John ZechnerAEM is his large cap pick. GLTA
You don’t have to be a gold bug to see opportunity in gold stocks: John Zechner
We are concerned about the excessive market euphoria says John Zechner, chairman and founder of J. Zechner Associates. But while he is cautious on the markets he says he still sees opportunity in Canadian gold stocks.
https://www.bnnbloomberg.ca/video/you-don-t-have-to-be-a-gold-bug-to-see-opportunity-in-gold-stocks-john-zechner~2900123