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  • Don't Feel Bad If You're Not Making Money In This Market [View article]
    It's a greed market because stocks go up even when the fundamentals for the companies are quite mediocre. Decidely mediocre companies in USA I look at are on 20-22x P/E. COst of debt capital is zero yo' so the stocks are cheap, just plug "O' into your CAPM to see.
    Feb 18, 2015. 11:45 AM | Likes Like |Link to Comment
  • Kindred Biosciences: Unique Veterinary Drug Company Trading At 1.2 Times Net Cash [View article]
    Patience and tolerance . Some of the mega cap pharma companies had big failures in early days...
    Feb 12, 2015. 01:58 PM | Likes Like |Link to Comment
  • Key Takeaways From Yamana Gold's 4Q Report [View article]
    This is a takeover candidate at this point.
    Feb 12, 2015. 07:59 AM | 2 Likes Like |Link to Comment
  • IAMGOLD: A Falling Stock Price In The Face Of Improving Fundamentals Presents A Unique Opportunity [View article]
    So much for "Avi whoever he is..."
    Jan 28, 2015. 03:28 PM | Likes Like |Link to Comment
  • Is Yamana Gold's Situation So Dire? [View article]
    While I don't disagree with conclusion per se, Agnico eagle is a unique premium assets. First it participates only in geopolitically pristine jurisdictions vs Yamana which has some assets in dicey places like everyone else. Secondly AEM is weighted to underground mines which mean its reserves are alwways gonna be better than advetised. Finally AEM has probably one of the three best management team in global gold mining vs. Yamana see above. Management change is a catalyst though dudes.
    Jan 28, 2015. 02:19 PM | Likes Like |Link to Comment
  • Is Yamana Gold's Situation So Dire? [View article]
    AUY has been beaten mercilessly on sentiment over writedown and the equity raise. Both are storm in a tea cup. The write down while disappointing as it illuminated past management mis-steps, is entirely non-economic on a forward looking basis and was always EXPECTED intrinsically based on P/BK value ratios. The equity raise, while at a poor price and perhaps poorly times is very SMALL and credit enhancing. The silver linings are huge. For example the implied price you are paying now for Candadian Malartic by buying AUY now is much lower than 2014 since so much of the deal was paid in SHARES at higher prices. Energy and currency are emerging cost TAILWINDS. NEGATIVE real rates are looming all over the developed world and miners deliver a real yield unlike the commodity. We haven't seen such positive dynamics in a decade outside of crisis. AUY is a no brainer and getting sucked into the emotional selling will likely prove very costly in future. If AUY doesn't perform it seems to be vulnerable to a larger well financed player.
    The Deep
    Jan 27, 2015. 01:53 PM | 7 Likes Like |Link to Comment
  • Update: How I Feel About Goldcorp Buying Probe Shares From Agnico Eagle [View article]
    Agree with HensD. Market did not care when a bit of $$ came in for Wharf asset and no one care if a little $$ leaked out for Probe asset. This is $20bn market cap stock dude.
    Jan 21, 2015. 03:45 PM | 1 Like Like |Link to Comment
  • Sell NovaGold: Market Vastly Overvaluing Donlin [View article]
    Everyone likes NG because Klarman owns it. That' s it. What a joke. Klarman (his team!) has owned many many things that have blown up, and has shown bad bets across energy and materials. Copy him for biotech fine but it is lazy and stupid to like this because klarman owns it. When you own NG you own a no cashflow entitly that will require massive capex and future equity raises. It is really an option on much much higher gold prices, which is why Klarman might own it (insurance on whole portfolio).
    Jan 20, 2015. 02:16 PM | 1 Like Like |Link to Comment
  • Update: Alamos Gold Receives Government Injunction On Agi Dagi [View article]
    Stock closed up on this in Canada, implying this step was expected and part of the process.
    Jan 20, 2015. 09:27 AM | Likes Like |Link to Comment
  • Update: Yamana Gold Announces A $218 Million Equity Offering [View article]
    It's very unlikely this arbitrator ruling is going to be paid based on the reaction in the shares of this argentine gold company.
    Jan 15, 2015. 03:20 PM | Likes Like |Link to Comment
  • Prepare Your Portfolio For Market Turbulence [View article]
    Everybody has a plan until a nasty old wave hit them.
    Dec 16, 2014. 04:14 PM | Likes Like |Link to Comment
  • Is The Recent Market Decline Really A Rout? [View article]
    I guess Ricardo. From where I sit writing about the second derivative of Mr. Market is particularly useless. There are not may great investors who got wealthy interpreting ever shorter and shorter periods of "perception". The S&P is up double digits this year so the idea the sky is falling can only be the authors or daytraders who measure Mr. Markets mood by the hour. The headline at top of article is typical for any period in this bull market e.g., "European stocks plummet on deflation fears...blah".
    Dec 11, 2014. 10:00 AM | Likes Like |Link to Comment
  • Agnico Eagle Mines: A Gold Miner For The Rebound [View article]
    I link to your article and it showed IAG had earnings LOSSES in Q3. That included the profitable mine they sold to get the $500m cash. So the portfolio ex-Niobidum is an even bigger loss at today's gold price. I'd stick with AEM unless you feel gold prices going vertical.
    Dec 10, 2014. 07:50 AM | Likes Like |Link to Comment
  • Agnico Eagle Mines: A Gold Miner For The Rebound [View article]
    IAM Gold is losing money left and right at the current gold price, so I am not sure how its AISC an possible be $1,125? AEM is a stud particularly given the location footprint and underground mines. Canadian Malartic a much better pick of for Agnico than AUY which couldn't handle the debt in light of inferior b/sheet and Brazil waste of life writeoffs.
    Dec 9, 2014. 08:58 PM | Likes Like |Link to Comment
  • The Long Case For Consolidated-Tomoka: 45-55% Upside [View article]
    This stock was worth $100 when it traded a $25. Just because a misplaced asset has run doesn't make it pricey. Party just getting started in this micro cap. I just with JOE & TRC could have the same CEO (Albright) who is clearly on the ball based on annual report commentary and value creating corporate activity. LONG CTO. ISCA +CTO is the Daytona twosome.
    Nov 23, 2014. 10:17 AM | Likes Like |Link to Comment