Companies I own, all discussed on and many called to my
attention on this board, include (by Elizabeth's categories)
#1: calls on NEM
#2: calls on GG, GLG, AEM
#3: CBD.TO
#4: none yet, but below-market bid in for MNP.V
#5: long list, all Canadian, including YMC/U.V, YWO, RMX, NGT, SUL, SML, BGI, MDN, CKG, MOY, TNX, XCL. OK, I admit it, I still own RCW and JNN.
I also have to admit, despite my recent comment, that I still hold some African plays (BGI, MDN), but all the above are old buys. If gold retraces and the SAF plays go down hard, I might even pick up DROOY, HMY, or GFI for a leverage play if I still think the fundamentals point to a much higher POG. But SAF miners would only be ST plays and/or ones in which I would aggressively take profits for a no cost position if the POG rose a lot.
Regarding the question how I'd categorize some stocks:
category 1: GFI, even if not close to NEM
category 2: GG, GLG, KGC
Sorry, I don't follow the others listed.
I can't name US traded gold juniors (other than a few such as IAG, MNG, BGO) because I buy Canadian through a broker that deals primarily with that market. You can use Pennaluna, Global Resources Investments (Rick Rule's firm, which I use), TD Waterhouse, and likely others for fairly seamless Canadian trading. Depth and executions are better. I don't do Canadian trading online; I'm content to call the broker because I want the benefit of whatever knowledge there is to share. I may try Pennaluna, though, just for grins, if they offer online trading of Canadian stocks. |
