老虎基金的索罗丝早些天偷偷买进了 (ABX), 高盛手慢了一点,曲线诡计也入股了 (ABX),
Goldman upgrades precious metals miners, Barrick Gold upped to Buy
Apr 22 2014, 07:55 ET
* Gold and silver equities now appear more fairly valued, Goldman Sachs says, raising its sector coverage view to Neutral as it sees more responsible capital allocation, successful cost cutting initiatives, a refocus on maximizing free cash flow, and sound strategic portfolio optimization improving the positioning of select companies and offsetting its below-consensus outlook for commodity prices ($1,200/oz. gold from 2015 forward).
* The firm upgrades Barrick Gold (ABX) to Buy, believing the company's financial flexibility has significantly improved; ABX +1.8% premarket.
* B2Gold (BTG) is initiated with a Buy rating and C$4.20 price target, as Goldman cites imminent production growth from the Otjikoto project which enhances BTG’s free cash flow generation and should fund future development.
Started at Neutral: AGI, FNV, BVN,.
Maintained at Buy: GG, AUY, SLV.
Sell: IAG, EGO, PAAS.
ETFs: GDX, GDXJ, NUGT, DUST, SIL, GLDX, JNUG, SLVP, RING, SILJ, JDST, GGGG, PSAU