Mike Arnold
Value, growth at reasonable price, long only, tech

Why I Am Long NovaGold

To say that investors are bearish on gold and, in particular, the gold miners, is a trite point of view in the summer of 2013. Everywhere you look, blogs, newspapers, CNBC, cocktail parties, it doesn't matter: investors are terribly negative on the precious metal.

But along with the negativity has come a drastic decline in prices and expectations. Low prices and low expectations, though, a...

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