This is still work in progress, but almost there. If there are any others you want me to look at, let me know. I have divided this into 3 sections: ETFs (excluding GDX and GDXJ as they are in the global matrix), Big cap miners, small cap miners. I have been through all the financials and these companies shown all satisfy my criteria, the main ones being cashed up, good cash-flows or near term cash flows, no debt issues, no other issues on the balance sheet of concern, good development and exploration pipeline.

I have also rated them using Weistein’s model. Of interest is that 60% of the smaller caps are already in stage 1, whereas only 30% of the large cap are in stage 1. For this reason, the small caps should be the focus over the coming weeks and months, for down day accumulation, whilst waiting for the gold cycle to finally bottom.

A handful of the small-caps are outstanding companies, with potential to outperform. I will highlight these at a later date. Today I am planning to buy another few miner stocks, and will provide an update on these buys mid-morning today.

SPOCK MINERS

in 2008/09, the gold miners achieved stage 1 to 2 transition fairly quickly, then rallied sharply into the stage 3 peak in 2011. Then it was into stage 4 decline. About half are still in stage 4. the other half in stage 1 have been laboring for some time, so this is a very different stage 1 than 2008/09. its more of a process, looking for an event to light the fuse. that event is approaching. not there yet though.

the longer the stage 1, the bigger and stronger the stage 2 advance, as there is a lot more dynamic energy behind it. which means the next bull market in the gold miners should be a big one. a life changing event for those who get in early and know whats coming in stage 2.