A more conservative portfolio that I manage that is supposed to be “hand off”. In other words I don’t make adjustments more than perhaps once a month at most. The focus is on Margin of Safety and a long runway for growth although there are...
Continue reading » August 17, 2021 admin Gold & Silver Stocks No Comment This is by far the best investing environment in junior miners I have ever seen. I remember getting nosebleed greedy during the 2015-2016 bottom right before the best quarter rally of all time. I am getting that same feeling right now but this time around...
Continue reading » August 16, 2021 admin Gold & Silver Stocks No Comment I’m starting to feel like I did in 2015/2016 before the epic Q1 rally of 2016. Back then I didn’t know much about mining but I understood enough to realize that the valuations were absurdly low in the junior miners. Everywhere I looked I saw...
Continue reading » August 16, 2021 admin Gold & Silver Stocks 2 Comments A lot of people are tempted to sell juniors because they think gold/silver will head lower. Even though the juniors are cheap relative to especially the current price of gold there is of course a high likelihood that said juniors would get even cheaper if...
Continue reading » August 9, 2021 admin Gold & Silver Stocks 3 Comments There are a lot of cheap juniors out there but these are some of the best “bang for the buck” that I have found and currently own. Note that these are small positions (<1% on average) but the valuations would suggest that a small position...
Continue reading » August 3, 2021 admin Gold & Silver Stocks No Comment Prosper Gold’s (PGX.V) blue sky potential increases with the expanded size of the gold in till anomaly. Altamira Gold (ALTA.V) starts drilling the large Mutum target. Magna Mining (NICU.V) is one cheap and advanced Nickel junior. Juggernaut Exploration (JUGR.V) commences drilling of two gold/silver targets...
Continue reading » August 3, 2021 admin Gold & Silver Stocks 1 Comment Daily swings in metals and miners will make you want to buy or sell on impulse. Daily commentary on stocks across forums and twitter makes you greedy or fearful in the moment. None of the above should lead to a buy or sell decision. Try...
Continue reading » August 2, 2021 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies 1 Comment Since I have been on a site visit I haven’t followed the market that closely but I did read that yesterday was a slaughter. I checked some individual names and some were down like -18% even though gold was only down -0.9% and silver down...
Continue reading » July 17, 2021 admin Gold, Gold & Silver Stocks, Investing Strategies 5 Comments Some companies that should have pretty heavy news flow for months to come… New Found Gold (NFG.V) 200,000 m of drilling #8 Drill rigs operating Multiple targets Lion One Metals (LIO.V) Open ended drill campaign #6 drill rigs operating Multiple targets Labrador Gold (LAB.V) 50,000...
Continue reading » July 11, 2021 admin Gold & Silver Stocks, Horseman's Portfolio 2 Comments Remember that sentiment goes from bad to good and good to bad… Always. Remember not to judge your long term returns based on a peak or during a bottom. Remember that Price is what you pay and Value is what you get. Remember that the...
Continue reading » July 11, 2021 admin Gold & Silver Stocks 3 Comments 
