http://news.goldseek.com/DougCasey/1317225682.php

On the long side, mining stocks are very cheap relative to the price of gold right now. I'd say there's an excellent chance of a bubble being ignited in gold mining stocks, especially the small ones; in fact, I'd put my finger on that as likely being the easiest way to make a killing.

~~~ Doug Casey

When we have consistently growing earnings. Which will hopefully coincide with the bubble mentioned by Doug Casey.