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brmsam

brmsam
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  • Play The Spread: Short Gold And Long Silver [View article]
    How would you trade it? Which instruments?
    Apr 22 01:28 PM | 1 Like Like |Link to Comment
  • Worried About A Silver Selloff? Buy Silver Wheaton Instead [View article]
    Dear author,
    First, I have been long SLW through this downturn and got caught long calls on SLW and SLV over the past week. Needless to say, much of what I had invested went up in flames. So, any reason for hope warms my heart.

    Having said that, you're logic here seems like a rationalization and a little irresponsible to print. Sure, long-term contracts hold less risk than short-term contracts but, nevertheless, SLW is still, contrary to your statement, very "highly leveraged to the price of silver." How can you say that is "incorrect." SLW fixes its costs and sells into a variable-priced silver market. So, please explain how it is not highly levered to silver?

    Sure, the long-term contracts may allow SLW to remain profitable over the long-term but it would be more profitable with higher silver prices and less profitable with lower silver prices.
    Apr 16 01:04 PM | 2 Likes Like |Link to Comment
  • Silver Wheaton: 80% Production Growth By 2017, With Dividend Boosts [View article]
    Just curious, how far out are your spreads?
    Mar 25 07:34 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    There's a difference between not being "able" versus choosing not to.
    Mar 11 05:36 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Please explain why you were not able to pull the trigger on SLW?
    Mar 11 01:35 PM | Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    Matt,
    What's up with AIG selling off after earnings? Looks like a buy to me. Thoughts?
    Nov 2 09:17 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    I too would like to hear the answer to TFCAB's questions.
    Oct 16 11:22 AM | Likes Like |Link to Comment
  • 4 Reasons Gold May Break Through $1800 Next Week [View article]
    I'm a little skittish about PM at the moment having made a bundle over the last month and trimmed positions. I'm not sure whether to continue to trim positions or use dry powder to reload. My question is this: If the overall market corrects during October, what will be the effect on silver and gold? Will they trade with the market or rise?

    Would appreciate any feedback one has.
    Oct 8 12:03 AM | Likes Like |Link to Comment
  • 5 Stocks Up With Insider Buying, Fundamentals And Upside: 4 Buys, 1 Sell [View article]
    I agree with the analysis here but don't the markets seem a little frothy? I'm reluctant to add to equity positions at the moment. Thoughts?
    Sep 18 09:39 PM | Likes Like |Link to Comment
  • Bond Prices Collapse And Gold Explodes: Weekly Metals Report September 17 [View article]
    Please elaborate regarding your view of gold and oil.
    Sep 17 02:33 PM | 1 Like Like |Link to Comment
  • Silver's Stealth Rally [View article]
    "lucrative short opportunities"?

    I assume you meant "short-term opportunities."
    Sep 14 09:34 AM | 2 Likes Like |Link to Comment
  • Mercedes Ben [View article]
    In your opinion, what's the best way to play it?
    Sep 14 12:46 AM | Likes Like |Link to Comment
  • Precious Metals Break Out On Open Ended QE Announcement [View article]
    One can always count on self preservation to win out in the end.
    Sep 14 12:42 AM | 1 Like Like |Link to Comment
  • Overbought And Oversold ETFs [View article]
    To the author:
    Please keep pushing this perspective. We need SLV and GLD sellers to keep fueling the rally.
    Sep 13 09:15 PM | Likes Like |Link to Comment
  • Precious Metals Break Out On Open Ended QE Announcement [View article]
    Made 57% today thanks to silver and gold options. Buckle up here we go!!!
    Sep 13 09:03 PM | 1 Like Like |Link to Comment
COMMENTS STATS
47 Comments
9 Likes