agi.to - thanks, i love the way Kaiser writes, so thorough, throws in all kinds of detail and background, then rolls it all over a few times, saying the same thing different ways ... and he appears to be right more or less in re Alamos, market has it on probation, i'd like some at around 6.00 if/when that little gap closes, or if/when they have happy news and establish a trend north
Thanks for CyclePro too, he's great, his point in re dividends is a good one i think, we boomers will be looking for income streams before long ... anyway, the whole idea of a business not striving toward paying dividends, and increasing them over time, but only 'building shareholder value' through capital gains sort of seems fraudulent somehow, it's strictly Greater Fool Theory ... fine for a drillbit junior or developer, but ultimately the resource should be ending up in the hands of somebody who operates it well and passes a decent portion of profit to the shareholders ... and for a gold miner, wouldn't it be interesting if they paid a dividend in gold, maybe have simple three-gramme wafers stamped with their logo, pay fractions in cash
Note how both Kaiser and CyclePro bring up Bush and Iran ... could he be that whacked-out, to start up a war with them, well we shall see, he's got over a year left
Alf Field on the 'moment of recognition', when it becomes clear to a broader audience that a market is firmly bull [gold] or bear [usd] - kitco.com
Lots of interesting comment on the Analysis thread tonight, think i lean to going with George, quarter point and stern language ... and with vt, that gold should trade down heading into the meeting ... also with SD, that corrections - which we are guaranteed to get - may be sharp but they will be short - Subject 54201 |
