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Christopher F. Davis

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  • Gold, Silver And Bears Oh My: What Is Behind The Huge Sell-Off? [View article]
    All of this printing will lead to inflation. May not be today, may not be tomorrow...but it will come.
    Apr 13 03:44 PM | 13 Likes Like |Link to Comment
  • Silvercorp Management Misled Investors With A False Cash Flow Forecast And Delayed Negative News [View article]
    Alfred Little "Has no positions in SVM by MAY initiate a short position..."

    Id like to see that documentation. It was my understanding you had been a vehement short against SVM.

    full disclosure: I have NO position in SVM but have written about the strengths and weaknesses of the companym including the battle with alfred little.
    Feb 27 12:19 PM | 11 Likes Like |Link to Comment
  • Apple (AAPL -5.8%) has hit levels last seen in Dec. '11 following Cirrus Logic's warning and a Digitimes report about declining iPad Mini shipments. Cross Research calls Cirrus' warning "a reminder of weakening demand, and the challenges around product transitions" for Apple. Tero Kuittinen, noting sub-30M June quarter iPhone sales estimates and worries about the margin impact of emerging markets promotions, thinks "several nightmare scenarios have been priced in." "The naked fear of former Apple bulls is exactly what we need just before the earnings come out." [View news story]
    Just printed a three handle. After this quarterly report, the stock will have a market cap that is a lil over 2x its CASH. Really?
    Apr 17 12:57 PM | 9 Likes Like |Link to Comment
  • Buy Today's Sell-Off In Silver [View article]
    I wouldnt hold my breath on this government abolishing any form of tax
    Dec 13 07:39 PM | 8 Likes Like |Link to Comment
  • Gold, Silver And Bears Oh My: What Is Behind The Huge Sell-Off? [View article]
    Agree. Id add that long-term holders should be adding a bit on the weakness, particularly adding to silver.
    Apr 13 03:49 PM | 7 Likes Like |Link to Comment
  • Apple May Be Deadweight Now, But Just Wait Until The Next Great Innovation Is Released [View article]
    Long (AAPL) painfully. Thought i had a bargain at 580, then 510....its long-term so im not worried. Id like a dividend boost though. 3.00 a share quarterly.
    Feb 27 03:07 PM | 7 Likes Like |Link to Comment
  • Why Gold Prices Are Not Going Up In The Midst Of Massive Global Money Printing [View article]
    Agree Fish Fryer.

    For anyone looking for the alternative side of this argument see the following, just as examples:

    http://seekingalpha.co...


    http://seekingalpha.co...


    http://seekingalpha.co...

    http://seekingalpha.co...


    http://seekingalpha.co...

    http://seekingalpha.co...


    Best statement above, paraphrased: This is standard deflation before the bounce in inflation which will rocket the metals. The growth should look like leaning staircases...long-term this is shaping up on the chart nicely. Short term it could come down more. im a buyer
    Mar 4 12:24 PM | 6 Likes Like |Link to Comment
  • Gold Ready To Climb? 20 Gold Stocks With Big Upside [View article]
    Talk about ticker abuse, I cannot believe they gave you all of these tickers in the headline. Others write a paragraph and they remove. Not your fault, its an editorial comment.

    Second, NUGT is a SHORT-TERM play only. And its not a "stock". investors should hold this for no more than a few weeks at a time. The concept of slippage is too strong.

    Third, you dont even include the BEST gold miner on this list, which is (AUY). A bit more coverage of at least (GG) and (ABX) should have been done.

    All in all I agree with your general 'thesis' but this merits a blog post at best and is quite frankly a dangerous article. GLD? Try PHYS.

    Thank you for the article.
    Feb 7 03:12 PM | 6 Likes Like |Link to Comment
  • Battle Of The Heavyweight Gold Diggers; Who Comes Out On Top? [View article]
    Is there a question relevant to the material? Apologies im an analyst not a english writer. My mind boggles having to respond to such petiness.
    Aug 14 09:30 AM | 6 Likes Like |Link to Comment
  • 9 Ways To Profit From Falling Off A Fiscal Cliff Or A Last Hour Deal In Washington [View article]
    Well yes, but significantly. And im thinking the leveraged funds are they way to ride the direction that will be determined by this major event.
    Nov 24 06:40 PM | 5 Likes Like |Link to Comment
  • Gold, Silver And Bears Oh My: What Is Behind The Huge Sell-Off? [View article]
    a 1964 dime can buy a loaf of bread with its silver content. a 1965 dime is lucky to buy a slice of that loaf. In other words, silver and gold HOLD their value over time as paper dollars become worth less and less by the day.
    Apr 14 12:26 PM | 4 Likes Like |Link to Comment
  • Gold, Silver And Bears Oh My: What Is Behind The Huge Sell-Off? [View article]
    Fantastic analogy. Brilliance. True and effective.
    Apr 13 09:52 PM | 4 Likes Like |Link to Comment
  • Gold, Silver And Bears Oh My: What Is Behind The Huge Sell-Off? [View article]
    Excellent comment Moon. Completely agree that Cyrpus should keep its gold (they have something like 40 tons if I remember but dont quote me on that). The US...I dont trust a word they say. One reason I advocated OWNING physical metals in part of your portfolio.
    Apr 13 03:43 PM | 4 Likes Like |Link to Comment
  • NGOs Thwart Miners, Skew Sector Outlook [View article]
    Nice article.

    I would encourage you next time to define NGO in the text for readers that are not familiar. Im surprised the editors didnt raise this.

    Also, I would argue its a great time to get into the streamers, (SLW) and (SAND) while im here. lol.
    Mar 14 03:05 PM | 4 Likes Like |Link to Comment
  • The End Of An Era: Gold $2,500, Silver $60 By June 2013 [View article]
    I believe gold has bottomed. The chart is signaling this, its not confirmed, but its looking this way. As many of you know, I am a LONG-term bull on the precious metals. I think you go physical, maybe play (PHYS), or (PSLV), (SPPP), or buy a streamer or one of the top miners (AUY) (GG) etc.... They are still seeking a bottom

    However, I am appauled that seeking alpha published this article with this current title. Its sensationalistic in a way, calling for nearly a 75% gain in gold and a 110% gain in silver in 3 months.

    If you said June 2015, it would be more reasonable.

    That said, I hope you are right but I wouldnt hold my breath
    Mar 5 09:26 AM | 4 Likes Like |Link to Comment
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763 Comments
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