Today, Pat Bolland interviewed Yamana CEO Peter Marrone at 1:50pm on ROBTV, where the video replay is available. It's important to watch.

What I have been doing for you is setting up these stocks for the time there is a significant pull-back in markets. So far, those traders with an appetite for risk/reward have jumped on my recommendations. But many of you are risk averse.

So here's the deal. These are producing mines (except for U.S. Gold -- but that's a lock). The metals are in a very long term bull market because of global economic expansion, the world being awash in money, interest rates being relatively low, a 20-year cycle (1981-2000) that favored financial assets, etc. Some of these miners hold excellent assets, have no debt, operate in jurisdictions that are quite stable, have good management, etc.

You put all this together, and, depending on price, these stocks should have a place in your portfolio.

After a pull-back (I call the ebb tide), which will complete the second major wave in a metals bull market, I believe that most mining company share prices will return with the flood tide. It is then up to us mariners to decide how best to move forward. I say it will be with the shares of companies I have been writing about.

Also on ROBTV today was an interview with U.S. Gold's Rob McEwen. I don't want to give a false impression that Rob sold out when he retired from Goldcorp (NYSE: NYSE: G and TSX: GG). No, Rob is still Goldcorp's biggest shareholder, and a huge booster.

If you caught the McEwen interview (also on Replay), you'll hear him talk about where he's been investing his (considerable) money. He mentions Latin America. I'll tell you where " actually I have already told you when I said that I like Guyana Goldfields.

(March 10 8:45am blog) For me personally, I'll probably stick with the jockeys and horses I know best, which will include: Alamos Gold (TSX: AGI), Guyana Goldfields (TSX: GUY), High River Gold (TSX: HRG) and U.S. Gold (OTC BB: USGL). Bear in mind, these are small, and, to some people, highly speculative securities.

If you check the record, I think you'll discover that Rob McEwen holds close to 5 pct of Guyana Goldfields. And, btw, the prior day's close of GUY (March 8) was the low (Don't you love it when I do this?). Since my article (42 trading sessions), GUY is up +78.6 pct from $3.98 to $7.11.

And I had so much fun at PDAC 2006 too! Tango, silver bars, old friends, 25-year old rum and then blogging at 3am; living large.