Thanks for the invite to the group. My thinking is that gold (and silver) look to be heading into a new upleg that should establish new highs over the next 3 - 6 months. My favorite analyst as far as gold price predictions is Alf Field, who's been pretty consistently correct in his Elliot wave analysis of where the gold price is going.
Unfortunately, there's still no love at all for the juniors, and a lot of companies with pretty good resources established are getting no credit at all right now (PEZ, BBR, NFR, etc.). So for me right now, I'm staying out of the TSX-V until the index (or at least the PMs on the index) start showing some strength. Took too big a loss waiting for PEZ to recover from its big selloff earlier this year, and I need to see some momentum in the sector before I commit any cash. Possible exceptions are ANI and SGR, but these ones are fighting the trend so I'm hesitant.
I think the juniors time will come and when it does it will be awesome, but patience is a virtue - no point tying up capital in downtrending markets.
The only plays I see right now with any life in the Canadian market are the large cap golds (AEM, G, K) and some of the smaller established TSX explorers (GEA and PG - PG - Premier Gold, being my personal favorite right now, but I also have small positions in ECU and RMX).