Greed is good if it is rational. To become more greedy at the right time takes discipline, conviction and a value investing mindset. Also I think it is important to view stocks as shares of an actual company and not just pieces of paper… That...
Continue reading » March 22, 2021 admin Gold & Silver Stocks, Investing Strategies, Uncategorized 12 Comments A few things to consider… The junior miners are so cheap, on average, right now that there is really no need to go sifting through the trash bin. Identify the companies with great management, money in the bank and high quality projects. Put all companies...
Continue reading » March 22, 2021 admin Investing Strategies No Comment With miners showing the best risk/reward opportunities I have ever seen across the board it makes it much harder to decide which companies to put more or less money into. A few months ago when valuations were higher there were maybe 5-10 absolute no brainers...
Continue reading » March 18, 2021 admin Investing Strategies 3 Comments In this piece I will discuss some of the criteria I use when evaluating junior exploration plays as well as touch a bit on how I think in terms of timing. Hopefully you will find it helpful in your own investing endeavors. Setting The Scene...
Continue reading » February 9, 2021 admin Horseman's Portfolio, Investing Strategies 2 Comments One strategy I think one could pretty much beat the index with every year is to pick up sleepers in the form of cashed up juniors who explore in the parts of the world where snow makes it impossible to work for almost half of...
Continue reading » December 9, 2020 admin Investing Strategies 2 Comments Exploration is very risky as most people will know and only a fraction of all the exploration targets out there will ever become a material discovery. Thus, the people factor is extremely important since the exploration “champions” would not bother with anything other than the...
Continue reading » November 20, 2020 admin Inflection Resources, Investing Strategies 4 Comments Flashback to 2015/2016: Portfolio went down 48% in just a few months during the bottom grind. During the next 8 months it went up 500% and the return over the 11 month period was 212% even though I obviously didn't pick the exact bottom. #Perspective...
Continue reading » November 18, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies 4 Comments Confusing risk and uncertainty is probably the most common mistake I see investors doing. Confusing risk and volatility is another big one. Risk is not where the share price will go in the short term (unless you are purely a short term trader). High uncertainty...
Continue reading » November 16, 2020 admin Investing Strategies 1 Comment Yesterday I discussed Eskay Mining and NuLegacy Gold with Cory Fleck on Kereport.com which can be accessed HERE. Anyway, I got a bit inspired to explain my case on both in a bit more detail and Why I like Eskay Mining at C$151 M The...
Continue reading » November 13, 2020 admin Eskay Mining, Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies, NuLegacy Gold, Uncategorized 1 Comment If there is anything that is certain in investing, and pretty much most things in life, it is that nothing is certain. When I see people using absolutes while at least indirectly making a case for or against an investment you know from the start...
Continue reading » September 29, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies, Novo Resources 4 Comments