Like I discussed the previous post today I think the average, high-quality junior is around 200% undervalued right now. Yet I believe that a majority of people are worried about the downside… “Gold could go lower!… Miners have not bottomed yet!” etc. But this worry...
Continue reading » February 11, 2022 admin Investing Strategies No Comment Discussing why I think stock picking is the most optimal way to play any market and why I think the price of gold, silver and mining indices is noise that could affect your portfolio returns in a negative way. (Feel free to subscribe on Youtube)
Continue reading » December 30, 2021 admin Investing Strategies 1 Comment In a good market positive news release will be discounted. In a really good market positive news releases will be overly discounted (overvalued). I remember Garibaldi Resources reaching a Market Cap of something like >C$400 M before the first assay results were in. I think...
Continue reading » September 16, 2021 admin Investing Strategies 4 Comments 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 Peter Lynch, former manager of the Magellan Fund at Fidelity, gives some words of caution during a 1997 speech.
Continue reading » January 19, 2021 admin Investing Clips No Comment 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 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 With the precious metal market heating up I get some emails and messages from people who are keen to learn about investing in this space. Contrary to most newsletter writers etc in this space I tend to focus on Investing Theory because I think it’s...
Continue reading » September 7, 2020 admin Investing Strategies 1 Comment I like this tidbit from the legendary Jack Bogle where he talks about the blessing of low prices (market corrections): … We all know everyone and their mother is always hoping for their stocks to go up today, tomorrow and the day after until eternity....
Continue reading » August 26, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies, Novo Resources No Comment 
