View from Minyanville is worth a look.
"A variety of factors are lining up that lead my firm to believe we are on the cusp of a major move higher in the gold stocks. We've been saying this for a while, but the reality is we are moving closer and closer to that moment. The fundamentals couldnt be more obvious and being in the 11th year of a bull market means the timing is ripe. We think you will find the facts and conclusions extracted from the technicals, sentiment, and valuations very compelling."
http://www.minyanville.com/businessmarkets/articles/gold-stocks-gold-price-gold-market/7/25/2011/id/35936
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