This was an excellent interview, posted by Kim. Thanks Kim! His 3 top picks were:

WCO - undervalued gold play, making good money, paying dividend, great stock and he owns it personally

AXR - silver play, he is very bullish on silver and believes this could go up significantly. Trades as AXU on US exchange. (Chen top pick for a near term producer)

SLW - great business model for benefiting for low cost mining. Best big cap for silver.

Found his discussion on gold/silver buillon very interesting. Said he does not trust the ETF's to hold the metals. But he does like CEF which is a recommendation for holding about 50/50 gold and silver. He is part of the audit team so knows they hold the metals. Casey also likes them and has them as a recommendation when premium is below 10. As of yesterday's close the premium was 9.6% moving up from 6.4% the day before. susan's disclaimer - I hold that albeit not near enough in my humble opinion.