What is Your Edge(s)? Longer time horizon: Buying something that is undervalued relative to the expected catalysts on a >6 month basis on contrast to the market which focuses on the next news release. Basically you are playing a different kind of investing game relative...
Continue reading » June 28, 2021 admin Investing Strategies 2 Comments I’m not a geologist. I am not a mining engineer. I am not a “trained” finance guy even though I studied economics in university… On paper I guess I shouldn’t be successful when it comes to mining investing… However I have been pretty successful and...
Continue reading » June 22, 2021 admin Crescat Capital, Investing Strategies 14 Comments What happens at every top regardless of security type? People start forgetting about risks and start focusing on, and pricing in, all the blue sky scenarios. At the same time the RISKS to the downside are actually INCREASING and risks to the upside are diminishing....
Continue reading » April 20, 2021 admin Novo Resources 19 Comments 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 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...
Continue reading » 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...
Continue reading » 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...
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 
