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...
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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...
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March 22, 2021 admin
Investing Strategies
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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...
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March 18, 2021 admin
Investing Strategies
3 Comments
Now is not the time to be a lazy investor. Now is the time to set the portfolio up for the next upswing. It’s basically time to do real work (due diligence) that will supercharge the portfolio. I am personally finding a few new picks...
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March 10, 2021 admin
Gold
2 Comments
#1 Margin of Safety > #2 Probable Growth > #3 High Potential Growth #1 – Can’t compound a loss #2 – Half a bird in the hand is better than one in the bush #3 – Upside surprise Companies that fit all three are few...
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February 25, 2021 admin
Gold & Silver Stocks
2 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...
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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...
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December 9, 2020 admin
Investing Strategies
2 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...
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November 18, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies
4 Comments
Jeffrey Gundlach, CEO of DoubleLine Capital, has evolved his investment style over the years, and although he is still the “bond king”, increasingly he has become multi-asset with a focus on getting the macro right. In this interview with Real Vision CEO Raoul Pal, Gundlach...
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November 11, 2020 admin
Gold
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Many juniors are already back down to levels that are pricing in lets say $1,300 gold. This is probably the best investment environment I have seen in at least the last four years and I got stink bids in all over the place. Sure there...
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October 29, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Uncategorized
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