How many gold stocks are enough?, page-31

I agree with the sentiment on GOR and I more than doubled my holding in the month prior to Christmas. It is now close to production at Gruyere and yet was priced below my first purchase two years ago. In the meantime it has continued exploration with further promising results and remains debt free.
In answer to an earlier question, I am around 20% in gold at present but sold out of EVN today because I think it is valued too much above other good producers that I will switch to.
OGC is showing good appreciation at present, and this is a stock that seemed undervalued to me. I have stayed in OGC although I took some profit a few months ago when I wanted to raise cash.