thanks MR, great post. I agree with your take on gold. Thanks for the tip about Perth Mint warrants - I had no idea about these. Have heard some worrying things about Gold & PM ETFs (see: http://seekingalpha.com/article/149209-are-gld-and-slv-legitimate-investment-vehicles).
My "gold play" is an exposure to large producers (LGL, EAU, OGC, KCN), mid/small sized producers (CRE - a dud so far, SLR, IGR, RSG, GDO, TRY) and explorers/emerging producers (AZM, GRY, PRU, TAM, ADU). Most of these companies have their mines overseas, so avoid the stink of the RSPT.
Information sources I look at on gold/gold stocks are: Diggers & Drillers (subscription service), David Skarica's Gold Stock Adviser (subscription service), Ed Steer's free Gold & Silver Daily http://www.caseyresearch.com/displayGsd.php , CASEY'S GOLD AND RESOURCE REPORT (cheap subscription service) and also GATA http://www.gata.org/ & their connected newsletter/cafe: http://www.lemetropolecafe.com/index.cfm - a relatively expensive subscription service.
