't have that problem and could keep rising to a spectacular blowoff level.

SVM still cheap in my opinion, but I already own. What miners do you guys like that trade in the USA?

I'm thinking of buying more SVM and selling SFMI (too much volatility without sufficient reward to make it worth the wait). Darrell knows a lot more than I do so you can ignore my thoughts...I'm simply tired of tracking SFMI.

BTW, S & A Resource Report is recommending SA, SSRI and IPMLF. I'm not buying here, but I've cancelled my SSRI sell order hoping the S & A rec will send the stock higher.

BQI up 9% today.

Damn, SFMI up almost 39% so far today !! Mill just came online a short while ago !!!

Fear. When it all starts heading south, there will be an instinctive flight to the dollar. Yes, I know the dollar has it's problems. Unless we see something completely different than I've seen in my lifetime, money will go into US bank CDs and under the mattress in the form of US dollars.

There will be better choices but with all the smoke and dust, only the elite will be able to figure out what those choices are. The rest of us will find out later.

In 2008, GDX (gold miners) went straight down along with everything else. The physical metal did somewhat better. Cash or going short would have been the best choice for this time when fear was rampant.

Personally, I'd keep contributing to the 401K up to the employer matching level. Hopefully, you have some choices in asset allocation. I'd come up with a diversified asset mix and try to stick to it. Maybe go to all money market when things look bad.

Use your other funds for building a hard asset portfolio.

Just my opinion. And, yes, I'm looking at this from the perspective of what I've seen over the PREVIOUS 30 years. The only thing I can say for sure about the next 30 is that they will be interesting.

Re: SWC, Palladium and Platinum

I think the recent runup is attributable to a company press release which makes the case for these metals. I'm sure several "gurus" picked up the ball and ran with it.

http://www.streetinsider.com/Press+Releases/Stillwater+Mining+Company+Releases+2009+Annual+Report%3B+Comments+on+State+of+Palladium+Market/5517549.html

Strong finish for oil, metals, and overall market today. I'm taking that as a bullish sign. IBM raises guidance after hours. IBM is currently down, but I think this is another sign that there is some sort of recovery underway.

Our natural instincts at this time say the economy is bad. Don't overlook the facts. Profit from the bull market and get out when the facts and the charts shift negative.

Thanks, admin.

SWC seems to be holding its own...up slightly.

Goldquest is up significantly!

PLG up over 10% so far...

Bought some SLW today. Just think it is a very unsure time to be in the market right now personally. I have been doing really short trades - 1 day to a week maybe lately.

Made some on IMO yesterday. Made some on NXG - purchased that about a month ago actually.

Some of the Kitco members are looking at MDN and HBM.

You guys mentioned GDXJ. Is that a pretty safe bet with a basket of juniors? Seems pretty safe but not quite the thrill you get from a big move from a small junior. SFMI was pretty exciting.

I own GDX, GDXJ, GGN, SNDXF and PNPFF. I'm a lousy stock picker...which doesn't stop me from trying (CEF, GTU, CDE, FCX, FRG, GDQMF, HL, SLV, PLG, SSRI, SLW, SVM, SWC, AUY). I sold SFMI twice and made money each time but I'm still holding Avalon and Lynas.

Gold has FINALLY made the mainstream news. The general public is still selling their jewelry. When they get into a frenzy and start buying jewelery, gold coins, gold bars, gold stocks, and gold funds, I'm gonna sell and retire.

That's the plan, anyway.

The dollar will stabilize at some point and become safe again. Don't ask me exactly when or how. Even with all the U.S. problems right now, money is flowing into US Dollars. I am very excited though because there are indications that the dollar is losing it's luster as a safe haven and is being out-shined by gold. This could be an even bigger profit opportunity than we had in 2008.

OH yeah it's hidden.

Also anybody looking for a water filter cheap and as good as a Berkely check out Monolithic. Go to where it says shopping or store. Cheap and as good as the best out there.