$GOLD - Gold is seen as a strong investment due to geopolitical tensions, central bank buying, and potential for significant price increases driven by investment demand.
$ALAMOSGOLD - Alamos Gold is recommended as a well-run gold company with growth potential and excellent capital allocation.
$GOLDMINERS - Gold mining companies are valued based on their free cash flow production, suggesting potential in companies with strong cash generation.
$GOLDSTREAM - Gold streaming companies, which provide financing to miners in exchange for future gold production, are seen as an attractive business model in the gold sector.
$SILVER - Silver has potential for outperformance based on historical gold-to-silver ratios and increased demand from solar panel production.