I posted this on Peter's blog as well...
Don Coxe from BMO on his weekly institutional conference call:
For what its worth or for those interested, Don Coxe also touted gold on his Friday conference call. Snapshot of what he said follows:
* His view is that canada is the place to be both in terms of North American markets and Europe
* He would be surprised if India did not take advantage of the recent gold pullback to make its next purchase.
* Central Banks will start building up their hard asset exposures (think PM) versus trading in and out of other currencies. Therefore over the next 5 years the case for gold is even better than it was just 6 weeks ago.