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Daniel Fridson  

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  • Banro Corporation: A Golden Investment Opportunity [View article]
    Good article. Despite political and economic risk in the DRC, Banro has avoided the conflict-prone areas of the country. Its decision to re-invest cash flows in infrastructure and community initiatives is a strategy that will pay long-term dividends and will go a long way towards building much-needed trust. For every other reason you mentioned, Banro has solid prospects for growth.
    Aug 25, 2011. 12:17 AM | 1 Like Like |Link to Comment
  • Can Gold Stocks Still Shine? [View article]
    FYI, African Barrick just doubled its dividends on common stock, and director James Cross bought 20,000 shares.
    Aug 25, 2011. 12:17 AM | Likes Like |Link to Comment
  • Can Gold Stocks Still Shine? [View article]
    While gold stocks are down the last couple of days, the long-term trend is unmistakably upward. The average investor is much more likely to buy gold bullion or ETF's, which leaves mining stocks as a less volatile proxy.
    Aug 25, 2011. 12:17 AM | Likes Like |Link to Comment
  • Cutting Our Gold Position As Mania Continues [View article]
    "I think the non-investing public is far more aware of what gold is doing than it was two years ago."
    Very good point. It is for this reason I beieve that mining stocks present a superior investment opportunity, as they undoubtedly benefit from gold mania yet have not been flooded with the same volume of investment dollars as gold ETF's or bullion.
    Aug 24, 2011. 03:11 PM | 3 Likes Like |Link to Comment
  • China, Emerging Markets Point To Double-Dip [View article]
    Great article and nice invocation of the skyscraper theory. I noticed that your analysis is focused on Brazil, India and China and the largely ignored warning signs therein. What about the traditional fourth in that group, Russia? Do you think that they have similar economic weaknesses and if so can they weather the storm through sheer force of oil revenues?
    Aug 24, 2011. 03:07 PM | 1 Like Like |Link to Comment
  • Global Rebalancing Will Come, But With Stagflation [View article]
    Populist movements often lead to short-sighted economic policy, but at least in the US, there does not seem to be a clamoring for protectionism at the moment. If anything, the budget crisis has led politicians to question such protectionist policies as farm subsidies.
    Aug 24, 2011. 03:06 PM | 3 Likes Like |Link to Comment