Reading my current issue of Casey's Big Gold, I noticed the following comments from one of the fund managers being interviewed. I don't own GCM because of the large number of shares outstanding but I will redo my dd.

"Frank Holmes: Our favorite senior miners are Franco-Nevada (FNV ) and Randgold (GOLD). Franco- Nevada pays monthly dividends, offers growth with high profit margins, and has no debt and high levels of cash on the balance sheet. Randgold offers investors a dividend yield higher than one-year government bonds and potentially healthy growth in production and dividends.

Silver Wheaton (SLW) is another royalty company with high profit margins and leverage to rising silver prices. We also like Gran Colombia (T.GCM), which is the most undervalued pure gold stock in the GDXJ ETF."