Setting The Scene Investors are maximum wrong at the top and maximum wrong at the bottom The largest gains are made when the market is maximum wrong and you are positioned exactly opposite of this overwhelming consensus In light of the above I ask you...
Continue reading » January 7, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Novo Resources 2 Comments The “newbie” premium and discount I know a lot of people who have bought a stock because it was “cheap” and when I have asked WHY they think it’s cheap they literally quote the share price. I have had this kind of conversation with both...
Continue reading » January 7, 2020 admin Gold & Silver Stocks, Investing Strategies No Comment Some juniors that I either own or am doing further due diligence on that I think are interesting that have flagship projects that are located in Canada: Manitou Gold (MTU.V) Alamos Gold and O3 Mining are strategic investors Red Pine Exploration (RPX.V) Alamos Gold is...
Continue reading » January 6, 2020 admin Gold & Silver Stocks, Horseman's Portfolio No Comment For a project to reach the critical threshold of becoming “mine worthy” is a long, hard and rare path. Yet, this is often not reflected when I look at relative valuations in the junior space. There are plenty of juniors who have run to $20M+...
Continue reading » January 4, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies 2 Comments As some people know I was hoping that Novo would stay a bit subdued until I could free up some more money but I gotta say that the chart is starting to look a bit scary for anyone who has been hoping that Novo would...
Continue reading » January 3, 2020 admin Uncategorized 2 Comments CLICK HERE to read the latest piece on TriStar Gold by Bob Moriarty. (I own shares of TriStar Gold and they are a banner sponsor of my site. Do your own due diligence!)
Continue reading » January 3, 2020 admin Bob Moriarty, Gold & Silver Stocks, Horseman's Portfolio, Tristar Gold No Comment CLICK HERE to listen to my latest interview with Cory Fleck of Kereport.com Companies discussed: Aloro Mining, Lion One Metals, Mandalay Resources & Argonaut Gold etc.
Continue reading » January 3, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Kereport, Podcasts/Interviews No Comment Two Junior producers that I have been nibbling on are Argonaut Gold and Mandalay Resources. Argonaut looks great from a risk/reward stand point IMHO and Mandalay is a much more risky bet, but should have more upside if they survive and thrive of course. I...
Continue reading » December 31, 2019 admin Gold & Silver Stocks, Horseman's Portfolio No Comment CLICK HERE to read Bob Moriarty’s latest article on Irving Resources, Lion One Metals and Novo Resources.
Continue reading » December 30, 2019 admin Bob Moriarty, Irving Resources, Lione One Metals, Novo Resources 2 Comments Things I learned or lessons that were reinforced: Don’t let other people influence you too much. If a case doesn’t make sense to you, even though it seems to make a lot of sense for others, you probably should stay out. One can’t “transfer” conviction...
Continue reading » December 22, 2019 admin Investing Strategies No Comment 
