| Account | Shares | Price | Value | % of acct | Cost/sh | Gain $ | Gain % | Target |
|---|---|---|---|---|---|---|---|---|
| 401K | 218 | $14.57 | $3,176 | 0.13% | $16.27 | $-371 | -10.5% | — |
| RLT | 107 | $14.57 | $1,559 | 0.09% | $14.11 | $49 | +3.3% | — |
| Total | 325 | $4,735 | 0.11% | $-322 | -6.4% | — |
In short: Fred Hickey's gold pick (Dec-2 MHM): Q4 production 49,567 oz, +37% YoY as Kiena ramps; modeled Q4 revenue ~$130M (+77% YoY) and EPS ~$0.26 (US); analysts raised 2025E to $1.02, so the stock ($9.90 US) trades at "less than 10 times the earnings estimate" — Hickey calls it "a ridiculous discount." But up ~25% from early December, so "be judicious with any new purchases."
Wesdome is a Canadian gold miner (it trades in the U.S. under WDOFF). It's the standout in Hay's gold-miner basket because the numbers are genuinely good: gold-veteran Fred Hickey calculates Q4 production was up 37% from a year earlier, revenue up ~77%, and earnings per share around 26 cents — and analysts now expect about $1.02 for 2025. At the stock's price that's "less than 10 times earnings," which Hickey upgraded from "a significant discount" to "a ridiculous discount."
The only caution: it's already run up about 25% since early December, so Hay says "be judicious with any new purchases" — i.e. it's cheap and improving, but don't chase it after a big move.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.