This was published a week or two ago, and was found in a "paid" Research publication...the bold and underline are my editing.

Although not as impressive a note as some other mentions, the bottom line is that more and more eyeballs will see our name and look closely at our company. The more you look, the more you like. Its obvious that more institutions and more retail investors are sniffing around and will want their toes in the water. And I'm happy to say there are not a lot of shares out there for them. When the mojo returns to our sector, and it eventually will, the bold will be rewarded. Both the retail investors and the mining companies who were brave enough to prepare for better times will prosper.

Let's be happy we have been buying and nibbling all along, and be willing to continue doing so. With Ber-crack-e getting his fix on money printing, and whiffs of inflation on the horizon, and physical demand through the roof, just to name a few positives, it appears the perfect storm is brewing off the coast. I'll sail these water, battle some sea-sickness along the way, and wash up in financial paradise with a cold one in one hand and a hot one in the other.

-Kingpin

Agnico-Eagle (AEM)
P/TBV: 1.35
Recommendation: Hold
Annual Dividend $0.88/Share, Current Yield 3.3%

Agnico has been very active so far this year, buying into four private placement deals in two months: Kootenay Silver, Sulliden Gold, Probe Mines, and Nordic Mines. The company has net debt of $516.6 million, one of the few BIG GOLD stocks with more debt than cash, but we like the forward thinking here by management, because the downturn in the gold industry won't last forever. We're leaving the stock on hold for now, as detailed in last month's issue.