Marc Courtenay

Invest in Gold Miners, Silver Miners, or Both?

That's correct Old Trader. North American governments only nationalize insurance companies, mortgage companies and banks, or at least we hope that is where they'll stop :)
I'll be following you so please keep your comments and observations coming.

Invest in Gold Miners, Silver Miners, or Both?

Today has been interesting when it comes to what is "shining". It is the silver miners who are up the most and gaining by the biggest percentage. HL,SSRI, SLW, and PAAS have gained much more today than GG, AEM, ABX, IAG, or KGC. Is this a harbinger of what is ahead? Probably, and for every dollar I'm investing in gold-related investments going forward I'm inclined to put two dollars into the silver related ones. For less risk, less gain, other than owning the physical asset outright, I like CEF, SLV,andGLD.


On Apr 23 01:31 PM GMiki1 wrote:

> Own both. GG--not overpriced IMHO. Sabina Silver looks good. Owen
> some juniors. The market may be manipulated, yes, but these types
> of stocks will go up. Moreover, deflation is the stage prior to inflation.

Invest in Gold Miners, Silver Miners, or Both?

I sure don't blame you. Please make sure that whoever manages your money doesn't have a conflict of interest and is "on the same side of the table" as you are...please.


On Apr 23 08:56 AM too old wrote:

> I agree with this line of thinking but since I am "too Old" I am
> turning over my portfolio to ZACKS for management and know they will
> sell my holdings in ABX, AEM, SLW, SSRI, SLV, GDX, AUY, EGO, IAG,
> PAAS, and AZK. I will continue to hold physical gold and silver.
>

Invest in Gold Miners, Silver Miners, or Both?

It is partly the geopolitical areas where they mine. North American producers like GG and AEM seem to get some kind of "safety premium" geographically. IAG also gets a premium as it is perceived as a "takeover" candidate. Keep the comments coming please!


On Apr 23 10:53 AM GUS100CORRINA wrote:

> A couple of questions for everyone?
>
> Why does AEM, IAG keep coming up as better value over AUY and others?
>
>
> When I look at metrics like P/S, P/CF, P/E, Debt/Equity, etc ...
> AUY is comes to top of all value metrics. Even PEG is much better.
> Why would any one buy AEM which has a P/E nad P/S ratio that is 8
> times AUY. I keep hearing AUY getting knocked on Cramer with comments
> like ... " I just don't like it" ... with not facts behind statement.
> My question is: "What is it you don't like or about which you have
> a concern?"
>
> Is it that analysts just don't like AUY's CEO Peter Marone?
>
> I really don't get it?

Short Squeeze in Silver - How to Profit

Good reporting Jason and good sources to quote. It wouldn't surprise me to at least see silver test its 2008 high of around $21. Thanks for your article.

Ron Paul's Investment Portfolio

Very interesting and something I would have overlooked. Thanks!