Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

Mark Thomas

View as an RSS Feed
View Mark Thomas' Comments BY TICKER:
BYD, DBS, GLD, SLV, SLW
Latest  |  Highest rated
  • Why My Trading Strategy Began Changing March 15 [View article]
    I only have traded this year since Feb 13th and I have been dramatically outperforming the S+P 500 and your VIG benchmark.

    Return Since 2/13/13

    Stock Trading Coach Perform Vs. VIG
    13.44% 10.00%
    VIG
    3.44%

    Stock Trading Coach Perform Vs. S+P 500
    13.44% 10.58%
    S+P 500
    2.86%

    I use somewhat a combination of valuation and technical analysis for screening. However most of it is based on my instincts, following stocks for years and the market backdrop that I'm trading in.
    Apr 8 10:50 PM | Likes Like |Link to Comment
  • Currency Markets, QE4 And Silver Prices [View article]
    If you shorted at $34.40, why not cover at under $30 and now be long.

    You can't get one trade right and then miss the other?
    Jan 3 05:19 AM | Likes Like |Link to Comment
  • The Pause That Refreshes... Look For A Sharp Uptrend In Precious Metals [View article]
    silver price advisor.com likes silver better!
    Dec 7 02:14 AM | Likes Like |Link to Comment
  • Investment Demand Is Key To Rising Silver Prices [View article]
    SLV and SIVR allow JPM and HSBC to cheapen the cost of their derivative silver positions.

    PHYS does not. Take physical delivery of your silver or own PHYS!

    I like my silver held by custodian who doesn't have a conflict of interest, allows for physical delivery and if a short-squeeze occurs the premium will soar.
    Dec 6 07:30 AM | 1 Like Like |Link to Comment
  • Correction In Silver Is A Longer-Term Opportunity [View article]
    That is why ETF's are nice. I can sell with a click and commission is only $7. Last year when physical holders finally decided t sell, price wasn't $45, its was $35 in a couple of days.

    Physical is fine for a core holding, PSLV or SIVR are for swing trading and liquidity.
    Oct 24 05:01 PM | Likes Like |Link to Comment
  • Correction In Silver Is A Longer-Term Opportunity [View article]
    That is a good strategy too! Buy physical and hold can be a great strategy too. I would consider selling some on big rallies and buyback on big dips like 20%.
    Oct 24 02:47 PM | Likes Like |Link to Comment
  • Correction In Silver Is A Longer-Term Opportunity [View article]
    Stocks:

    http://on.mktw.net/QXNz0t

    Futures:

    Mini-Sized Silver 10/29

    http://bit.ly/WJecNT
    Oct 24 01:46 PM | Likes Like |Link to Comment
  • Correction In Silver Is A Longer-Term Opportunity [View article]
    We have almost corrected 10% off $35 high, I'm fully invested in silver for all of my precious metals exposure which is 50% of my overall invested assets.

    http://bit.ly/VpKmOP
    Oct 24 01:17 PM | Likes Like |Link to Comment
  • Correction In Silver Is A Longer-Term Opportunity [View article]
    I really like silver now between $30-31, 11.2%-14.28% off its recent $35 price high.

    http://bit.ly/VpKmOP
    Oct 23 12:42 PM | Likes Like |Link to Comment
  • Correction In Silver Is A Longer-Term Opportunity [View article]
    Sorry, that was:

    http://bit.ly/VpKmOP
    Oct 21 01:58 PM | Likes Like |Link to Comment
  • Are Rising Asset Prices An Illusion? [View article]
    My point is not so much that Keynes was wrong. It is the effects of Bernanke and these policies hurt the middle class and even the upper income and wealthy who have financial assets while they think their asset prices are increasing, it is more of an illusion than reality.
    Oct 11 03:36 PM | 2 Likes Like |Link to Comment
  • James Turk: Update On The Gold Fundamentals [View instapost]
    I love Gold and Silver long-term but markets might get shaky her over the next month. I suggested subscribers to GoldSilverGains.com take profits and raise cash. I'm more concerned about a correction in the miners than the physical.
    Oct 10 01:39 AM | Likes Like |Link to Comment
  • Bullish On Precious Metals Yet Taking Some Profits [View article]
    I agree and I always promote the concept that it is all right to take s of some profits on on just portions of your positions and yet retain some core metals or mining positions. You have to understand at the beginning of the quarter I was the equivalent of 140% in precious.
    Now between my ETF and mining positions I'm only about 45% invested. I have reduced my exposure now my almost two thirds yet still suggest having 45% in precious metals.
    Oct 6 11:15 AM | Likes Like |Link to Comment
  • Bullish On Precious Metals Yet Taking Some Profits [View article]
    IAG looks interesting on a valuation basis.
    Oct 4 08:30 PM | Likes Like |Link to Comment
  • Bullish On Precious Metals Yet Taking Some Profits [View article]
    My issue with the miners is that they trade at about 5 times revenue. That is fully valued in my opinion historically so that is why I only have 40% exposure now. At these levels they need an explosive move higher in the physical price to justify another leg higher.

    Since authoring this article and it getting published I sold another 10% position in Endeavor SIlver (EKX). I now only own Kinross (KGC) and Newmont (NEM) because they trade around three times revenue. I also own the Junior miners ETF (GDXJ) because I like having exposure to junior miners but not in specific stocks, just a basket.
    Oct 3 03:43 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
38 Comments
37 Likes