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Smallcaps With Attractive Price-to-Book Ratios [view article]
Hi Jakester. Here are two brief ideas…1) This is a long term strategy, so the results after 9 months have little relevance (feel free to read some of the research reports linked above if you want more information).
2) The overall stock market is down significantly since the list was posted in October 2007. However, the majority of the stocks on the list have actually outperformed the S&P500 and the Russell 2000 Value, so by those benchmarks performance has been good.
Thank for your comments. Reply
Smallcaps With Attractive Price-to-Book Ratios [view article]
Performance has been horrendous as of 7/10/08. Your thoughts on why?? ReplyEditor
Hedging Gold's Volatility [view article]
Georealist - If you look at the revenue obtainable from HL's production at current prices (say gold at $900/oz and silver at $17/oz), each metal fetches about $96 million. A pretty even split.Help me out with your last comment, though. Subscribe? Subscribe to what? Reply
Hedging Gold's Volatility [view article]
I wouldn't ride that pony around the block with Agency....shorting is a VERY dangerous game in mining...for silver miners go CDE...for Gold stick with the ETFs...GLD is fine...You mirror the upside on the least volatile metal..and have the potential for a parabolic run on the most volatile (silver)....Of course..don't expect too much from Hard Asset whatever unless you subscribe....
By the by...Alpha publishes, knee jerk fashion, too many..WAY TOO MANY...knockoff articles sourced from other analysts..and people hawking their wares....A little due diligence needs to happen.... Reply
Hedging Gold's Volatility [view article]
Two strats I like to employ are to go long specific gold company leaders and short the laggards. Worked well with long agnico, short newmont. Another is to play the gold / gold stock ratio. Currently, best to be long gdx, short gld with a .5 dollar hedge ratio. ReplyHedging Gold's Volatility [view article]
Interesting intro to the subject...I don't know that HL (Hecla) could really be classified as a Gold stock..in 2007 they produced 107,000 oz of gold...5.643 million oz of silver..Sounds like a silver stock! Replyplaintiff
Who's Buying Up Shares of New Gold? [view article]
i think you missed the investment of the us treasury and feds into the fold, silver, and other metals i the past seceral weeks. this was in the hundreds of billions. ReplyEditors
General Discussion on NGD
Is this a buy or a sell? Reply