A Value Investor’s Dream
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Continue reading » Category: Gold & Silver Stocks
Different Types of Stories
Below are some favorites of mine from different categories (advanced to earlier stage). In my opinion the junior sector is currently severely undervalued across all categories so it’s a smorgasbord for investors who can pick and choose bargains from any company one is comfortable with....
Continue reading » Versions of Greed: Common Mistakes
Many know greed in the form of FOMO (“Fear of Missing Out”). This tends to happen when a security is quickly going up a lot. One thinks that it will “run away from me” and it’s best to get in no matter the valuation etc....
Continue reading » Example Portfolio
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 » This is it (or close to it hehe)
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 » This is The Best Environment I Have Seen in 6 years
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 » Discoveries And Bear Markets: Uncommon Common Sense
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 » Bang For The Buck – Micro Cap Edition: $MEK.V $OPHR.V $HWG.CN $PEX.V $AUCU.CN $TG.V $FYL.V $JUGR.V
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 » Quick Thoughts: August 03, 2021
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 » Looking Ahead Creates a Big Edge (ESK.V CBR.V WRM.AX NVO.V RKR.V ELO.V LIO.V)
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...
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