fxtrader07

Safe Haven Investments Amid a Global Crisis

fwiw, i would buy physical palladium and platinum and/or the futures - but avoid dogs like pal. swc might have decent chance since their hedges are expiring this year (and some of them have in the past quiarters already). Looks like they timed this as perfect as everything else. going fully hedged through the bull market and coming off naked when the metals crash. well done.
but that being said, the pgm bull has further tio run - at least in this point i agree with mark.

Safe Haven Investments Amid a Global Crisis

just two major issues that the author conveniently ignores:
first, just by looking at the share prices of swc and pal anyone can figure out that they do not exactly look like, uhm, 'safe heaven investments'.
second, pal and to e little lesser extent swc have so far managed to abolutely screw up quarter after quarter after quarter. The auhtor should seruiously ask himself whether these two companies will ever be able to profit from a palladium bull that he envisages. chances are, palladium might indeed catch up with platinmum - while two companies will still make no money.
so far, their mgmts suck and the fundamentals suck. it's yet to be seen what will happen when fundamentals go better. i for my part don't hold my breath to find out