Kinross Gold (KGC): My Best Stock This Year Gold has been the best investment story in 2025. And Kinross Gold (KGC) has delivered a +52% gain year to date. I think there is still a lot of gas...
This story originally appeared on WallStreetZen
To appreciate why I am selecting Kinross Gold (KGC) as my Stock of the Week…you first need to appreciate the investment case for gold going forward.
First, consider what are the best environments for gold investment:
- When there is worldwide uncertainty (read tariffs)
- When there are fears of future inflation (read tariffs)
- When the US dollar is losing value (read tariffs and all the uncertainty around US policy that has led to dollar weakness)
- When few other investments are doing well and gold shifts from safe have investment to speculative frenzy
All you really need is one of these things to make gold an attractive concept. Yet right now we have all 4 kicking into high gear which is why these shares are up 52% year to date making it my best performing stock in my Zen Investor portfolio.
More importantly than that picture of the past is the look ahead to the future. There we find many experts predicting that gold will rise from the current level of $3,300 to $4,000 and maybe even $5,000 in the year ahead.
So yes, an investor could choose to invest in physical gold. However, history shows 2-3X more upside in owning gold miners.
That's because the cost per ounce to get out of the ground remains the same. Thus, every extra dollar in selling price goes right to the bottom line helping boost the share price.
In my mind Kinross is the pick of the litter given a long history of exceptional operating success. This comes through load and clear in the 115 factor review by our Zen Ratings model.
Not only is it A rated overall, but it scores very highly for Value, Momentum and in the top 3% for Financials rating. This is where we review 26 different factors of operational excellence for a company.
Typically the better the financial metrics…the more likely to have exceptional earnings growth and share price appreciation in the future.
(Learn more about our Financials rating in this recent article).
Plain and simple, every investor should have an allocation to gold in their portfolio. Especially now as we have 4 catalysts still in place that point to more upside ahead.
If there truly is another 50% upside for gold on this current cycle…then there is easily 100%, if not 150% upside in KGC. That gives ample reason to mine some of these shares into your portfolio now.
What To Do Next?
Kinross Gold (KGC) is just one of the 16 stellar stocks found in my Zen Investor portfolio.
And on Wednesday morning I am adding to 2 more new stocks that are perfectly suited for this volatile market environment.
The only way to see these top picks is to become a Zen Investor member.
Gladly that is a very simple process. And right now comes with the ability to save up to 50% on your membership.
Discover the Zen Investor & My Top Stocks Now >
Wishing you a world of investment success!
Steve Reitmeister…but everyone calls me Reity (pronounced "Righty")
Editor of the Zen Investor
