Jim says (NEM) has production cost of $262/oz. and for every $10 move in gold the company gets an additional 60MM to the bottom line. Jim also likes (PDG) Placer Dome--gold and silver. A big hedger he says. Also (GG)Goldcorp which won the bidding for Wheaton River last year and has the lowest production costs at its Red River Lake mine of $128/oz.. That said all the charts look heavy and I think gold eventually revisits $350/oz. befor beginning the next bull move.