I love the comments by Peter Lynch in the video below. That thinking is why I would prefer miners to stay low, and even go lower, as long as I have money to invest. It’s simply because I think mining stocks have probably not been...
Continue reading » March 31, 2020 admin Gold & Silver Stocks, Investing Strategies No Comment We are seeing a mining sector with “artificial” pricing right now. Price is not reflecting value at all, across the board. It might even diverge further even though even the producers look cheaper than the 2015 bottom. Nothing makes sense right now. Theoretically this price...
Continue reading » March 14, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies 1 Comment Think about some of the stocks you own and/or are itching to buy. Now, consider the following critera/scenarios and notice how your picks will decrease (narrow)… What shares of companies would you buy/own if… You had to hold the shares for 3 years? You had...
Continue reading » October 1, 2019 admin Investing Strategies No Comment I have been watching tens of hours of value investing videos lately, especially ones by Mohnish Pabrai, who is a student of Warren Buffett. Mohnis talks a lot about the “magic” of compounding. On that note, I hope I have become at least 1% better...
Continue reading » September 26, 2019 admin Recommended Reading No Comment I have been reading the book “The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor” written by the billionaire fund manager Howard Marks lately. It’s a very good book that covers some very important mind set tools, that is useful for any stock picker...
Continue reading » December 10, 2018 admin Investing Strategies, Novo Resources, Pilbara No Comment According to this graph, we are currently at a point in time with the best risk/reward for a value investor (contrarian) in the commodity space, in decades. Situations like this are obviously very rare and should be taken advantage of IMHO.
Continue reading » June 8, 2017 admin Gold, Silver No Comment 
