Gold Surges To 4-Month Highs, page-690

Well PRU was the stock I was backing heavily for US$ gold exposure. Latest quarterly has dented that though. Since then I have been selling into the rallies too. MML has issues which I know you've mentioned before. I don't like that their production step change has been delayed until 2017 too. I sold out there too.

There really isn't many good stocks for US$ gold exposure. RSG is the one remaining and judging by recent price action it is the one that the big money is flowing into, quite possibly at the expense of PRU.

OGC is one of the few well run overseas companies. It's fully priced though in my view.

So it perhaps it's justified that the well run local companies have outperformed.